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Financially Speaking Inc13F | |
| Financially Speaking Inc | |
| Last update 2026-04-07 | 114 Stocks (15 new) |
| Value $21.00 Mil | Turnover 5 % |
Financially Speaking Inc Top Holdings of 2026-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 149,073 | 7,544.6 | +13.03% | 36.630 | +4.22% | 0.020 | +1.13% | +1.66% | 38,799.8 | ||
FLDR |
Fidelity Low Duration Bond Factor ETF
Fidelity Low Duration Bond Factor ETF
| 150,585 | 7,536.8 | -56.85% | 36.600 | -8.67% | 0.560 | +1.45% | +1.78% | 1,618.5 | ||
PLTR | Palantir Technologies Inc | 5,176 | 757.1 | -26.12% | 3.680 | -0.28% | 0.000 | -23.47% | -36.47% | 270,728.4 | Software | |
SDY | State Street SPDR S&P Dividend ETF | 3,082 | 449.8 | -4.91% | 2.180 | -0.02% | 0.000 | +6.07% | +11.41% | 21,550.8 | ||
NVDA | NVIDIA Corp | 2,515 | 438.6 | -50.36% | 2.130 | -0.41% | 0.000 | +12.56% | +3.36% | 4,663,269.1 | Semiconductors | |
XOM | Exxon Mobil Corp | 2,052 | 348.1 | 0% | 1.690 | 0% | 0.000 | -16.90% | +14.99% | 565,951.1 | Oil & Gas | |
XEL | Xcel Energy Inc | 3,808 | 302.5 | +0.05% | 1.470 | 0% | 0.000 | +6.31% | +13.00% | 51,333.7 | Utilities - Regulated | |
JNJ | Johnson & Johnson | 891 | 217.8 | 0% | 1.060 | 0% | 0.000 | +7.06% | +24.42% | 613,021.9 | Drug Manufacturers | |
MDT | Medtronic PLC | 2,468 | 213.8 | 0% | 1.040 | 0% | 0.000 | -6.04% | -14.24% | 103,658.1 | Medical Devices & Instruments | |
COST | Costco Wholesale Corp | 205 | 204.3 | 0% | 0.990 | 0% | 0.000 | -2.63% | +10.77% | 422,431.3 | Retail - Defensive |
Financially Speaking Inc's Historical Top Holdings Breakdowns
Financially Speaking 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2026-03-31 | Reduce Reduce | -27.39% | 188.07 ($198.17) 204.97 | $210.31 | 6.13% | Reduce -100% | 7 | -164,330 | |
SPY | State Street SPDR S&P 500 ETF Trust | 2026-03-31 | Reduce Reduce | -24.26% | 631.97 ($679.9) 695.49 | $728.99 | 7.22% | Reduce -100% | 1 | -40,886 | |
FLDR |
Fidelity Low Duration Bond Factor ETF
Fidelity Low Duration Bond Factor ETF
| 2026-03-31 | Reduce Reduce | -8.67% | 49.99 ($50.26) 50.43 | $50.27 | 0.02% | Reduce -56.85% | 150,585 | -198,415 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2026-03-31 | Reduce Reduce | -6.59% | 28.1 ($31.09) 32.92 | $32.84 | 5.63% | Reduce -99.99% | 34 | -232,209 | |
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2026-03-31 | Reduce Reduce | -4.25% | 112.69 ($119.74) 122.74 | $128.44 | 7.27% | Reduce -100% | 1 | -41,289 | |
JPST | JPMorgan Ultra-Short Income ETF | 2026-03-31 | Add Add | +4.22% | 50.52 ($50.64) 50.78 | $50.57 | -0.14% | Add 13.03% | 149,073 | 17,183 | |
RNMBY | Rheinmetall AG | 2026-03-31 | Sold Out Sold Out | -1.88% | 315.7 ($392.44) 445.4 | $215.68 | -45.04% | Sold Out | 0 | -5,906 | |
XLV |
State Street Health Care Select Sector SPDR ETF
State Street Health Care Select Sector SPDR ETF
| 2026-03-31 | Sold Out Sold Out | -1.51% | 143.26 ($154.25) 160.2 | $160.34 | 3.95% | Sold Out | 0 | -11,184 | |
SIL | Global X Silver Miners ETF | 2026-03-31 | Reduce Reduce | -1.22% | 79.19 ($98.52) 118.03 | $78.42 | -20.40% | Reduce -99.99% | 1 | -16,764 | |
XME |
State Street SPDR S&P Metals & Mining ETF
State Street SPDR S&P Metals & Mining ETF
| 2026-03-31 | Reduce Reduce | -1.22% | 101.73 ($116.83) 131.44 | $108.01 | -7.55% | Reduce -99.99% | 1 | -13,549 |
Financially Speaking Inc Total Holding History ($B)
Financially Speaking Inc's Asset Allocation
Financially Speaking Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Financially Speaking Inc's Hypothetical Growth since 2026-03-31
Financially Speaking Inc's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Financially Speaking Inc's Holdings Heat Map
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Financially Speaking Inc's Holdings Bubble Chart
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