StockDriftsStockDriftsTop 50 Andesa Financial Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.32% | 116.8K | $10.4M | +94.90%(+56.87K) | — | 2023-03-31 | |
| DIVO | AMPLIFY ETF TR | 4.09% | 409.8K | $8.0M | +104.83%(+209.74K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 3.55% | 54.7K | $6.9M | +80.44%(+24.38K) | — | 2023-03-31 | |
| ETN | EATON CORP PLC | 3.35% | 62.4K | $6.5M | +93.76%(+30.20K) | — | 2023-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 2.77% | 134.9K | $5.4M | +116.42%(+72.57K) | — | 2023-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.49% | 62.4K | $4.9M | +99.75%(+31.17K) | — | 2023-03-31 | |
| IVV | ISHARES TR | 2.47% | 20.2K | $4.8M | +119.75%(+10.98K) | — | 2023-03-31 | |
| HD | HOME DEPOT INC | 2.3% | 27.1K | $4.5M | +83.31%(+12.30K) | — | 2023-03-31 | |
| AVGO | BROADCOM INC | 2.24% | 11.4K | $4.4M | +74.55%(+4.89K) | — | 2023-03-31 | |
| QEFA | SPDR INDEX SHS FDS | 2.23% | 125.5K | $4.3M | +121.81%(+68.90K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Andesa Financial Management Inc. reports $194.93M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), DIVO (4.1%) and MSFT (3.5%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Andesa Financial Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1752985). View Andesa Financial Management Inc.’s 13F filings on SEC