Ausdal Financial Partners, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Ausdal Financial Partners, Inc.

CIK Number: 0001667146

1.5B
Market Value
611
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SHV iShares Short T...
110.28
+0.02% 946.78K +813.63% 104.58M 110.42 7.88% Share
2 AAPL Apple Inc.
230.03
+1.43% 171.44K +13.24% 38.08M 153.73 2.87% Share
3 USFR WisdomTree Floa...
50.32
-0.02% 676.65K +62.10% 34.06M 50.31 2.57% Share
4 SCHG Schwab U.S. Lar...
31.32
+0.66% 1.29M +22.44% 32.18M 21.51 2.43% Share
5 SCHD Schwab U.S. Div...
27.73
+0.82% 1.09M +5.45% 30.49M 23.88 2.30% Share
6 BIL SPDR Bloomberg ...
91.57
+0.01% 293.04K +1.11K% 26.88M 91.71 2.03% Share
7 CAT Caterpillar Inc...
431.35
+1.99% 70.65K +2.20% 23.3M 152.54 1.76% Share
8 SPLG SPDR Portfolio ...
77.37
+0.81% 298.5K -2.26% 19.63M 40.33 1.48% Share
9 SPDW SPDR Portfolio ...
42.72
+1.05% 459.46K +0.13% 16.73M 29.66 1.26% Share
10 BUFR FT Vest Laddere...
33.16
+0.35% 554.34K +28.80% 16.46M 29.91 1.24% Share
11 RSP Invesco S&P 500...
190.32
+1.49% 93.64K +13.43% 16.22M 170.02 1.22% Share
12 QQQ Invesco QQQ Tru...
584.09
+0.58% 34.33K +17.52% 16.1M 347.54 1.21% Share
13 COWZ Pacer US Cash C...
57.88
+0.91% 280.03K +23.63% 15.33M 55.41 1.16% Share
14 MSFT Microsoft Corpo...
501.01
+0.13% 36.63K +9.15% 13.75M 203.07 1.04% Share
15 VEA Vanguard Develo...
60.07
+1.11% 269.51K +10.74% 13.7M 46.09 1.03% Share
16 NVDA NVIDIA Corporat...
177.06
-0.15% 119.94K +11.31% 13M 81.01 0.98% Share
17 VUG Vanguard Growth...
469.69
+0.53% 35.02K +91.00% 12.99M 306.69 0.98% Share
18 GLD SPDR Gold Share...
334.70
-0.17% 43.26K +125.02% 12.46M 235.78 0.94% Share
19 IVE iShares S&P 500...
204.39
+1.24% 62.07K +26.29% 11.83M 188.87 0.89% Share
20 ACWI iShares MSCI AC...
136.55
+0.98% 94.6K -6.25% 11.01M 83.32 0.83% Share
21 AMZN Amazon.com, Inc...
229.95
-0.16% 57.44K +23.63% 10.93M 157.01 0.82% Share
22 PSFF Pacer Swan SOS ...
31.49
+0.25% 378.6K +50.10% 10.81M 29.04 0.81% Share
23 TCAF T. Rowe Price E...
37.09
+0.87% 316.95K +20.85% 10.23M 32.57 0.77% Share
24 IVV iShares Core S&...
660.91
+0.83% 18.1K +20.47% 10.17M 418.06 0.77% Share
25 YEAR Ab Ultra Short ...
50.63
+0.01% 181.19K +2.25% 9.17M 50.43 0.69% Share
26 XLE Energy Select S...
89.10
-0.01% 91.39K +68.00% 8.54M 82.91 0.64% Share
27 MINT PIMCO Enhanced ...
100.45
+0.03% 84.69K +27.41% 8.52M 100 0.64% Share
28 AGG iShares Core U....
100.63
