Floyd Financial Group LLC Portfolio Holdings

Floyd Financial Group LLC

  • $122 Billion
  • Q4 2024

Floyd Financial Group LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.3B, J P Morgan Exchange Traded Fd with a value of $8.03B, Nvidia Corp with a value of $7.44B, Microsoft Corp with a value of $6.33B, and Vaneck ETF Tr Oil Services ETF with a value of $5.93B.

Examining the 13F form we can see an increase of $122B in the current position value.

Floyd Financial Group LLC is based out at Springfield, MO

Below you can find more details about Floyd Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $57.6 Billion
Technology: $27.3 Billion
Consumer Cyclical: $8.76 Billion
Communication Services: $7.57 Billion
Financial Services: $5.33 Billion
Healthcare: $3.87 Billion
Industrials: $3.33 Billion
Consumer Defensive: $2.96 Billion
Other: $2.32 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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