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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.06%
1.36%
$13.066M
26,772 shares@ $488.07 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.61%
1.35%
$12.975M
30,153 shares@ $430.3 avg price
ACWIIshares Tr
Recent Activity
Decreased -50.55%
1.26%
$12.067M
100,941 shares@ $119.55 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
IWMIshares Tr
Recent Activity
Increased 1.45%
0.94%
$9.048M
40,961 shares@ $220.89 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.83%
0.93%
$8.863M
72,981 shares@ $121.44 avg price
AGGIshares Tr
Recent Activity
Increased 1%
0.91%
$8.695M
85,862 shares@ $101.28 avg price
IWDIshares Tr
Recent Activity
New Position
0.85%
$8.134M
42,857 shares@ $189.8 avg price
YEARAb Active Etfs Inc
Recent Activity
Increased 39.72%
0.83%
$7.946M
156,274 shares@ $50.85 avg price