3F
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360 Financial, Inc.13F | |
360 Financial, Inc. | |
Last update 2025-05-08 | 76 Stocks (8 new) |
Value $276.00 Mil | Turnover 18 % |
360 Financial, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 319,930 | 62,063.3 | +4.73% | 22.460 | +1.01% | 0.070 | +10.93% | +6.30% | 89,427.2 | ||
QQQM | Invesco NASDAQ 100 ETF | 126,431 | 24,403.7 | +8.69% | 8.830 | +0.71% | 0.060 | +21.68% | +9.12% | 54,045.9 | ||
SYLD | Cambria Shareholder Yield ETF | 234,202 | 14,942.1 | +6.58% | 5.410 | +0.33% | 1.550 | +14.88% | -0.42% | 965.3 | ||
XSVM |
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
| 295,414 | 14,829.8 | +4.39% | 5.370 | +0.23% | 2.520 | +18.29% | +0.65% | 589.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 83,410 | 14,254.0 | +27.08% | 5.160 | +1.10% | 0.030 | +11.80% | +3.73% | 53,074.6 | ||
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 355,117 | 13,398.6 | +5.83% | 4.850 | +0.27% | 0.180 | +22.95% | +11.54% | 8,885.1 | ||
QQQ | INVESCO QQQ Trust | 26,892 | 12,610.4 | New Holding | 4.560 | +4.56% | 0.000 | +21.72% | +9.08% | 354,556.1 | ||
KCE | SPDR S&P Capital Markets ETF | 98,369 | 12,411.3 | +6.04% | 4.490 | +0.26% | 2.790 | +28.68% | +10.88% | 522.1 | ||
ICVT | iShares Convertible Bond ETF | 146,217 | 12,225.2 | +3.43% | 4.420 | +0.15% | 0.520 | +12.65% | +8.74% | 2,730.4 | ||
EMLP |
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
| 306,200 | 11,479.5 | New Holding | 4.150 | +4.15% | 0.350 | +5.89% | +6.44% | 3,252.5 |
360 Financial, Inc.'s Historical Top Holdings Breakdowns
360 Financial, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DNL |
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
| 2025-03-31 | Sold Out Sold Out | -5.53% | 35.56 ($37) 38.21 | $40.06 | 8.27% | Sold Out | 0 | -425,313 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +4.56% | 468.34 ($508.07) 539.52 | $556.21 | 9.48% | New holding | 26,892 | 26,892 | |
XHB | SPDR Homebuilders ETF | 2025-03-31 | Sold Out Sold Out | -4.39% | 95.53 ($103.69) 112.45 | $104.02 | 0.32% | Sold Out | 0 | -116,197 | |
EMLP |
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
| 2025-03-31 | New Buy New Buy | +4.15% | 35.79 ($37.01) 38.28 | $37.34 | 0.89% | New holding | 306,200 | 306,200 | |
FDN |
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
| 2025-03-31 | New Buy New Buy | +4.04% | 221.38 ($246.48) 266.98 | $266.78 | 8.24% | New holding | 50,269 | 50,269 | |
GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
| 2025-03-31 | Sold Out Sold Out | -2.52% | 113.13 ($119.72) 127.79 | $138.80 | 15.94% | Sold Out | 0 | -58,397 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +1.10% | 168.16 ($179.03) 186.21 | $183.90 | 2.72% | Add 27.08% | 83,410 | 17,773 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +1.01% | 190.34 ($198.85) 205.23 | $206.28 | 3.74% | Add 4.73% | 319,930 | 14,441 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-03-31 | Reduce Reduce | -0.73% | 188.17 ($213.52) 235.81 | $243.83 | 14.20% | Reduce -39.05% | 14,585 | -9,345 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.71% | 192.82 ($209.18) 222.1 | $228.94 | 9.45% | Add 8.69% | 126,431 | 10,105 |
360 Financial, Inc. Total Holding History ($B)
360 Financial, Inc.'s Asset Allocation
360 Financial, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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360 Financial, Inc.'s Hypothetical Growth since 2025-03-31
360 Financial, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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360 Financial, Inc.'s Holdings Heat Map
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360 Financial, Inc.'s Holdings Bubble Chart
360 Financial, Inc. News
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