+0.19% 84.81K -3.6% 8.39M 108.89 0.63% Share
29 IWM iShares Russell...
240.78
+1.84% 40.38K -6.58% 8.05M 191.16 0.61% Share
30 VTV Vanguard Value ...
186.08
+1.23% 46.57K +727.75% 8.04M 170.63 0.61% Share
31 IWD iShares Russell...
203.85
+1.30% 40.96K -5% 7.71M 189.77 0.58% Share
32 ABBV AbbVie Inc.
220.19
+4.04% 36.56K +9.78% 7.66M 107.9 0.58% Share
33 BRK-B Berkshire Hatha...
496.91
+1.39% 14.33K +34.03% 7.63M 331.97 0.58% Share
34 CORP PIMCO Investmen...
99.07
+0.26% 76.65K +4.16% 7.42M 110.47 0.56% Share
35 SCHM Schwab U.S. Mid...
30.14
+1.58% 278.64K +2.01% 7.3M 21.46 0.55% Share
36 XMMO Invesco S&P Mid...
135.96
+1.49% 61.61K -1.82% 7.01M 120.76 0.53% Share
37 META Meta Platforms,...
750.90
-0.14% 11.85K +79.14% 6.83M 435.82 0.51% Share
38 V Visa Inc.
343.48
+1.59% 17.8K +9.59% 6.24M 151.3 0.47% Share
39 SPY SPDR S&P 500 ET...
657.61
+0.83% 11.09K +21.63% 6.2M 436.11 0.47% Share
40 SHYF The Shyft Group...
12.54
-0.79% 748.63K 0.00% 6.06M 11.74 0.46% Share
41 VO Vanguard Mid Ca...
293.64
+1.36% 23.23K +0.77% 6.01M 184.52 0.45% Share
42 VGT Vanguard Inform...
718.69
+0.53% 10.97K +2.27% 5.95M 378.48 0.45% Share
43 PALC Pacer Lunt Larg...
51.73
+1.11% 123.78K +90.82% 5.93M 48.63 0.45% Share
44 FTSM First Trust Enh...
60.03
+0.03% 98.85K +38.33% 5.92M 59.65 0.45% Share
45 COST Costco Wholesal...
964.32
+0.84% 6.24K +48.94% 5.9M 734.22 0.44% Share
46 VTI Vanguard Total ...
324.77
+0.92% 20.81K +19.87% 5.72M 205.77 0.43% Share
47 GOOGL Alphabet Inc.
240.37
+0.50% 36.8K -1.36% 5.69M 115.05 0.43% Share
48 JPM JPMorgan Chase ...
305.50
+1.65% 22.62K +29.29% 5.55M 195.76 0.42% Share
49 VBR Vanguard Small ...
212.40
+1.71% 28.62K +7.73% 5.33M 146.88 0.40% Share
50 GOOG Alphabet Inc.
240.78
+0.51% 33.69K +11.53% 5.26M 116.43 0.40% Share
51 VIG Vanguard Divide...
216.56
+0.90% 26.1K +0.49% 5.06M 165.89 0.38% Share
52 SPYI Neos S&P 500(R)...
52.19
+0.44% 104.48K +100.00% 5M 47.89 0.38% Share
53 USDU WisdomTree Bloo...
26.23
-0.23% 183.41K +100.00% 5M 27.26 0.38% Share
54 WMT Walmart Inc.
102.63
+2.21% 56.07K +35.30% 4.92M 61.55 0.37% Share
55 TSLA Tesla, Inc.
368.81
+6.04% 18.92K -6.84% 4.9M 200.38 0.37% Share
56 AVUS Avantis U.S. Eq...
107.98
+1.06% 52.4K -47.44% 4.84M 94.24 0.36% Share
57 MCD McDonald's Corp...
308.37
+0.79% 15.48K +30.54% 4.84M 235.29 0.36% Share
58 BTAL AGFiQ U.S. Mark...
16.02
+0.79% 224.26K +100.00% 4.67M 20.84 0.35% Share
59 SCHA Schwab U.S. Sma...
