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Ausdal Financial Partners, Inc.

Portfolio Manager
Ausdal Financial Partners, Inc.
Performance
+2.01% (2025 Q4)
AUM (13F)
$2.25B
# of Holdings
964
Performance Rank
Allocation (Top 20)
27.89%

Ausdal Financial Partners, Inc. Holdings Map

Top 50 Ausdal Financial Partners, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
2.52%1.12M$56.4M
+68.60%(+455.95K)
2025-Q1: 676.7K shares2025-Q2: 483.3K shares2025-Q3: 563.3K shares2025-Q4: 664.7K shares2026-Q1: 1.12M shares
$50.31(+0.22%)
2026-03-31
AAPL
APPLE INC
2.48%218.9K$55.6M
-0.08%(-182)
2025-Q1: 171.4K shares2025-Q2: 185.9K shares2025-Q3: 220.1K shares2025-Q4: 219.1K shares2026-Q1: 218.9K shares
$164.89(+80.86%)
2026-03-31
CAT
CATERPILLAR INC
2.15%68.0K$48.2M
-0.40%(-275)
2025-Q1: 70.7K shares2025-Q2: 69.8K shares2025-Q3: 71.1K shares2025-Q4: 68.3K shares2026-Q1: 68.0K shares
$153.21(+500.64%)
2026-03-31
SHV
ISHARES TR
2.11%427.1K$47.1M
-18.48%(-96.80K)
2025-Q1: 946.8K shares2025-Q2: 711.8K shares2025-Q3: 448.3K shares2025-Q4: 523.9K shares2026-Q1: 427.1K shares
$110.27(-0.06%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
1.83%1.40M$40.9M
+1.32%(+18.33K)
2025-Q1: 1.29M shares2025-Q2: 1.30M shares2025-Q3: 1.37M shares2025-Q4: 1.39M shares2026-Q1: 1.40M shares
$22.29(+55.60%)
2026-03-31
BIL
SPDR SERIES TRUST
1.82%445.3K$40.8M
+38.96%(+124.85K)
2025-Q1: 293.0K shares2025-Q2: 313.9K shares2025-Q3: 332.2K shares2025-Q4: 320.5K shares2026-Q1: 445.3K shares
$91.60(-0.10%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.62%207.7K$36.2M
+1.83%(+3.73K)
2025-Q1: 119.9K shares2025-Q2: 163.1K shares2025-Q3: 203.4K shares2025-Q4: 203.9K shares2026-Q1: 207.7K shares
$109.90(+114.51%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.37%47.2K$30.7M
+35.83%(+12.46K)
2025-Q1: 11.1K shares2025-Q2: 25.6K shares2025-Q3: 41.0K shares2025-Q4: 34.8K shares2026-Q1: 47.2K shares
$593.28(+26.11%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
1.33%966.9K$29.7M
-4.22%(-42.61K)
2025-Q1: 1.09M shares2025-Q2: 1.11M shares2025-Q3: 1.08M shares2025-Q4: 1.01M shares2026-Q1: 966.9K shares
$23.79(+33.66%)
2026-03-31
QQQ
INVESCO QQQ TR
1.2%46.4K$26.8M
-19.21%(-11.03K)
2025-Q1: 34.3K shares2025-Q2: 42.2K shares2025-Q3: 60.2K shares2025-Q4: 57.4K shares2026-Q1: 46.4K shares
$421.89(+70.61%)
2026-03-31

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