The Analysis of Boulay Financial Advisors, LLC's Holdings


Currently, Boulay Financial Advisors, LLC holds 4 types of securities in its portfolio with a total value $712.4M. In the most recent quarter, they have increased their positions in FNDX (+234.1K shares, valued at $6.2M), MOAT (+40.2K shares, valued at $4.0M); decreased their positions in IWY (-14.1K shares, valued at $3.9M), RUNN (-20.1K shares, valued at $689.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FNDX Schwab Strategic TR8.8M shares2.74%2025-09-302025-10-14history
MOAT VanEck ETF Trust2.1M shares1.93%2025-09-302025-10-14history
IWY Ishares TR572.2K shares-2.40%2025-09-302025-10-14history
RUNN Strategic Trust3.4M shares-0.60%2025-09-302025-10-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available