Seros Financial, LLC Portfolio Holdings

Seros Financial, LLC

  • $134 Billion
  • Q1 2025

Seros Financial, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $12.5B, Invesco Qqq Trust, Series 1 with a value of $12.2B, Berkshire Hathaway Inc Class B with a value of $10B, Ishares S&P 500 Value ETF with a value of $8.91B, and Global X Fds Adaptive U S Fact with a value of $8.76B.

Examining the 13F form we can see an increase of $22.7B in the current position value, from $111B to 134B.

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 $134 Billion
ETFs: $104 Billion
Financial Services: $10.5 Billion
Technology: $4.53 Billion
Consumer Defensive: $3.53 Billion
Consumer Cyclical: $1.64 Billion
Industrials: $1.34 Billion
Communication Services: $276 Million
Healthcare: $259 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $134 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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