Financial Council Asset Management Inc Portfolio Holdings

Financial Council Asset Management Inc

  • $194 Million
  • Q4 2024

Financial Council Asset Management Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Global Growth Eq with a value of $37.5M, Capital Group Growth ETF Shs C with a value of $15.7M, Apple Inc. with a value of $12.6M, Ishares Core S&P U.S Growth Et with a value of $12.3M, and Spdr Portfolio S&P 500 Value E with a value of $11.1M.

Examining the 13F form we can see an increase of $2.26M in the current position value, from $192M to 194M.

Below you can find more details about Financial Council Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
ETFs: $144 Million
Technology: $22.7 Million
Consumer Defensive: $5.17 Million
Healthcare: $4.41 Million
Financial Services: $3.99 Million
Communication Services: $3.81 Million
Consumer Cyclical: $3.05 Million
Energy: $2.09 Million
Other: $4.47 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.45B
$310,000 0.16% of portfolio
5,150
Q2 2024 Added 5,050.0%
$1.39B
$123,000 0.06% of portfolio
12,005
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $194 Million
  • Prior Value $192 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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