Urban Financial Advisory Corp

13F Filings History

Latest 13F report: Q3 2024 - Nov 15, 2024
Value $: $181M
Signature - Title: Steven D Urban - President
Location: Chicago, IL
Summary: This page shows a list of all the recent 13F filings made by Urban Financial Advisory Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Urban Financial Advisory Corp reported 49 stock holdings with total value $181M as of Q3 2024. Top holdings included SPY, IJH, PICB, VCSH, and FNDX.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	49	$181M	+$9.15M	-$1.65M	+$7.5M	SPY, IJH, PICB, VCSH, FNDX	13F-HR	11/15/2024, 04:18 PM
Q2 2024	24	$164M	+$4.37M	-$4.5M	-$123K	SPY, IJH, PICB, VCSH, FNDX	13F-HR	8/12/2024, 10:58 AM
Q1 2024	25	$163M	+$46.4M	-$783K	+$45.6M	SPY, IJH, PICB, VCSH, IEFA	13F-HR	5/9/2024, 08:31 AM
Q4 2023	21	$131M	$0	$0		SPY, IJH, VCSH, IEFA, IJR	13F-HR	2/14/2024, 04:28 PM