Intelligent Financial Strategies Portfolio Holdings

Intelligent Financial Strategies

  • $175 Million
  • Q4 2024

Intelligent Financial Strategies has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $175 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $81.7M, Vanguard Index Fds S&P 500 ETF with a value of $31.6M, Vanguard Total Stock Market Et with a value of $9.98M, Apple Inc. with a value of $5.06M, and Dimensional ETF Tr Us Marketwi with a value of $4.71M.

Examining the 13F form we can see an decrease of $591K in the current position value, from $176M to 175M.

Intelligent Financial Strategies is based out at Excelsior, MN

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

Portfolio value $175 Million
Financial Services: $89.6 Million
ETFs: $67.4 Million
Technology: $7.52 Million
Consumer Defensive: $3.76 Million
Communication Services: $2.53 Million
Consumer Cyclical: $1.88 Million
Industrials: $1.17 Million
Healthcare: $350,000
Other: $186,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.33B
$15,000 0.01% of portfolio
92
Q2 2024 Reduced 69.33%
$7.44B
$15,000 0.01% of portfolio
239
Q2 2024 Reduced 69.52%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $175 Million
  • Prior Value $176 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 26 stocks
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