Sfi Advisors, LLC Portfolio Holdings

Sfi Advisors, LLC

  • $141 Million
  • Q4 2024

Sfi Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.93M, First Tr Exchange Traded Fd Fi with a value of $6.81M, Ishares Tr Us Broker Dealers & with a value of $6.4M, Ishares Expanded Tech Software with a value of $6.36M, and Jp Morgan ETF Fd Tr Active Val with a value of $6.01M.

Examining the 13F form we can see an increase of $1.24M in the current position value, from $140M to 141M.

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 $141 Million
ETFs: $118 Million
Financial Services: $7.74 Million
Technology: $6.93 Million
Healthcare: $1.23 Million
Communication Services: $735,000

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 82
  • Current Value $141 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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