All Gen Financial Advisors, Inc. Portfolio Holdings

All Gen Financial Advisors, Inc.

  • $298 Billion
  • Q4 2024

All Gen Financial Advisors, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $49.9B, J P Morgan Exchange Traded Fd with a value of $37.7B, Vanguard Total Stock Market Et with a value of $29.9B, Ishares Gold Trust with a value of $19.6B, and Vanguard with a value of $19.2B.

Examining the 13F form we can see an decrease of $10.3B in the current position value, from $308B to 298B.

All Gen Financial Advisors, Inc. is based out at Orlando, FL

Below you can find more details about All Gen Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
ETFs: $249 Billion
Consumer Defensive: $12.9 Billion
Technology: $12 Billion
Healthcare: $7.38 Billion
Financial Services: $6.52 Billion
Industrials: $4.9 Billion
Consumer Cyclical: $3.43 Billion
Energy: $1.61 Billion
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $298 Billion
  • Prior Value $308 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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