Csenge Advisory Group has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.97 Billion distributed in 706 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $116M, Invesco S&P 500 Equal Weight E with a value of $102M, First Tr Morningstar Dividend with a value of $72.5M, First Tr Enhanced Traded Fd Iv with a value of $67.7M, and First Trust Rising Dividend Ac with a value of $64.1M.

Examining the 13F form we can see an increase of $232M in the current position value, from $1.74B to 1.97B.

Below you can find more details about Csenge Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $1.97 Billion
ETFs: $1.39 Billion
Technology: $164 Million
Financial Services: $80.1 Million
Consumer Cyclical: $63.3 Million
Healthcare: $52.3 Million
Industrials: $47.3 Million
Consumer Defensive: $42.7 Million
Communication Services: $35.6 Million
Other: $62.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 706
  • Current Value $1.97 Billion
  • Prior Value $1.74 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 105 stocks
  • Additional Purchases 296 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 282 stocks
Track This Portfolio

Track Csenge Advisory Group Portfolio

Follow Csenge Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Csenge Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Csenge Advisory Group with notifications on news.