Sprinkle Financial Consultants LLC Portfolio Holdings

Sprinkle Financial Consultants LLC

  • $158 Billion
  • Q1 2025

Sprinkle Financial Consultants LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.8B, Oneok Inc with a value of $11.6B, Ishares Core S&P Sm Cap ETF with a value of $11.1B, Dimensional ETF Tr Us Marketwi with a value of $9.4B, and Dimensional ETF Trust with a value of $8.85B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $147B to 158B.

Sprinkle Financial Consultants LLC is based out at Littleton, CO

Below you can find more details about Sprinkle Financial Consultants LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $87.3 Billion
Energy: $14.9 Billion
Technology: $3.92 Billion
Utilities: $3.87 Billion
Communication Services: $3.27 Billion
Financial Services: $3.1 Billion
Consumer Cyclical: $2.25 Billion
Industrials: $627 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 76
  • Current Value $158 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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