Sfi Advisors, LLC Portfolio Holdings

Sfi Advisors, LLC

  • $140 Million
  • Q3 2024

Sfi Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchange Traded Fd Fi with a value of $6.64M, Apple Inc. with a value of $6.44M, Jp Morgan ETF Fd Tr Active Val with a value of $6.11M, Ishares Tr Us Broker Dealers & with a value of $5.86M, and Ishares Expanded Tech Software with a value of $5.65M.

Examining the 13F form we can see an increase of $9.89M in the current position value, from $130M to 140M.

Sfi Advisors, LLC is based out at Montclair, NJ

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

Portfolio value $140 Million
ETFs: $118 Million
Financial Services: $8.94 Million
Technology: $6.44 Million
Healthcare: $1.05 Million
Communication Services: $537,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.3M
$1.05 Million 0.75% of portfolio
165,300
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $140 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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