Townsend & Associates, Inc has disclosed 103 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 $974.00 Mil. The turnover rate is 7%.
In Townsend & Associates, Inc's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Short Treasury Bond ETF (SHV), iShares Core 1-5 Year USD Bond ETF (ISTB), iShares Core High Dividend ETF (HDV), ISHARES TRUST (IUSV), Mohawk Industries Inc (MHK), not including call and put options.
Townsend & Associates, Inc 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 Townsend & Associates, Inc, 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 Townsend & Associates, Inc, 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 Townsend & Associates, Inc.