Sign In
test

Michelle Swinney

Ausdal Financial Partners, Inc.

Assets Managed
$2.25B
Holdings
975
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
4.42%(2Q avg: 4.52%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Ausdal Financial Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 975 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.25B in assets, with a quarterly growth rate of 4.42% and a 2-quarter average growth rate of 4.52%. The portfolio is managed by Michelle Swinney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 68.6%
2.51%
$56.413M
1.121M shares@ $50.34 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.11%
2.5%
$56.217M
221,511 shares@ $253.79 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.4%
2.15%
$48.19M
68,020 shares@ $708.47 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -18.47%
2.1%
$47.145M
427,077 shares@ $110.4 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.33%
1.82%
$40.926M
1.405M shares@ $29.13 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 38.96%
1.82%
$40.809M
445,322 shares@ $91.64 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.78%
1.66%
$37.265M
213,676 shares@ $174.41 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 43.6%
1.45%
$32.475M
49,936 shares@ $650.35 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -4.22%
1.32%
$29.666M
966,936 shares@ $30.69 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -19.21%
1.19%
$26.776M
46,392 shares@ $577.18 avg price

1-10 of 975