Financially Speaking Inc
Q1 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
78
- Value ($000)
$135,579
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002040901
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB TREASURY OBLIG MONEY INV | MMN | 808515621 | $70.70M | 52 % | 70,704,139 | ||
ICON FLEXIBLE BD FD INV | MFF | 78410K717 | $22.18M | 16 % | 2,582,637 | ||
NYLI MACKAY SHORT DURATION HIGH INC CL A | MFF | 56064B753 | $8.44M | 6 % | 892,635 | ||
RNMBY RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | ADR | 76206K107 | $8.34M | 6 % | 29,127 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.32M | 4 % | 9,987 | ||
THYSSENKRUPP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | ADR | 88629Q207 | $5.29M | 4 % | 512,725 | ||
BAESY BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | ADR | 05523R107 | $4.84M | 4 % | 58,859 | ||
SCOXX SCHWAB TREASURY OBLIG MONEY ULTRA | MMN | 808515480 | $2.67M | 2 % | 2,673,318 | ||
FLDR FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $2.34M | 2 % | 46,630 | ||
THALES FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | ADR | 883219206 | $1.95M | 1 % | 36,536 |
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