Managers / Q2 2022 · view latest →
Sanford Advisory Services, LLC
CIK 0001932496 · 590 WEST CENTRE AVE., PORTAGE, MI, 49024 · 269-488-6900
Reported Value
$354M
Q2 2022
Positions
114
Filings on Record
9
2019–present window
Filed
Jul 28, 2022
original filing
Summary
Sanford Advisory Services, Llc reported $354M in U.S.-listed holdings across 114 positions for Q2 2022.
Its largest position, Ishares Tr Core S P500 Etf, represents 11.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 76.8% · $272M
- Common Stock · 22.4% · $79M
- Other · 0.7% · $2M
- REIT · 0.1% · $471,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.