Fin Trust Capital Advisors, LLC Portfolio Holdings
Fin Trust Capital Advisors, LLC
- $577 Million
- Q3 2024
Fin Trust Capital Advisors, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $577 Million distributed in 1410 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.3M, Ishares Tr with a value of $22.5M, Apple Inc. with a value of $20.1M, Ishares Tr with a value of $16.2M, and Capital Group Core Plus Income with a value of $14.7M.
Examining the 13F form we can see an increase of $51.9M in the current position value, from $525M to 577M.
Below you can find more details about Fin Trust Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$577 Million
ETFs: $344 Million
Technology: $59.8 Million
Financial Services: $36.6 Million
Consumer Cyclical: $30.3 Million
Healthcare: $22.5 Million
Communication Services: $19.4 Million
Industrials: $17.4 Million
Consumer Defensive: $15.4 Million
Other: $29.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,410
- Current Value $577 Million
- Prior Value $525 Million
- Filing
- Period Q3 2024
- Filing Date October 11, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 104 stocks
- Additional Purchases 321 stocks
- Sold out of 0 stocks
- Reduced holdings in 270 stocks