ALESCO ADVISORS LLC
|ALESCO ADVISORS LLC|
|Last update 2023-04-24||159 Stocks (4 new)|
|Value $2.71 Bil||Turnover 1 %|
Top Holdings: IVV(21.96%) IEFA(11.05%) IJH(8.92%) IJR(8.67%) IEMG(5.03%)Portfolio Report
ALESCO ADVISORS LLC has disclosed 159 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $2.71 Bil. The turnover rate is 1%.
In ALESCO ADVISORS LLC's current portfolio as of 2023-03-31, the top 5 holdings are iShares Core S&P 500 ETF (IVV), iShares Core MSCI EAFE ETF (IEFA), iShares Core S&P Mid-Cap ETF (IJH), iShares Core S&P Small-Cap ETF (IJR), iShares Core MSCI Emerging Markets ETF (IEMG), not including call and put options. ALESCO ADVISORS LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ALESCO ADVISORS LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ALESCO ADVISORS LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ALESCO ADVISORS LLC.
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