Financially Speaking Inc
Q4 2024 13F Holdings
- Locationgreenwood village, CO
- Num holdings
181
- Value ($000)
$147,222
- Date Filed02/11/2025
- Form type13F-HR
- CIK0002040901
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $22.89M | 16 % | 405,964 | ||
ICON FLEXIBLE BD FD INV | NTF BOND FUNDS | 78410K717 | $18.73M | 13 % | 2,177,842 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $17.67M | 12 % | 634,095 | ||
LCTU BLACKROCK ETF TRUST | US CARBON TRANS | 09290C509 | $16.18M | 11 % | 252,676 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $12.14M | 8 % | 52,191 | ||
SCHWAB TREASURY OBLIG MONEY INV | SCHWAB NON-SWEEP MMF | 808515621 | $10.37M | 7 % | 10,373,575 | ||
NYLI MACKAY SHORT DURATION HIGH INC CL A | NTF BOND FUNDS | 56064B753 | $9.00M | 6 % | 946,803 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $6.00M | 4 % | 61,926 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.95M | 4 % | 58,638 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.63M | 3 % | 10,220 |
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