Amara Financial, LLC. Top Holdings and 13F Report (2024) About Amara Financial, LLC.Investment ActivityAmara Financial, LLC. has $104.50 million in total holdings as of September 30, 2024.Amara Financial, LLC. owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Mega Cap Growth ETF $21,750,091Vanguard Dividend Appreciation ETF $15,077,360Vanguard FTSE Developed Markets ETF $10,335,658Vanguard Mid-Cap ETF $6,635,896Vanguard Mega Cap Value ETF $6,026,522 Sector AllocationMap of 500 Largest Holdings ofAmara Financial, LLC. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$21,750,09167,55720.8%ETFVIGVanguard Dividend Appreciation ETF$15,077,36076,12514.4%ETFVEAVanguard FTSE Developed Markets ETF$10,335,658195,7149.9%ETFVOVanguard Mid-Cap ETF$6,635,89625,1526.3%ETFMGVVanguard Mega Cap Value ETF$6,026,52246,9795.8%ETFEFAiShares MSCI EAFE ETF$5,997,25871,7125.7%FinanceCMFiShares California Muni Bond ETF$5,190,52589,3225.0%ETFIJRiShares Core S&P Small-Cap ETF$4,591,48939,2574.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,175,06279,2834.0%ManufacturingVTVVanguard Value ETF$3,008,00017,2312.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,677,16025,6972.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,274,10736,4912.2%ETFSGOLabrdn Physical Gold Shares ETF$1,144,44545,5411.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,074,21221,8871.0%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$982,95332,4620.9%ETFSPYSPDR S&P 500 ETF Trust$958,6241,6710.9%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$930,8849,1880.9%ETFVSGXVanguard ESG International Stock ETF$918,50714,9330.9%ETFGLDSPDR Gold Shares$841,4743,4620.8%FinanceIEMGiShares Core MSCI Emerging Markets ETF$786,67913,7030.8%ETFVOOVanguard S&P 500 ETF$699,5071,3260.7%ETFVUGVanguard Growth ETF$685,8631,7860.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$652,96119,3700.6%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$610,2935,3870.6%ETFIVEiShares S&P 500 Value ETF$574,3682,9130.5%ETFAMEDAmedisys$525,9805,4500.5%MedicalEMNTPIMCO Enhanced Short Maturity Active ESG ETF$523,5365,2900.5%ETFVBVanguard Small-Cap ETF$515,7582,1740.5%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$361,5548,5500.3%ETFVOTVanguard Mid-Cap Growth ETF$359,0111,4750.3%ETFCVSCVS Health$354,1405,6320.3%Retail/WholesaleFTLSFirst Trust Long/Short Equity ETF$342,6025,3980.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$334,4183,1060.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$333,7952,3930.3%ETFVOEVanguard Mid-Cap Value ETF$332,0741,9810.3%ETFMSFTMicrosoft$328,5897640.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$306,0403,6900.3%ETFAAPLApple$288,4021,2380.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$272,8544,0420.3%ETFIEFAiShares Core MSCI EAFE ETF$257,3303,2970.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$250,2845,9850.2%ETFIWFiShares Russell 1000 Growth ETF$216,4535770.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
