The Analysis of Ashford Advisors, LLC's Holdings
Currently, Ashford Advisors, LLC holds 20 types of securities in its portfolio with a total value $452.1M. In the most recent quarter, they have increased their positions in ESGV (+134.3K shares, valued at $15.9M), MDY (+1.4K shares, valued at $813.4K), IWF (+1.3K shares, valued at $604.2K); decreased their positions in IVV (-26.3K shares, valued at $17.6M), SCHB (-148.6K shares, valued at $3.8M), VOO (-5.6K shares, valued at $3.4M); initiated new positions in MDY (+1.4K shares, valued at $813.4K), IWF (+1.3K shares, valued at $604.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR371.3K shares-6.63%2025-09-302025-11-03
VTI VANGUARD INDEX FDS157.0K shares-4.67%2025-09-302025-11-03 FNDX SCHWAB STRATEGIC TR1.9M shares-5.33%2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR1.4M shares-3.98%2025-09-302025-11-03 ESGV VANGUARD WORLD FD172.2K shares354.47%2025-09-302025-11-03 ACWI ISHARES TR119.6K shares-3.07%2025-09-302025-11-03 SCHB SCHWAB STRATEGIC TR597.0K shares-19.93%2025-09-302025-11-03 EFA ISHARES TR36.2K shares-0.91%2025-09-302025-11-03 IWB ISHARES TR9.1K shares0.00%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE4.0K shares-6.83%2025-09-302025-11-03 MDY SPDR S&P MIDCAP 400 ETF TR1.4K sharesnew addition2025-09-302025-11-03 VTV VANGUARD INDEX FDS4.3K shares215.43%2025-09-302025-11-03 IWV ISHARES TR1.8K shares-69.91%2025-09-302025-11-03 IJR ISHARES TR5.7K shares338.91%2025-09-302025-11-03 IWF ISHARES TR1.3K sharesnew addition2025-09-302025-11-03 SDY SPDR SER TR4.0K shares116.45%2025-09-302025-11-03 IJH ISHARES TR7.9K shares98.25%2025-09-302025-11-03 VOO VANGUARD INDEX FDS682 shares-89.09%2025-09-302025-11-03 EMXC ISHARES INC6.1K shares338.09%2025-09-302025-11-03 IEFA ISHARES TR2.3K shares-37.18%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available