Seros Financial, LLC Top Holdings and 13F Report (2025) About Seros Financial, LLCInvestment ActivitySeros Financial, LLC has $111.07 million in total holdings as of December 31, 2024.Seros Financial, LLC owns shares of 52 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $13,649,306iShares Russell Top 200 Growth ETF $9,877,934iShares S&P 500 Value ETF $8,895,192Berkshire Hathaway $8,151,052Invesco S&P MidCap 400 Revenue ETF $7,765,830 Sector AllocationMap of 500 Largest Holdings ofSeros Financial, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$13,649,30628,48912.3%FinanceIWYiShares Russell Top 200 Growth ETF$9,877,93446,0478.9%ETFIVEiShares S&P 500 Value ETF$8,895,19248,8728.0%ETFBRK.BBerkshire Hathaway$8,151,05220,0377.3%FinanceRWKInvesco S&P MidCap 400 Revenue ETF$7,765,83070,7387.0%ETFXLGInvesco S&P 500 Top 50 ETF$7,596,281166,0396.8%ETFFPEFirst Trust Preferred Securities and Income ETF$6,961,655401,0176.3%ETFNJANInnovator Growth-100 Power Buffer ETF - January$5,629,839124,1425.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$5,613,713124,4775.1%ETFBUFRFT Vest Laddered Buffer ETF$4,998,793172,8494.5%ETFBNDVanguard Total Bond Market ETF$3,050,16542,3342.7%ETFBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$2,890,50167,4242.6%ETFSCHXSchwab US Large-Cap ETF$2,377,63637,0062.1%ETFSPYSPDR S&P 500 ETF Trust$1,881,4793,4571.7%FinanceNVDANVIDIA$1,830,88514,8201.6%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$1,669,84719,0931.5%ETFAMZNAmazon.com$1,410,9197,3011.3%Retail/WholesaleAAPLApple$1,248,3835,9271.1%Computer and TechnologyMSFTMicrosoft$1,246,7632,7891.1%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,053,05520,0620.9%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$989,66255,0730.9%ETFGRPMInvesco S&P MidCap 400 GARP ETF$975,6888,5280.9%ETFIWMiShares Russell 2000 ETF$950,9454,6870.9%FinanceORNOrion Group$937,82998,6150.8%ConstructionSPHBInvesco S&P 500 High Beta ETF$869,58210,2970.8%ETFCRWDCrowdStrike$680,9291,7770.6%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$556,58513,4020.5%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$507,62914,4500.5%ETFTSLATesla$495,2932,5030.4%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$491,1245,3070.4%ETFJCIJohnson Controls International$472,6027,1100.4%ConstructionNJULInnovator Growth-100 Power Buffer ETF - July$390,1176,5610.4%ETFBJULInnovator U.S. Equity Buffer ETF - July$365,4918,7480.3%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$358,66210,3480.3%ETFCOSTCostco Wholesale$340,8464010.3%Retail/WholesalePMAYInnovator U.S. Equity Power Buffer ETF - May$309,7879,0820.3%ETFSHYLXtrackers Short Duration High Yield Bond ETF$298,6306,7720.3%ETFNAPRInnovator Growth-100 Power Buffer ETF - April$292,7666,1460.3%ETFGOOGAlphabet$282,2841,5390.3%Computer and TechnologyUAPRInnovator U.S. Equity Ultra Buffer ETF - April$279,9609,6410.3%ETFGOOGLAlphabet$276,8891,5200.2%Computer and TechnologyIVViShares Core S&P 500 ETF$269,2374920.2%ETFMETAMeta Platforms$238,4964730.2%Computer and TechnologyPSEPInnovator U.S. Equity Power Buffer ETF - September$235,9116,2960.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$234,7946,1320.2%ETFQTJLInnovator Growth Accelerated Plus ETF - July$234,6687,7950.2%ETFVVisa$229,1938730.2%Business ServicesABBVAbbVie$214,4001,2500.2%MedicalORCLOracle$211,0941,4950.2%Computer and TechnologyQDECFT Vest Nasdaq-100 Buffer ETF - December$202,0307,7540.2%ETFOMEROmeros$65,42716,1150.1%MedicalPRPLPurple Innovation$10,40010,0000.0%Consumer StaplesShowing 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. 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