Ausdal-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "HOOD",
  "FRGE",
  "GDX",
  null,
  null,
  null,
  null,
  "SMCI",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "FLG",
  "BABA",
  null,
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "RIOT",
  "VDE",
  "VTS",
  "AXP",
  "JQC",
  "GDXJ",
  "NMZ",
  "SENS",
  null,
  "SCHH",
  null,
  "APAM",
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "AROC",
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  "MFIC",
  null,
  "LOW",
  null,
  null,
  "AVEM",
  null,
  "ARCC",
  "BBDC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  null,
  null,
  null,
  null,
  "ETG",
  "DUK",
  "ETJ",
  null,
  "PTY",
  "PDI",
  null,
  "PSEC",
  null,
  "RC",
  null,
  null,
  null,
  "EOG",
  null,
  null,
  "EXPE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FGB",
  null,
  null,
  "SLRN",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  "FSCO",
  "GLAD",
  "LAMR",
  "ISRG",
  null,
  null,
  null,
  "HUBB",
  "PDT",
  "EMXC",
  "GOF",
  "HTD",
  null,
  "LEN",
  "ITW",
  null,
  null,
  null,
  "GSIE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "BEEP",
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "SHYF",
  null,
  null,
  null,
  null,
  "EGY",
  null,
  null,
  "IONQ",
  null,
  "NXG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "OPP",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  "UUUU",
  null,
  null,
  null,
  null,
  null,
  "BENF",
  "MPC",
  "JGH",
  null,
  "MMC",
  "SLF",
  null,
  null,
  "PWR",
  "SILA",
  null,
  null,
  "MA",
  "MSFT",
  null,
  null,
  "MS",
  "DX",
  "TMUS",
  "EQT",
  "EXC",
  "FHN",
  null,
  "GE",
  null,
  "HEI",
  "OXY",
  null,
  null,
  null,
  "ORLY",
  "ADM",
  "DLN",
  "BX",
  "BGX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  "IRM",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "PLTR",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "JPC",
  "AMGN",
  null,
  "MSTR",
  "FNDX",
  null,
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "CI",
  "TPR",
  "TGT",
  "TJX",
  "TFC",
  "TWLO",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "SCHW",
  "PCT",
  "ACWV",
  null,
  "VWO",
  null,
  null,
  null,
  "HR",
  null,
  null,
  null,
  null,
  null,
  "ADAP",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "AEO",
  "VIG",
  null,
  null,
  "LYG",
  null,
  null,
  null,
  null,
  null,
  "ONCY",
  null,
  "IWO",
  "XLB",
  null,
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "GPMT",
  "DD",
  "VRTX",
  null,
  "VRSK",
  "RLI",
  "ONB",
  "GM",
  null,
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "NCLH",
  null,
  "BENFW",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "GCI",
  null,
  "KW",
  null,
  "IDXX",
  null,
  "UA",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  null,
  null,
  "IVE",
  "PFG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTES",
  null,
  "PDD",
  null,
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  "MGK",
  null,
  "VXUS",
  "VBK",
  null,
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VXRT",
  "V",
  "VIRT",
  "WBD",
  "WMT",
  "WFC",
  "WEN",
  "WSR",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  null,
  "SCHA",
  "JD",
  "EIX",
  "KEY",
  null,
  "SO",
  null,
  null,
  "TTD",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "LYB",
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  null,
  null,
  "FDX",
  null,
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BHC",
  "BMO",
  "BK",
  "BRK-B",
  "BDX",
  "BJ",
  null,
  "BA",
  null,
  "BMY",
  "BTI",
  "CARR",
  "CCL",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COHR",
  "CMCSA",
  "COP",
  "STZ",
  "CEG",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "PLAY",
  "DE",
  "DVN",
  null,
  null,
  "RSP",
  null,
  null,
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 645
Total Value: 1326655342
Accession Number: 0001172661-25-002287
Form Type: 13F-HR
CIK: ausdal-financial-partners
Manager Name: Ausdal-Financial-Partners

Data Enrichment

55% identified

357 identified288 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

645 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:57.4K

Value:$10.9M

% of Portfolio:0.8% ($10.9M/$1.3B)

69374H568

Shares:378.6K

Value:$10.8M

% of Portfolio:0.8% ($10.8M/$1.3B)

87283Q867

Shares:317.0K

Value:$10.2M

% of Portfolio:0.8% ($10.2M/$1.3B)

464287200

IVV|464287200

Shares:18.1K

Value:$10.2M

% of Portfolio:0.8% ($10.2M/$1.3B)

00039J103

Shares:181.2K

Value:$9.2M

% of Portfolio:0.7% ($9.2M/$1.3B)

81369Y506

Shares:91.4K

Value:$8.5M

% of Portfolio:0.6% ($8.5M/$1.3B)

72201R833

Shares:84.7K

Value:$8.5M

% of Portfolio:0.6% ($8.5M/$1.3B)

464287226

Shares:84.8K

Value:$8.4M

% of Portfolio:0.6% ($8.4M/$1.3B)

464287655

IWM|464287655

Shares:40.4K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.3B)

922908744

VTV|922908744

Shares:46.6K

Value:$8.0M

% of Portfolio:0.6% ($8.0M/$1.3B)

464287598

IWD|464287598

Shares:41.0K

Value:$7.7M

% of Portfolio:0.6% ($7.7M/$1.3B)

AbbVie Inc.

ABBV|00287Y109

Shares:36.6K

Value:$7.7M

% of Portfolio:0.6% ($7.7M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.3K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.3B)

72201R817

Shares:76.6K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.3B)

808524508

Shares:278.6K

Value:$7.3M

% of Portfolio:0.6% ($7.3M/$1.3B)

46137V464

Shares:61.6K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.3B)

Meta Platforms, Inc.

