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Michelle Swinney

@Ausdal Financial Partners, Inc.

Latest period2024 - Q3ReportedManaged Assets$962.847MTotal holdings518
Assets growth rate2.84%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ausdal Financial Partners, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 518 positions.

Assets under management

The assets under management (AUM) of Ausdal Financial Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 962.847M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Michelle Swinney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CATCaterpillar Inc
Recent Activity
Increased 0.14%
2.8%
$26.948M
68,900 shares@ $391.12 avg price
AAPLApple Inc
Recent Activity
Increased 15.64%
2.36%
$22.654M
97,225 shares@ $233.01 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 0.62%
2.17%
$20.835M
308,615 shares@ $67.51 avg price
BILSpdr Ser Tr
Recent Activity
Increased 34.95%
1.97%
$18.924M
206,126 shares@ $91.81 avg price
USFRWisdomtree Tr
Recent Activity
Increased 17.05%
1.95%
$18.771M
373,781 shares@ $50.23 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 2.54%
1.77%
$17.006M
452,763 shares@ $37.56 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.19%
1.77%
$16.966M
162,857 shares@ $104.19 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.61%
1.35%
$12.975M
30,153 shares@ $430.3 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.9%
1.24%
$11.872M
224,815 shares@ $52.81 avg price
IVEIshares Tr
Recent Activity
Increased 80.99%
0.95%
$9.11M
46,203 shares@ $197.18 avg price