Usa Financial Portformulas Corp has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $635 Million distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $84M, Spdr S&P 500 ETF Trust with a value of $80.9M, Spdr Dow Jones Industrial Average ETF Trust with a value of $80.6M, Ishares S&P 500 Value ETF with a value of $77.2M, and Ishares Tr with a value of $74.6M.
Examining the 13F form we can see an decrease of $6.87M in the current position value, from $641M to 635M.
Usa Financial Portformulas Corp is based out at Ada, MI
Below you can find more details about Usa Financial Portformulas Corp portfolio as well as his latest detailed transactions.
