Sound Financial Strategies Group, LLC Portfolio Holdings

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024

Sound Financial Strategies Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $19.6M, Ishares Barclays with a value of $18.9M, Ishares Trishares 0 3 Mnth Tre with a value of $6.83M, Litman Gregory Fds Tr Imgp Dbi with a value of $4.48M, and Kraneshares Tr Kfa Mlm Index E with a value of $4.43M.

Examining the 13F form we can see an increase of $9.17M in the current position value, from $104M to 114M.

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

Portfolio value $114 Million
ETFs: $75.3 Million
Industrials: $12.8 Million
Financial Services: $5.56 Million
Consumer Defensive: $5.41 Million
Basic Materials: $3.22 Million
Healthcare: $3.08 Million
Consumer Cyclical: $2.8 Million
Utilities: $2.33 Million
Other: $2.95 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $114 Million
  • Prior Value $104 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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