Townsend & Associates, Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $917 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $56.5M, Ihares Core 1 5 Years Usd Bond with a value of $49M, Ishares Core High Dividend ETF with a value of $41.6M, Ishares Core S&P U.S. Value Et with a value of $41.3M, and Spdr Gold Trust with a value of $35.2M.
Examining the 13F form we can see an decrease of $65.3M in the current position value, from $983M to 917M.
Below you can find more details about Townsend & Associates, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$917 Million
ETFs: $343 Million
Industrials: $149 Million
Consumer Cyclical: $120 Million
Financial Services: $98.3 Million
Consumer Defensive: $69.8 Million
Basic Materials: $41.6 Million
Technology: $22.1 Million
Healthcare: $21.8 Million
Other: $51.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
