Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (SHV) | 697,803 | +13,427 | $77,135 |
SHV | 697,803 | +13,427 | $77,135 |
SCHWAB STRATEGIC TR | 326,754 | +22,043 | $26,346 |
SCHD | 326,754 | +22,043 | $26,346 |
CATERPILLAR INC | 68,652 | -1,283 | $25,156 |
CAT | 68,652 | -1,283 | $25,156 |
ISHARES TR (ACWI) | 206,688 | -91,840 | $22,763 |
ACWI | 206,688 | -91,840 | $22,763 |
SPDR SER TR (SPLG) | 309,591 | -46,183 | $19,049 |
SPLG | 309,591 | -46,183 | $19,049 |
SPDR INDEX SHS FDS (SPDW) | 436,727 | -1,266 | $15,652 |
SPDW | 436,727 | -1,266 | $15,652 |
ISHARES TR (IWP) | 136,254 | -6,528 | $15,552 |
IWP | 136,254 | -6,528 | $15,552 |
APPLE INC | 85,581 | -1,412 | $14,675 |
AAPL | 85,581 | -1,412 | $14,675 |
SCHWAB STRATEGIC TR | 150,718 | +5,048 | $13,975 |
SCHG | 150,718 | +5,048 | $13,975 |
SPDR SER TR (BIL) | 139,388 | +6,432 | $12,796 |
BIL | 139,388 | +6,432 | $12,796 |
INVESCO QQQ TR | 26,303 | +1,568 | $11,679 |
QQQ | 26,303 | +1,568 | $11,679 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 130,699 | +2,272 | $11,194 |
FTCS | 130,699 | +2,272 | $11,194 |
MICROSOFT CORP | 25,594 | +199 | $10,768 |
MSFT | 25,594 | +199 | $10,768 |
WISDOMTREE TR | 178,084 | +133,769 | $8,956 |
USFR | 178,084 | +133,769 | $8,956 |
ISHARES TR (IWB) | 30,356 | -1,640 | $8,743 |
IWB | 30,356 | -1,640 | $8,743 |
ISHARES TR (MUB) | 80,429 | -98 | $8,654 |
MUB | 80,429 | -98 | $8,654 |
ISHARES TR (IWM) | 40,627 | -166 | $8,544 |
IWM | 40,627 | -166 | $8,544 |
ISHARES TR (AGG) | 87,055 | +3,755 | $8,526 |
AGG | 87,055 | +3,755 | $8,526 |
VANGUARD TAX MANAGED FDS (VEA) | 142,688 | +1,854 | $7,159 |
VEA | 142,688 | +1,854 | $7,159 |
FIRST TR VALUE LINE DIVID IN (FVD) | 168,628 | +7,115 | $7,121 |
FVD | 168,628 | +7,115 | $7,121 |
SCHWAB STRATEGIC TR | 86,430 | -770 | $7,038 |
SCHM | 86,430 | -770 | $7,038 |
VANGUARD INDEX FDS (VO) | 27,090 | +3,324 | $6,769 |
VO | 27,090 | +3,324 | $6,769 |
PIMCO ETF TR (CORP) | 68,059 | +1,510 | $6,537 |
CORP | 68,059 | +1,510 | $6,537 |
VANGUARD INDEX FDS (VUG) | 18,699 | +1,206 | $6,436 |
VUG | 18,699 | +1,206 | $6,436 |
ISHARES TR (IVV) | 12,122 | -670 | $6,373 |
IVV | 12,122 | -670 | $6,373 |
ISHARES TR (SHY) | 73,227 | +38,478 | $5,989 |
SHY | 73,227 | +38,478 | $5,989 |
ABBVIE INC | 31,814 | -620 | $5,793 |
ABBV | 31,814 | -620 | $5,793 |
FIRST TR EXCHNG TRADED FD VI (MMLG) | 198,813 | +259 | $5,467 |
MMLG | 198,813 | +259 | $5,467 |
AMAZON COM INC | 30,037 | -499 | $5,418 |
AMZN | 30,037 | -499 | $5,418 |
SCHWAB STRATEGIC TR | 109,202 | +888 | $5,377 |
SCHA | 109,202 | +888 | $5,377 |
NVIDIA CORPORATION | 5,878 | +1,204 | $5,311 |
NVDA | 5,878 | +1,204 | $5,311 |
AB ACTIVE ETFS INC (YEAR) | 104,830 | -33,928 | $5,296 |
YEAR | 104,830 | -33,928 | $5,296 |
VANGUARD WORLD FD (VGT) | 10,071 | +112 | $5,281 |
VGT | 10,071 | +112 | $5,281 |
SPDR SER TR (SPYG) | 70,925 | +11,856 | $5,188 |
SPYG | 70,925 | +11,856 | $5,188 |
AMERICAN CENTY ETF TR (AVLV) | 78,918 | +811 | $5,071 |
AVLV | 78,918 | +811 | $5,071 |
VANGUARD INDEX FDS (VBR) | 25,194 | +83 | $4,834 |
VBR | 25,194 | +83 | $4,834 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 78,578 | +25,298 | $4,685 |
FTSM | 78,578 | +25,298 | $4,685 |
VANGUARD INDEX FDS (VTI) | 17,178 | +322 | $4,465 |
VTI | 17,178 | +322 | $4,465 |
TESLA INC | 25,352 | -1,201 | $4,457 |
TSLA | 25,352 | -1,201 | $4,457 |
VANGUARD INTL EQUITY INDEX F (VGK) | 66,149 | +1,862 | $4,454 |
VGK | 66,149 | +1,862 | $4,454 |
SPDR SER TR (SPIB) | 133,956 | +2,940 | $4,379 |
SPIB | 133,956 | +2,940 | $4,379 |
VANGUARD INDEX FDS (VV) | 18,065 | +1,540 | $4,331 |
VV | 18,065 | +1,540 | $4,331 |
FIRST TR NAS100 EQ WEIGHTED (QQEW) | 34,023 | +405 | $4,215 |
QQEW | 34,023 | +405 | $4,215 |
VISA INC | 14,846 | -141 | $4,143 |
V | 14,846 | -141 | $4,143 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 94,184 | +6,724 | $4,106 |
FIXD | 94,184 | +6,724 | $4,106 |
PROSHARES TR (NOBL) | 39,941 | +14,456 | $4,050 |
NOBL | 39,941 | +14,456 | $4,050 |
SPDR SER TR (SPYV) | 79,799 | +21,419 | $3,998 |
SPYV | 79,799 | +21,419 | $3,998 |
PIMCO ETF TR (MINT) | 39,578 | -63,459 | $3,979 |
MINT | 39,578 | -63,459 | $3,979 |
DEERE & CO | 9,488 | -468 | $3,897 |
DE | 9,488 | -468 | $3,897 |
SPDR SER TR (SPMD) | 73,025 | +503 | $3,895 |
SPMD | 73,025 | +503 | $3,895 |
See Full List: All Stocks Held By Ausdal Financial Partners Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Ausdal Financial Partners Inc.
Size ($ in 1000's)
At 03/31/2024: $861,323 At 12/31/2023: $808,293 Ausdal Financial Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ausdal Financial Partners Inc. 13F filings. Link to 13F filings: SEC filings |