Ausdal Financial Partners, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Billion distributed in 569 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $59.2M, Apple Inc. with a value of $37.9M, Schwab Strategic Tr Us Large C with a value of $29.3M, Schwab Strategic Tr Us Dividen with a value of $28.3M, and Caterpillar Inc with a value of $25.1M.

Examining the 13F form we can see an increase of $202M in the current position value, from $897M to 1.1B.

Ausdal Financial Partners, Inc. is based out at Davenport, IA

Below you can find more details about Ausdal Financial Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Billion
ETFs: $774 Million
Technology: $90.7 Million
Industrials: $51.5 Million
Financial Services: $47.8 Million
Consumer Cyclical: $32.9 Million
Communication Services: $25.5 Million
Energy: $20.2 Million
Consumer Defensive: $18.5 Million
Other: $27.5 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 569
  • Current Value $1.1 Billion
  • Prior Value $897 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 79 stocks
  • Additional Purchases 327 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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