Exeter Financial, LLC Portfolio Holdings
Exeter Financial, LLC
- $219 Million
- Q1 2025
Exeter Financial, LLC has filed its 13F form on April 04, 2025 for Q1 2025 where it was disclosed a total value porftolio of $219 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Enhanced Equity Income Fund with a value of $10.3M, Vanguard Bd Index Fd Inc Short with a value of $10.1M, Apple Inc. with a value of $9.32M, Blackrock Ultra Short Term Bon with a value of $8.93M, and Microsoft Corp with a value of $7.45M.
Examining the 13F form we can see an increase of $4.24M in the current position value, from $215M to 219M.
Below you can find more details about Exeter Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$219 Million
Consumer Defensive: $35.9 Million
Technology: $34.9 Million
ETFs: $34.8 Million
Financial Services: $33.2 Million
Industrials: $30.4 Million
Healthcare: $19.5 Million
Energy: $10.5 Million
Consumer Cyclical: $8.69 Million
Other: $11.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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