Financial Designs Corp Portfolio Holdings

Financial Designs Corp has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $33.1B, Ishares Core U.S. Aggregate Bo with a value of $23.7B, Invesco Exchange Traded Self I with a value of $12.6B, Amplify ETF Tr Amplify Cwp Enh with a value of $11.8B, and Listed Fds Tr Swan Hedged Equi with a value of $11.4B.

Examining the 13F form we can see an decrease of $8.21B in the current position value, from $152B to 144B.

Financial Designs Corp is based out at Claremont, CA

Below you can find more details about Financial Designs Corp portfolio as well as his latest detailed transactions.