META|30303M102

Shares:11.8K

Value:$6.8M

% of Portfolio:0.5% ($6.8M/$1.3B)

VISA INC.

V|92826C839

Shares:17.8K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.3B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:11.1K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.3B)

SHYFT GROUP, INC.

SHYF|825698103

Shares:748.6K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	57.4K	QoQ +23.62% (+11.0K) YoY +91.21% (+27.4K)	All Managers (Combined)	$10.9M	0.8% ($10.9M/$1.3B)	QoQ +7.21% (+$735.1K) YoY +101.69% (+$5.5M)
(cusip69374H568)✕	378.6K	QoQ +50.09% (+126.4K) YoY NEW(+378.6K)	All Managers (Combined)	$10.8M	0.8% ($10.8M/$1.3B)	QoQ +46.30% (+$3.4M) YoY NEW(+$10.8M)
(cusip87283Q867)✕	317.0K	QoQ +20.84% (+54.7K) YoY +1513.14% (+297.3K)	All Managers (Combined)	$10.2M	0.8% ($10.2M/$1.3B)	QoQ +17.25% (+$1.5M) YoY +1622.53% (+$9.6M)
(IVVcusip464287200)	18.1K	QoQ +20.46% (+3.1K) YoY +49.29% (+6.0K)	All Managers (Combined)	$10.2M	0.8% ($10.2M/$1.3B)	QoQ +14.98% (+$1.3M) YoY +59.55% (+$3.8M)
(cusip00039J103)✕	181.2K	QoQ +2.24% (+4.0K) YoY +72.84% (+76.4K)	All Managers (Combined)	$9.2M	0.7% ($9.2M/$1.3B)	QoQ +2.77% (+$247.5K) YoY +73.15% (+$3.9M)
(cusip81369Y506)✕	91.4K	QoQ +68.00% (+37.0K) YoY +162.21% (+56.5K)	All Managers (Combined)	$8.5M	0.6% ($8.5M/$1.3B)	QoQ +83.28% (+$3.9M) YoY +159.54% (+$5.2M)
(cusip72201R833)✕	84.7K	QoQ +27.40% (+18.2K) YoY +113.97% (+45.1K)	All Managers (Combined)	$8.5M	0.6% ($8.5M/$1.3B)	QoQ +27.76% (+$1.9M) YoY +114.14% (+$4.5M)
(cusip464287226)✕	84.8K	QoQ -3.59% (-3.2K) YoY -2.58% (-2.2K)	All Managers (Combined)	$8.4M	0.6% ($8.4M/$1.3B)	QoQ -1.58% (-$135.2K) YoY -1.60% (-$136.9K)
(IWMcusip464287655)	40.4K	QoQ -6.58% (-2.8K) YoY -0.61% (-251)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.3B)	QoQ -15.66% (-$1.5M) YoY -5.72% (-$489.2K)
(VTVcusip922908744)	46.6K	QoQ +727.74% (+40.9K) YoY +1306.91% (+43.3K)	All Managers (Combined)	$8.0M	0.6% ($8.0M/$1.3B)	QoQ +744.55% (+$7.1M) YoY +1392.36% (+$7.5M)
(IWDcusip464287598)	41.0K	QoQ -5.00% (-2.2K) YoY NEW(+41.0K)	All Managers (Combined)	$7.7M	0.6% ($7.7M/$1.3B)	QoQ -3.44% (-$275.2K) YoY NEW(+$7.7M)
AbbVie Inc.(ABBVcusip00287Y109)	36.6K	QoQ +9.78% (+3.3K) YoY +14.91% (+4.7K)	All Managers (Combined)	$7.7M	0.6% ($7.7M/$1.3B)	QoQ +29.43% (+$1.7M) YoY +32.21% (+$1.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.3K	QoQ +34.02% (+3.6K) YoY +70.83% (+5.9K)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.3B)	QoQ +57.46% (+$2.8M) YoY +116.34% (+$4.1M)
(cusip72201R817)✕	76.6K	QoQ +4.15% (+3.1K) YoY +12.61% (+8.6K)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.3B)	QoQ +5.98% (+$419.1K) YoY +13.46% (+$880.2K)
(cusip808524508)✕	278.6K	QoQ +2.01% (-5.5K) YoY +222.38% (+192.2K)	All Managers (Combined)	$7.3M	0.6% ($7.3M/$1.3B)	QoQ -3.54% (-$268.3K) YoY +3.72% (+$262.3K)
(cusip46137V464)✕	61.6K	QoQ -1.82% (-1.1K) YoY +751.49% (+54.4K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.3B)	QoQ -9.58% (-$743.0K) YoY +743.30% (+$6.2M)
Meta Platforms, Inc.(METAcusip30303M102)	11.8K	QoQ +79.14% (+5.2K) YoY +121.94% (+6.5K)	All Managers (Combined)	$6.8M	0.5% ($6.8M/$1.3B)	QoQ +76.33% (+$3.0M) YoY +163.43% (+$4.2M)
VISA INC.(Vcusip92826C839)	17.8K	QoQ +9.58% (+1.6K) YoY +19.86% (+2.9K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.3B)	QoQ +21.52% (+$1.1M) YoY +50.52% (+$2.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	11.1K	QoQ +21.62% (+2.0K) YoY +64.29% (+4.3K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.3B)	QoQ +16.08% (+$859.3K) YoY +75.70% (+$2.7M)
SHYFT GROUP, INC.(SHYFcusip825698103)	748.6K	QoQ 0.00% (-0) YoY NEW(+748.6K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.3B)	QoQ -31.09% (-$2.7M) YoY NEW(+$6.1M)