SA
| |
Sanford Advisory Services, LLC13F | |
| Sanford Advisory Services, LLC | |
| Last update 2023-02-08 | 119 Stocks (18 new) |
| Value $420.00 Mil | Turnover 15 % |
Sanford Advisory Services, LLC... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMV | iShares MSCI USA Min Vol Factor ETF | 472,229 | 34,051.2 | +1.54% | 8.110 | +0.12% | 0.110 | +4.55% | +6.38% | 23,797.4 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 437,897 | 33,338.3 | -11.26% | 7.940 | -1.13% | 0.320 | +19.01% | +7.79% | 14,048.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 681,430 | 32,967.1 | -4.89% | 7.850 | -0.44% | 0.050 | +16.64% | +3.13% | 97,920.0 | ||
IVV | iShares Core S&P 500 ETF | 76,657 | 29,453.7 | -7.64% | 7.010 | -0.65% | 0.010 | +19.71% | +7.98% | 636,576.3 | ||
SYK | Stryker Corp | 116,485 | 28,479.5 | -0.19% | 6.780 | -0.01% | 0.030 | +13.75% | +10.24% | 151,012.4 | Medical Devices & Instruments | |
DGRO | iShares Core Dividend Growth ETF | 545,970 | 27,298.5 | -3.75% | 6.500 | -0.27% | 0.120 | +12.25% | +7.46% | 32,585.1 | ||
AAPL | Apple Inc | 189,490 | 24,620.5 | +1.32% | 5.860 | +0.08% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SMLF |
iShares MSCI USA Small-Cap Multifactor ETF
iShares MSCI USA Small-Cap Multifactor ETF
| 222,935 | 11,071.0 | +21.25% | 2.640 | +0.46% | 1.190 | +20.71% | +4.34% | 1,929.1 | ||
DVY | iShares Select Dividend ETF | 89,715 | 10,819.7 | +5.77% | 2.580 | +0.14% | 0.050 | +9.65% | +6.57% | 20,173.6 | ||
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 198,244 | 10,605.7 | -2.51% | 2.530 | -0.07% | 0.950 | +5.54% | +4.00% | 816.9 |
Sanford Advisory Services, LLC's Historical Top Holdings Breakdowns
Sanford Advisory Services, LLC Total Holding History ($B)
Sanford Advisory Services, LLC's Asset Allocation
Sanford Advisory Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sanford Advisory Services, LLC's Hypothetical Growth since 2022-12-31
Sanford Advisory Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sanford Advisory Services, LLC's Holdings Heat Map
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Sanford Advisory Services, LLC's Holdings Bubble Chart
Sanford Advisory Services, LLC News
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