27.95
+1.80% 198.79K -6.2% 4.66M 20.72 0.35% Share
60 VB Vanguard Small ...
258.07
+1.77% 20.76K +20.52% 4.6M 203.86 0.35% Share
61 SHEL Shell plc
72.05
-0.83% 62.56K -2.91% 4.58M 61.94 0.35% Share
62 DE Deere & Company
476.65
+1.12% 9.23K +3.02% 4.33M 120.29 0.33% Share
63 DBND DoubleLine Oppo...
46.74
+0.24% 93.11K +218.06% 4.3M 45.93 0.32% Share
64 T AT&T Inc.
29.48
+0.98% 151.32K +51.36% 4.28M 24.7 0.32% Share
65 IEMG iShares Core MS...
64.81
+1.23% 79.23K +5.20% 4.28M 51.16 0.32% Share
66 DGRW WisdomTree U.S....
88.91
+0.99% 53.04K -5.44% 4.24M 60.08 0.32% Share
67 RDVY First Trust Ris...
66.71
+1.55% 71.94K +97.64% 4.21M 52.41 0.32% Share
68 VV Vanguard Large ...
303.83
+0.80% 16.35K -7.08% 4.2M 182 0.32% Share
69 VOT Vanguard Mid-Ca...
293.91
+1.19% 16.94K +12.37% 4.14M 203 0.31% Share
70 HD The Home Depot,...
423.33
+2.44% 11.2K +20.06% 4.11M 339.6 0.31% Share
71 CALF Pacer US Small ...
44.12
+1.51% 108.31K +7.42% 4.06M 45.03 0.31% Share
72 SCHX Schwab U.S. Lar...
26.06
+0.81% 182.46K +0.13% 4.03M 16.16 0.30% Share
73 BKLN Invesco Senior ...
20.98
+0.12% 192.71K +2.19% 3.99M 20.38 0.30% Share
74 SPLV Invesco S&P 500...
73.78
+1.46% 52.79K +0.03% 3.94M 62.28 0.30% Share
75 DIVO Amplify CWP Enh...
43.87
+0.94% 95.12K +78.40% 3.88M 37.66 0.29% Share
76 PAVE Global X U.S. I...
47.15
+1.62% 102.63K +23.57% 3.87M 28.87 0.29% Share
77 VOO Vanguard S&P 50...
604.58
+0.82% 7.47K -5.9% 3.84M 410.85 0.29% Share
78 JEPI JPMorgan Equity...
57.24
+0.60% 66.38K +11.97% 3.79M 56.62 0.29% Share
79 TAFI Alliance Bernst...
25.32
-0.08% 150.85K +4.11% 3.78M 24.9 0.29% Share
80 VYM Vanguard High D...
142.04
+0.90% 29.31K +2.89% 3.78M 104.02 0.28% Share
81 XDEC FT Cboe Vest U....
39.92
+0.26% 102.29K 0.00% 3.76M 37.3 0.28% Share
82 SPMD SPDR Portfolio ...
58.30
+1.67% 73.41K +16.85% 3.76M 43.81 0.28% Share
83 RUNN Running Oak Eff...
34.94
+1.96% 113.5K +100.00% 3.68M 32.43 0.28% Share
84 FBND Fidelity Total ...
46.57
+0.17% 79.79K +8.73% 3.64M 44.75 0.27% Share
85 VXUS Vanguard Total ...
73.33
+1.13% 58.43K +9.30% 3.63M 53.11 0.27% Share
86 FNDF Schwab Fundamen...
43.02
+1.09% 99.67K -1.05% 3.6M 33.95 0.27% Share
87 IBM International B...
256.95
+0.03% 14.47K +15.61% 3.6M 160.01 0.27% Share
88 TFPN Blueprint Chesa...
24.10
+0.63% 159.79K +727.39% 3.59M 22.76 0.27% Share
89 VFLO VictoryShares F...
37.84
+1.15% 104.55K -13.05% 3.58M 33.03 0.27% Share
90 IAU iShares Gold Tr...
