EdgeMarket › What Ausdal Financial Partners, Inc. reported owning
What Ausdal Financial Partners, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
985Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| USFR WisdomTree Floating Rate Treasury Fund | 56.4M | 2.5% | 1.1M | 50.49 | +0.1% |
| AAPL Apple Inc. | 55.6M | 2.5% | 218.9K | 309.35 | +36.9% |
| CAT CATERPILLAR INC | 48.2M | 2.1% | 68.0K | 827.90 | +96.8% |
| SHV iShares 0-1 Year Treasury Bond ETF | 47.1M | 2.1% | 427.1K | 110.31 | -0.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 40.9M | 1.8% | 1.4M | 35.32 | +17.3% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 40.8M | 1.8% | 445.3K | 91.60 | -0.1% |
| NVDA NVIDIA CORP | 36.2M | 1.6% | 207.7K | 214.72 | +22.4% |
| SPY SPDR S&P 500 ETF TRUST | 30.7M | 1.4% | 47.2K | 765.72 | +20.0% |
| SCHD Schwab US Dividend Equity ETF | 29.7M | 1.3% | 966.9K | 35.11 | +27.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 26.8M | 1.2% | 46.4K | 713.44 | +26.1% |
| BUFR FT Vest Laddered Buffer ETF | 26.5M | 1.2% | 784.8K | 37.30 | +14.5% |
| MSFT MICROSOFT CORP | 24.9M | 1.1% | 67.4K | 483.24 | -4.4% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 24.2M | 1.1% | 316.7K | 90.13 | +20.1% |
| COWZ Pacer US Cash Cows 100 ETF | 22.4M | 1.0% | 358.3K | 72.02 | +26.3% |
| BAR GraniteShares Gold Trust | 20.1M | 0.9% | 435.6K | 45.44 | +37.6% |
| PSFF Pacer Swan SOS Fund of Funds ETF | 18.9M | 0.8% | 589.6K | 34.92 | +12.5% |
| IWM iShares Russell 2000 ETF | 18.7M | 0.8% | 75.6K | 299.96 | +33.1% |
| RSP Invesco S&P 500 Equal Weight ETF | 18.6M | 0.8% | 96.7K | 221.67 | +18.8% |
| VEA Vanguard FTSE Developed Markets ETF | 18.5M | 0.8% | 289.2K | 73.42 | +24.7% |
| IDEV iShares Core MSCI International Developed Mark | 18.5M | 0.8% | 221.5K | 93.31 | +18.6% |
| VUG Vanguard Morningstar Growth ETF | 18.2M | 0.8% | 41.6K | 87.50 | +15.9% |
| AMZN AMAZON COM INC | 18.1M | 0.8% | 87.1K | 258.63 | +15.6% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 18.1M | 0.8% | 508.4K | 42.46 | +15.8% |
| IVV iShares Core S&P 500 ETF | 16.8M | 0.7% | 25.8K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 16.3M | 0.7% | 56.8K | 344.82 | +73.0% |
| GDEC FT Vest U.S. Equity Moderate Buffer ETF - Dece | 14.5M | 0.6% | 392.0K | 40.52 | +12.9% |
| XLE State Street Energy Select Sector SPDR ETF | 14.3M | 0.6% | 233.0K | 63.64 | +48.3% |
| GOOG Alphabet Inc. | 14.2M | 0.6% | 49.4K | 341.75 | +70.7% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 13.5M | 0.6% | 134.2K | 100.63 | +0.0% |
| VOO Vanguard S&P 500 ETF | 13.5M | 0.6% | 22.5K | 703.71 | +20.0% |
| VTV Vanguard Morningstar Value ETF | 13.2M | 0.6% | 67.5K | 226.40 | +24.6% |
| IVE iShares S&P 500 Value ETF | 13.1M | 0.6% | 62.0K | 237.24 | +17.6% |
| SMH VanEck Semiconductor ETF | 12.6M | 0.6% | 32.9K | 560.42 | +93.9% |
| TSLA Tesla, Inc. | 11.9M | 0.5% | 32.1K | 362.86 | +12.0% |
| WMT Walmart Inc. | 11.0M | 0.5% | 88.2K | 103.70 | +1.1% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 10.6M | 0.5% | 105.7K | 100.73 | +0.2% |
| FLXR TCW Flexible Income ETF | 10.3M | 0.5% | 263.2K | 38.92 | -1.6% |
| AMD ADVANCED MICRO DEVICES INC | 10.2M | 0.5% | 50.1K | 473.25 | +186.5% |
| SPYI NEOS S&P 500 High Income ETF | 10.0M | 0.4% | 203.1K | 53.46 | +4.9% |
| PHYS Sprott Physical Gold Trust | 9.7M | 0.4% | 272.8K | 35.00 | +36.2% |
| XMMO Invesco S&P MidCap Momentum ETF | 9.2M | 0.4% | 63.7K | 157.09 | +20.5% |
| SCHM Schwab U.S. Mid Cap ETF | 9.2M | 0.4% | 297.1K | 36.16 | +25.4% |
| HEGD Swan Hedged Equity US Large Cap ETF | 9.1M | 0.4% | 369.6K | 27.07 | +12.7% |
| META Meta Platforms, Inc. | 8.9M | 0.4% | 15.6K | 549.90 | -26.5% |
| PLTR Palantir Technologies Inc. | 8.9M | 0.4% | 60.8K | 179.94 | +15.3% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 8.9M | 0.4% | 434.6K | 20.39 | -0.5% |
| FTSM First Trust Enhanced Short Maturity ETF | 8.8M | 0.4% | 147.3K | 59.87 | -0.3% |
| GLD SPDR GOLD TRUST | 8.7M | 0.4% | 20.3K | 423.36 | +37.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 8.7M | 0.4% | 124.9K | 81.57 | +31.9% |
| PDBC Invesco Optimum Yield Diversified Commodity St | 8.7M | 0.4% | 502.9K | 18.65 | +43.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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