Droms Strauss Advisors Inc Portfolio Holdings

Droms Strauss Advisors Inc

  • $276 Million
  • Q2 2024

Droms Strauss Advisors Inc has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.2M, Goldman Sachs ETF Tr Activebet with a value of $46.3M, Ishares S&P 500 Growth ETF with a value of $24.6M, Ishares S&P 500 Value ETF with a value of $23.7M, and Vanguard Value ETF with a value of $20.4M.

Examining the 13F form we can see an increase of $3.07M in the current position value, from $273M to 276M.

Droms Strauss Advisors Inc is based out at St. Louis, MO

Below you can find more details about Droms Strauss Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
ETFs: $249 Million
Technology: $13.3 Million
Consumer Cyclical: $4.65 Million
Industrials: $3.37 Million
Financial Services: $1.9 Million
Consumer Defensive: $1.37 Million
Healthcare: $1.32 Million
Communication Services: $868,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.29B
$44,000 0.02% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $276 Million
  • Prior Value $273 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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