Valley Forge Investment Consultants Inc Adv Portfolio Holdings

Valley Forge Investment Consultants Inc Adv

  • $290 Million
  • Q4 2024

Valley Forge Investment Consultants Inc Adv has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $290 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $104M, Ishares Tr with a value of $33.9M, Schwab Strategic Tr Us Large C with a value of $23.1M, Ishares Core S&P Mid Cap ETF with a value of $19.3M, and Ishares Core S&P Sm Cap ETF with a value of $19M.

Examining the 13F form we can see an increase of $4.96M in the current position value, from $285M to 290M.

Below you can find more details about Valley Forge Investment Consultants Inc Adv portfolio as well as his latest detailed transactions.

Portfolio value $290 Million
ETFs: $274 Million
Financial Services: $4.75 Million
Technology: $4.4 Million
Communication Services: $2.55 Million
Consumer Cyclical: $1.17 Million
Industrials: $950,000
Consumer Defensive: $811,000
Basic Materials: $451,000
Other: $160,000

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 86
  • Current Value $290 Million
  • Prior Value $285 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email