StockDriftsStockDriftsTop 50 S.c. Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.58% | 22.9K | $3.0M | +6.59%(+1.42K) | — | 2022-12-31 | |
| IVV | ISHARES TR | 3.97% | 6.7K | $2.6M | -14.91%(-1.18K) | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 9.0K | $2.2M | +10.39%(+845) | — | 2022-12-31 | |
| JNJ | JOHNSON & JOHNSON | 3.15% | 11.6K | $2.1M | +11.92%(+1.24K) | — | 2022-12-31 | |
| ABBV | ABBVIE INC | 3.01% | 12.1K | $2.0M | +2.00%(+238) | — | 2022-12-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.51% | 37.1K | $1.6M | +27.36%(+7.97K) | — | 2022-12-31 | |
| ESGU | ISHARES TR | 2.35% | 18.0K | $1.5M | -32.66%(-8.74K) | — | 2022-12-31 | |
| XOM | EXXON MOBIL CORP | 2.19% | 12.9K | $1.4M | +9.67%(+1.14K) | — | 2022-12-31 | |
| ABT | ABBOTT LABS | 2.12% | 12.5K | $1.4M | +1.78%(+219) | — | 2022-12-31 | |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 2.06% | 72.8K | $1.3M | +33.79%(+18.38K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
S.c. Financial Services, Inc. reports $65.04M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), IVV (4.0%) and MSFT (3.3%). Figures reflect the Q4 2022 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 S.c. Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906806). View S.c. Financial Services, Inc.’s 13F filings on SEC