Sfi Advisors, LLC Portfolio Holdings

Sfi Advisors, LLC

  • $148 Million
  • Q3 2025

Sfi Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $7.63M, Spdr Ser Tr S & P Telecom ETF with a value of $7.1M, Ishares Tr Us Broker Dealers & with a value of $7.04M, Apple Inc. with a value of $7M, and First Tr Exchange Traded Fd Fi with a value of $6.9M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $137M to 148M.

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 $148 Million
ETFs: $130 Million
Technology: $7 Million
Financial Services: $3.56 Million
Communication Services: $1.12 Million
Healthcare: $760,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.63 Million 1.78% of portfolio
134,548
Q3 2025 Reduced 2.45%
$35.3M
$760,000 0.51% of portfolio
165,300
Q4 2021 New
$0
$488,000 0.33% of portfolio
49,106
Q2 2025 Reduced 1.61%
$0
$440,000 0.3% of portfolio
31,419
Q2 2025 Reduced 2.55%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $148 Million
  • Prior Value $137 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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