MANCHESTER FINANCIAL INC

Q4 2024 13F Holdings

  • Location
    westlake village, CA
  • Num holdings

    113

  • Value ($000)

    $456,885

  • Date Filed
    01/30/2025
  • Form type
    13F-HR
  • CIK
    0000866590
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$79.26M
17 %

3,491,496

BSCR
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
$58.48M
13 %

3,002,123

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$58.27M
13 %

332,526

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$28.75M
6 %

1,240,414

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$22.74M
5 %

820,699

SYLD
SYLD

CAMBRIA ETF TR

SHSHLD YIELD ETF
$19.49M
4 %

284,663

FTSM
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
$17.64M
4 %

295,153

NVDA
NVDA

NVIDIA CORPORATION

COM
$16.76M
4 %

124,842

AAPL
AAPL

APPLE INC

COM
$15.73M
3 %

62,824

FDL
FDL

FIRST TR MORNINGSTAR DIVID L

SHS
$8.26M
2 %

205,243

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