68.53
-0.17% 60.7K -0.83% 3.58M 36.15 0.27% Share
91 NOBL ProShares S&P 5...
105.03
+1.66% 34.76K +1.13% 3.55M 84.11 0.27% Share
92 LLY Eli Lilly and C...
755.95
+0.18% 4.25K +12.11% 3.51M 383.14 0.26% Share
93 CGDV Capital Group D...
42.13
+0.45% 95.9K +7.16% 3.42M 30.04 0.26% Share
94 NFLX Netflix, Inc.
1203.50
-3.54% 3.6K +71.99% 3.36M 647.53 0.25% Share
95 SCHR Schwab Intermed...
25.25
+0.06% 134.81K +9.30% 3.35M 26.91 0.25% Share
96 PDBC Invesco Optimum...
13.24
-0.82% 245.17K +35.38% 3.34M 14.85 0.25% Share
97 XLU Utilities Selec...
85.03
+0.48% 42.03K +10.49% 3.31M 75.63 0.25% Share
98 RTX RTX Corporation
157.67
+1.72% 24.39K +136.87% 3.23M 108.07 0.24% Share
99 XLF Financial Selec...
54.04
+1.66% 63.61K +67.69% 3.17M 42.34 0.24% Share
100 XOM Exxon Mobil Cor...
112.14
-0.32% 26.51K -16.27% 3.15M 77.17 0.24% Share
101 PLTR Palantir Techno...
164.36
-1.43% 37.32K -27.29% 3.15M 34.64 0.24% Share
102 ONEV SPDR Russell 10...
135.11
+1.63% 24.81K -2.24% 3.15M 101.8 0.24% Share
103 DIA SPDR Dow Jones ...
461.95
+1.32% 7.19K +118.35% 3.02M 388.84 0.23% Share
104 FTLS First Trust Lon...
68.80
+1.24% 46.9K +1.1K% 3.01M 64.22 0.23% Share
105 RWK Invesco S&P Mid...
128.98
+1.51% 27.82K +38.66% 3M 111.16 0.23% Share
106 SCHE Schwab Emerging...
32.74
+1.24% 108.1K +3.87% 2.98M 25.27 0.22% Share
107 BND Vanguard Total ...
74.66
+0.21% 37.95K +6.63% 2.79M 76.41 0.21% Share
108 SPYG SPDR Portfolio ...
102.90
+0.48% 34K -68.4% 2.73M 68.72 0.21% Share
109 FTCS First Trust Cap...
93.74
+1.46% 30.47K -10.06% 2.73M 77.16 0.21% Share
110 QTEC First Trust NAS...
218.34
+1.19% 15.35K -0.53% 2.66M 114.74 0.20% Share
111 SHY iShares 1-3 Yea...
82.94
+0.04% 31.81K -1.73% 2.63M 81.55 0.20% Share
112 JAAA Janus Henderson...
50.66
-0.01% 51.18K +28.19% 2.6M 50.59 0.20% Share
113 DFAI Dimensional Int...
36.45
+1.00% 82.56K +2.88% 2.58M 26.72 0.19% Share
114 MMLG First Trust Mul...
36.01
+0.23% 93.34K -5.69% 2.55M 20.99 0.19% Share
115 AVGO Broadcom Inc.
359.63
-2.69% 15.04K +96.86% 2.52M 154.5 0.19% Share
116 BIV Vanguard Interm...
78.56
+0.14% 32.48K -70.44% 2.49M 75.1 0.19% Share
117 CVX Chevron Corpora...
158.25
+0.29% 14.85K +14.31% 2.48M 125.66 0.19% Share
118 TLT iShares 20+ Yea...
90.31
+0.64% 27.16K -89.65% 2.47M 87.42 0.19% Share
119 MA Mastercard Inco...
588.73
+1.61% 4.49K +17.79% 2.46M 441.36 0.19% Share
120 QUAL iShares MSCI US...
191.55
+1.04% 14.39K +11.02% 2.46M 137.11 0.19% Share
121 IEI iShares 3-7 Yea...
120.01
+0.03% 20.7K -79.32% 2.45M 115.55 0.18% Share
122 BX Blackstone Inc.
183.78
+3.11% 17.47K +25.45% 2.44M 135.5 0.18% Share
123 MO Altria Group, I...
66.36
+0.20% 40.41K +7.88% 2.43M 51.2 0.18% Share
124 XLP Consumer Staple...
80.58
+0.80% 29.65K -8.89% 2.42M 81.24 0.18% Share
125 POCT Innovator S&P 5...
42.82
+0.12% 61.47K +789.08% 2.39M 38.93 0.18% Share
126 IJH iShares Core S&...
66.52
+1.68% 40.6K +34.01% 2.37M 56.99 0.18% Share
127 SCHP Schwab U.S. TIP...
27.09
+0.22% 87.68K -5.07% 2.36M 29.88 0.18% Share
128 SPSM SPDR Portfolio ...
46.80
+1.99% 57.3K -18.53% 2.34M 39.94 0.18% Share
129 DLN WisdomTree U.S....
86.39
+1.05% 29.07K -1.69% 2.31M 60.65 0.17% Share
130 SCHB Schwab U.S. Bro...
25.43
+0.93% 107.04K -45.94% 2.3M 18.36 0.17% Share
131 IBIT iShares Bitcoin...
65.03
+0.77% 49.08K +325.50% 2.3M 48.28 0.17% Share
132 JNJ Johnson & Johns...
178.50
+1.54% 13.73K +39.66% 2.28M 137.68 0.17% Share
133 EMXC iShares MSCI Em...
66.33
+0.73% 40.35K +19.72% 2.22M 52.21 0.17% Share
134 PG The Procter & G...
158.63
+0.81% 13.01K +16.03% 2.22M 120.16 0.17% Share
135 SMH VanEck Semicond...
303.93
+1.03% 10.47K -11.07% 2.21M 135.18 0.17% Share
136 HELO JPMorgan Hedged...
64.89
+0.36% 36.19K +18.35% 2.16M 61.67 0.16% Share
137 VZ Verizon Communi...
44.15
+1.51% 47.13K +10.83% 2.14M 48.43 0.16% Share
138 TIP iShares TIPS Bo...
111.83
+0.17% 19.09K -2.39% 2.12M 106.55 0.16% Share
139 IWF iShares Russell...
458.61
+0.52% 5.87K +5.38% 2.12M 212.05 0.16% Share
140 PM Philip Morris I...
167.91
+1.57% 13.15K +4.11% 2.09M 93.95 0.16% Share
141 SPYV SPDR Portfolio ...
54.78
+1.21% 40.7K -71.3% 2.08M 45.52 0.16% Share
142 FVD First Trust Val...
46.52
+1.28% 45.81K -24.86% 2.04M 34.55 0.15% Share
143 XLB Materials Selec...
92.58
+2.06% 23.36K +12.71% 2.01M 75.45 0.15% Share
144 DSTL Distillate U.S....
58.20
+1.66% 36.88K -0.35% 2M 43.84 0.15% Share
145 SOXX iShares Semicon...
255.19
+0.69% 10.6K -2.27% 1.99M 152.63 0.15% Share
146 YYY Amplify High In...
11.87
+0.13% 172.9K +153.03% 1.97M 11.84 0.15% Share
147 SCHO Schwab Short-Te...
24.39
+0.02% 79.41K -0.02% 1.93M 24.59 0.15% Share
148 AVUV Avantis U.S. Sm...
101.64
+1.59% 21.95K +10.84% 1.91M 87.81 0.14% Share
149 AVNM Avantis All Int...
70.26
+0.98% 32.48K -13.48% 1.89M 57.71 0.14% Share
150 EFAV iShares MSCI EA...
86.39
+0.84% 23.89K -3.64% 1.86M 69.1 0.14% Share