Financially Speaking Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $22.9B, Icon Flexible Bd Fd Inv with a value of $18.7B, Schwab Strategic Tr Us Large C with a value of $17.7B, Blackrock ETF Tr Us Carbon Tra with a value of $16.2B, and Technology Sector Spdr with a value of $12.1B.
Examining the 13F form we can see an increase of $147B in the current position value.
Financially Speaking Inc is based out at Greenwood Village, CO
Below you can find more details about Financially Speaking Inc portfolio as well as his latest detailed transactions.