Seros Financial, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $13.6B, Ishares Tr Russell 200 Growth with a value of $9.88B, Ishares S&P 500 Value ETF with a value of $8.9B, Berkshire Hathaway Inc Class B with a value of $8.15B, and Invesco Exchange Traded Fd Tr with a value of $7.77B.

Examining the 13F form we can see an increase of $111B in the current position value.

Seros Financial, LLC is based out at Tempe, AZ

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

Portfolio value $111 Billion
ETFs: $83.1 Billion
Financial Services: $8.38 Billion
Technology: $5.22 Billion
Consumer Defensive: $3.23 Billion
Consumer Cyclical: $1.92 Billion
Industrials: $1.41 Billion
Communication Services: $798 Million
Healthcare: $280 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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