Urban Financial Advisory Corp
Latest statistics and disclosures from Urban Financial Advisory Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IJH, PICB, VCSH, IEFA, and represent 87.00% of Urban Financial Advisory Corp's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$24M), PICB (+$20M), FNDX, VCSH, VV, MDYV, VT, IJR, FM, IWC.
- Started 4 new stock positions in VV, FNDX, MDYV, PICB.
- Reduced shares in these 10 stocks: SPY, IEFA, EFA, GWX, IWM, RWR, VNQI, XLRE, EEM, SLYG.
- Urban Financial Advisory Corp was a net buyer of stock by $46M.
- Urban Financial Advisory Corp has $163M in assets under management (AUM), dropping by 23.97%.
- Central Index Key (CIK): 0002005378
Tip: Access up to 7 years of quarterly data
Positions held by Urban Financial Advisory Corp consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Urban Financial Advisory Corp
Urban Financial Advisory Corp holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Urban Financial Advisory Corp
SEC 13F filings are viewable for Urban Financial Advisory Corp going back to 2023
- Urban Financial Advisory Corp 2024 Q1 filed May 9, 2024
- Urban Financial Advisory Corp 2023 Q4 filed Feb. 14, 2024