Financial Consulate, Inc Portfolio Holdings

Financial Consulate, Inc

  • $360 Million
  • Q4 2024

Financial Consulate, Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $360 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $87.1M, Schwab Strategic Tr Intl Eqty with a value of $50.1M, Schwab Fundamental U S Broad M with a value of $38.2M, Pimco Rafi Dynamic Multi Facto with a value of $35.4M, and Dimensional ETF Tr Dimensional with a value of $34.2M.

Examining the 13F form we can see an increase of $2.05M in the current position value, from $358M to 360M.

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

Portfolio value $360 Million
ETFs: $358 Million
Communication Services: $1.72 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $360 Million
  • Prior Value $358 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Financial Consulate, Inc Portfolio

Follow Financial Consulate, Inc 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 Financial Consulate, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Consulate, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email