Financial Architects, Inc has disclosed 314 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-06-30. The current portfolio value is calculated to be $659.00 Mil. The turnover rate is 6%.
In Financial Architects, Inc's current portfolio as of 2023-06-30, the top 5 holdings are
Apple Inc (AAPL), Schwab U.S. Broad Market ETF (SCHB), Schwab US Dividend Equity ETF (SCHD), Microsoft Corp (MSFT), JPMorgan Equity Premium Income ETF (JEPI), not including call and put options.
Financial Architects, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Financial Architects, Inc, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Financial Architects, Inc, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Financial Architects, Inc.