Droms Strauss Advisors Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $306 Million distributed in 71 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 $52.7M, Goldman Sachs ETF Tr Activebet with a value of $47.1M, Ishares S&P 500 Growth ETF with a value of $25.2M, Ishares S&P 500 Value ETF with a value of $23.8M, and Vanguard Value ETF with a value of $20.6M.

Examining the 13F form we can see an increase of $24.1M in the current position value, from $282M to 306M.

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 $306 Million
ETFs: $279 Million
Technology: $11.2 Million
Consumer Cyclical: $7.3 Million
Industrials: $3.1 Million
Financial Services: $2.13 Million
Communication Services: $1.19 Million
Consumer Defensive: $1.07 Million
Healthcare: $1.07 Million
Other: $229,000

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 71
  • Current Value $306 Million
  • Prior Value $282 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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