AF

Ausdal Financial Partners, Inc.

13F
Ausdal Financial Partners, Inc.
Last update 2024-10-04 518 Stocks (46 new)
Value $933.00 Mil Turnover 10 %
Countries:
Top Holdings: SHV(8.11%)CAT(2.89%)SCHD(2.28%)SPLG(2.23%)AAPL(2.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ausdal Financial Partners, Inc... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV 		iShares Short Treasury Bond ETF
683,546
75620.650
-0.90%
8.110
-0.08%
0.390
+0.11%
+0.18%
19313.420
 
CAT 		Caterpillar Inc
68,900
26948.070
+0.14%
2.890
0%
0.010
+21.90%
+37.66%
194938.741
Farm & Heavy Construction Machinery
SCHD 		Schwab US Dividend Equity ETF
251,537
21262.410
-13.52%
2.280
-0.34%
0.030
-63.79%
-62.51%
20961.203
 
SPLG 		SPDR Portfolio S&P 500 ETF
308,615
20834.570
+0.62%
2.230
+0.01%
0.040
+4.16%
+21.95%
47112.287
 
AAPL 		Apple Inc
87,025
20276.940
+3.50%
2.170
+0.07%
0.000
+0.11%
+18.64%
3459701.374
Hardware
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
206,126
18924.390
+34.95%
2.030
+0.53%
0.060
+0.07%
+0.23%
33749.516
 
USFR 		WisdomTree Floating Rate Treasury Fund
373,781
18771.300
+17.05%
2.010
+0.29%
0.110
-0.14%
+0.18%
16830.226
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
452,763
17005.780
+2.54%
1.820
+0.05%
0.080
+2.26%
+8.91%
21442.456
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
162,857
16966.460
+0.18%
1.820
0%
0.050
-74.49%
-68.15%
8336.831
 
QQQ 		INVESCO QQQ Trust
26,772
13066.460
-1.06%
1.400
-0.02%
0.000
+0.29%
+20.47%
295448.636
 

Ausdal Financial Partners, Inc.'s Historical Top Holdings Breakdowns

Ausdal Financial Partners, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWP 		iShares Russell Mid-Cap Growth ETF2024-09-30Reduce
-1.62%
●
103.87 ($111.81) 117.59
$121.16
8.36%
Reduce -98.62%
1,852
-132,399
ACWI 		iShares MSCI ACWI Index Fund2024-09-30Reduce
-1.28%
●
107.24 ($114.58) 119.84
$120.16
4.87%
Reduce -50.55%
100,941
-103,194
IWB 		iShares Russell 1000 ETF2024-09-30Reduce
-0.92%
●
283.28 ($302.84) 314.39
$317.85
4.96%
Reduce -96.28%
1,089
-28,196
IWD 		iShares Russell 1000 Value ETF2024-09-30New Buy
+0.87%
●
173.36 ($182.18) 189.8
$191.40
5.06%
New holding
42,857
42,857
FTCS 		First Trust Capital Strength ETF2024-09-30Reduce
-0.79%
●
83.58 ($87.64) 90.94
$91.59
4.51%
Reduce -70.47%
35,641
-85,069
MUB 		iShares National Muni Bond ETF2024-09-30Reduce
-0.78%
●
106.13 ($107.77) 108.7
$107.79
0.02%
Reduce -78.2%
18,554
-66,574
AVUS 		Avantis U.S. Equity ETF2024-09-30Add
+0.53%
●
86.27 ($91.83) 95.15
$96.42
5.00%
Add 198.8%
78,188
52,021
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Add
+0.53%
●
91.42 ($91.63) 91.82
$91.60
-0.03%
Add 34.95%
206,126
53,380
IVE 		iShares S&P 500 Value ETF2024-09-30Add
+0.44%
●
181.06 ($189.95) 197.17
$198.44
4.47%
Add 80.98%
46,203
20,674
AVLV 		Avantis U.S. Large Cap Value ETF2024-09-30Reduce
-0.39%
●
60.05 ($63.65) 65.83
$66.93
5.15%
Reduce -81.19%
12,931
-55,825

Ausdal Financial Partners, Inc. Total Holding History ($B)

To

Ausdal Financial Partners, Inc.'s Asset Allocation

To

Ausdal Financial Partners, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ausdal Financial Partners, Inc.'s Hypothetical Growth since 2024-09-30

Ausdal Financial Partners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ausdal Financial Partners, Inc.'s Holdings Heat Map

Size field:

Ausdal Financial Partners, Inc.'s Holdings Bubble Chart

Ausdal Financial Partners, Inc. News

  • 1

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