First Affirmative Financial Network Portfolio Holdings
First Affirmative Financial Network
- $168 Million
- Q4 2024
First Affirmative Financial Network has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Million distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $9.28M, Ishares Msci Kld 400 Social Et with a value of $6.95M, Apple Inc. with a value of $6.82M, Spdr Portfolio Short Term Trea with a value of $6.15M, and Nvidia Corp with a value of $5.99M.
Examining the 13F form we can see an decrease of $10.5M in the current position value, from $178M to 168M.
Below you can find more details about First Affirmative Financial Network portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 269
- Current Value $168 Million
- Prior Value $178 Million
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks