S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Better Than Oil Stocks (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Jeff Bezos Backs "Drug Smuggler" to Fight Alzheimer's (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Better Than Oil Stocks (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Jeff Bezos Backs "Drug Smuggler" to Fight Alzheimer's (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Better Than Oil Stocks (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Jeff Bezos Backs "Drug Smuggler" to Fight Alzheimer's (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Dell Technologies breaks out ahead of earnings release
Better Than Oil Stocks (Ad)
Dropbox’s stock is a falling knife worth catching
Novavax’s dispute resolution and upcoming earnings call
Better Than Oil Stocks (Ad)
Stock ideas from the 2024 Microcap Conference
Warner Bros. Discover: Debt down, profits up, yet questions remain
Jeff Bezos Backs "Drug Smuggler" to Fight Alzheimer's (Ad)
Gloom settles over Germany's economy, with businesses downbeat about the coming months
Sprouts, Block rise; Booking Holdings, Insulet fall, Friday, 2/23/2024

Alm First Financial Advisors, LLC Top Holdings and 13F Report (2024)

About Alm First Financial Advisors, LLC

Investment Activity

  • Alm First Financial Advisors, LLC has $246.16 million in total holdings as of December 31, 2023.
  • Alm First Financial Advisors, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.12% of the portfolio was purchased this quarter.
  • This quarter, Alm First Financial Advisors, LLC has purchased 16 new stocks and bought additional shares in 1 stock.
  • Alm First Financial Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Goldman FS Treasury Obligations Fund
2,418,972 shares (about $286.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlm First Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
TRTY
Cambria Trinity ETF
$45,862,2500.0%1,825,00018.6%ETF
GMOM
Cambria Global Momentum ETF
$43,984,1600.0%1,600,00017.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$27,581,2500.0%375,00011.2%ETF
VAMO
Cambria Value and Momentum ETF
$19,810,0000.0%700,0008.0%ETF
GVAL
Cambria Global Value ETF
$19,166,1300.0%900,0007.8%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$13,514,0000.0%200,0005.5%ETF
Goldman FS Treasury Obligations Fund
$13,441,781$286,949 2.2%113,313,9875.5%Money Market Mutual Fund
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$9,759,7500.0%385,0004.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$8,874,0000.0%170,0003.6%ETF
FMF
First Trust Managed Futures Strategy Fund
$8,069,6000.0%175,0003.3%ETF
EYLD
Cambria Emerging Shareholder Yield ETF
$7,837,5000.0%250,0003.2%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$7,734,0000.0%300,0003.1%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$6,955,2000.0%270,0002.8%ETF
BLDG
Cambria Global Real Estate ETF
$6,830,0820.0%270,0002.8%ETF
Graniteshares Gold Trust stock logo
BAR
Graniteshares Gold Trust
$4,078,0000.0%200,0001.7%Finance
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$2,660,0000.0%200,0001.1%Manufacturing

Showing largest 100 holdings. View all holdings.