Sanford Advisory Services, LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 8, 2023
Value $
$420M
Signature - Title
Lori Bumgart - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Sanford Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sanford Advisory Services, LLC reported 119 stock holdings with total value $420M as of Q4 2022. Top holdings included USMV, GSLC, IJH, IVV, and SYK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 119 $420M +$61.2M -$19.2M +$42M USMV, GSLC, IJH, IVV, SYK 13F-HR 2/7/2023, 06:04 PM
Q3 2022 109 $350M +$36.6M -$23.6M +$13M GSLC, IJH, USMV, IVV, AAPL 13F-HR 11/9/2022, 04:56 PM
Q2 2022 114 $354M +$19.3M -$12.9M +$6.42M IVV, GSLC, USMV, IJH, DGRO 13F-HR 7/28/2022, 02:22 PM
Q1 2022 111 $367M +$8M -$9.08M -$1.08M GSLC, USMV, IJH, AAPL, SYK 13F-HR 7/28/2022, 02:18 PM
Q4 2021 110 $441M +$20.3M -$14.9M +$5.39M IVV, GSLC, USMV, IJH, AAPL 13F-HR 7/28/2022, 02:10 PM
Q3 2021 109 $399M +$32.7M -$20.2M +$12.6M IVV, GSLC, USMV, IJH, SYK 13F-HR 7/28/2022, 02:07 PM
Q2 2021 106 $388M +$12.3M -$3.29M +$8.99M USMV, GSLC, IVV, IJH, SYK 13F-HR 7/28/2022, 02:02 PM
Q1 2021 102 $355M +$79.8M -$51.9M +$27.9M USMV, GSLC, IVV, IJH, SYK 13F-HR 7/28/2022, 01:58 PM
Q4 2020 97 $312M $0 $0 USMV, GSLC, SYK, AAPL, XMLV 13F-HR 7/28/2022, 01:55 PM