ALBION FINANCIAL GROUP /UT has disclosed 508 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $1.44 Bil. The turnover rate is 10%.
In ALBION FINANCIAL GROUP /UT's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), Apple Inc (AAPL), iShares Russell Mid-Cap ETF (IWR), Microsoft Corp (MSFT), Legg Mason Low Volatility High Dividend ETF (LVHD), not including call and put options.
ALBION FINANCIAL GROUP /UT did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ALBION FINANCIAL GROUP /UT, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ALBION FINANCIAL GROUP /UT, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ALBION FINANCIAL GROUP /UT.