Notify me when A&I FINANCIAL SERVICES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 79 | $210,541,828 | +$8,071,777 | -$4,591,250 | +$3,480,527 | IWM, TSEL, OAKM, BUSA, DBMF | 13F-HR | 28 Jan 2026, 13:50 |
| Q3 2025 | 77 | $204,891,535 | +$21,145,458 | -$7,443,005 | +$13,702,453 | IWM, TSEL, BUSA, OAKM, DBMF | 13F-HR | 23 Oct 2025, 12:06 |
| Q2 2025 | 73 | $177,159,770 | +$20,100,483 | -$5,215,015 | +$14,885,468 | IWM, TSEL, OAKM, BUSA, ITOT | 13F-HR | 14 Jul 2025, 10:14 |
| Q1 2025 | 72 | $147,762,016 | +$59,898,873 | -$9,032,298 | +$50,866,575 | IWM, TSEL, BUSA, OAKM, ITOT | 13F-HR | 01 May 2025, 15:30 |
| Q4 2024 | 72 | $102,584,044 | $0 | $0 | $0 | IWM, ITOT, DBMF, VEA, NVDA | 13F-HR | 05 Feb 2025, 10:18 |
| Q3 2019 | 25 | $66,830,000 | +$7,593,031 | -$136,231 | +$7,456,800 | SPY, IEF, STX, SYY, AES | 13F-HR | 09 Oct 2019, 15:58 |
| Q2 2019 | 23 | $61,060,000 | +$6,761,020 | -$97,084 | +$6,663,936 | SPY, LBRT, F, AES, STX | 13F-HR | 02 Aug 2019, 17:58 |
| Q1 2019 | 17 | $54,234,000 | +$33,656,965 | -$40,543,000 | -$6,886,035 | SPY, LBRT, AES, STX, SYY | 13F-HR | 01 May 2019, 15:45 |
| Q4 2018 | 20 | $59,205,000 | +$28,291,491 | -$3,850,868 | +$24,440,623 | EFA, BND, VT, SCHF, AES | 13F-HR | 30 Jan 2019, 16:47 |
| Q3 2018 | 17 | $39,878,000 | +$14,721,081 | -$25,670,725 | -$10,949,644 | EFA, SYY, FE, HPQ, JWN | 13F-HR | 05 Nov 2018, 17:36 |
| Q2 2018 | 20 | $49,814,000 | +$14,858,252 | -$3,357,126 | +$11,501,126 | SPY, EAT, SYY, FE, AES | 13F-HR | 09 Aug 2018, 17:39 |
| Q1 2018 | 17 | $37,486,000 | +$4,106,350 | -$16,656,144 | -$12,549,794 | SPY, USB, FE, HPQ, F | 13F-HR | 14 May 2018, 17:08 |
| Q4 2017 | 28 | $50,651,000 | $0 | $0 | $0 | SPY, IVV, SYY, IP, HPQ | 13F-HR | 09 Feb 2018, 17:02 |