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
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMV | iShares MSCI USA Min Vol Factor ETF | 472,229 | 34,051.2 | +1.54% | 8.110 | +0.12% | 0.110 | +0.30% | +5.42% | 23,917.3 | ||
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 437,897 | 33,338.3 | -11.26% | 7.940 | -1.13% | 0.320 | +3.72% | +2.19% | 13,360.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 681,430 | 32,967.1 | -4.89% | 7.850 | -0.44% | 0.050 | +2.04% | -2.48% | 92,633.0 | ||
IVV | iShares Core S&P 500 ETF | 76,657 | 29,453.7 | -7.64% | 7.010 | -0.65% | 0.010 | +3.61% | +2.03% | 588,146.3 | ||
SYK | Stryker Corp | 116,485 | 28,479.5 | -0.19% | 6.780 | -0.01% | 0.030 | -1.66% | +6.49% | 146,197.2 | Medical Devices & Instruments | |
DGRO | iShares Core Dividend Growth ETF | 545,970 | 27,298.5 | -3.75% | 6.500 | -0.27% | 0.120 | +0.33% | +2.39% | 31,211.4 | ||
AAPL | Apple Inc | 189,490 | 24,620.5 | +1.32% | 5.860 | +0.08% | 0.000 | -13.92% | -18.81% | 3,029,284.2 | Hardware | |
SMLF | iShares MSCI USA Small-Cap Multifactor ETF | 222,935 | 11,071.0 | +21.25% | 2.640 | +0.46% | 1.190 | +2.99% | -2.03% | 1,718.3 | ||
DVY | iShares Select Dividend ETF | 89,715 | 10,819.7 | +5.77% | 2.580 | +0.14% | 0.050 | -1.58% | +0.24% | 19,253.8 | ||
XMLV | Invesco S&P MidCap Low Volatility ETF | 198,244 | 10,605.7 | -2.51% | 2.530 | -0.07% | 0.950 | +0.78% | +1.79% | 818.9 |
Sanford Advisory Services, LLC's Historical Top Holdings Breakdowns
Sanford Advisory Services, LLC Total Holding History ($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
- 1
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
Size field:
Sanford Advisory Services, LLC's Holdings Bubble Chart
Sanford Advisory Services, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers