Ausdal Financial Partners, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$1.5B
Signature - Title
Michelle Swinney - Director of Operations
Location
Davenport, IA
Summary
This page shows a list of all the recent 13F filings made by Ausdal Financial Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ausdal Financial Partners, Inc. reported 691 stock holdings with total value $1.5B as of Q2 2025. Top holdings included SHV, AAPL, SCHG, SCHD, and BIL.
Holdings Value

List of Other Managers Reporting for Ausdal Financial Partners, Inc.:

Name Holdings Value Location File Number
Freedom Investment Management, Inc. $1.25B Hartford, CT 028-15088
GeoWealth Management, LLC $2.56B Chicago, IL 028-16841
Orion Portfolio Solutions, LLC $10.3B Omaha, NE 028-20154
Advyzon Investment Management, LLC $452M Lisle, IL 028-24707
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 691 $1.5B +$208M -$121M +$86.4M SHV, AAPL, SCHG, SCHD, BIL 13F-HR 8/14/2025, 04:51 PM
Q1 2025 645 $1.33B +$344M -$151M +$193M SHV, AAPL, USFR, SCHG, SCHD 13F-HR 5/15/2025, 03:43 PM
Q4 2024 567 $1.16B +$375M -$133M +$242M IEF, AAPL, SCHG, SCHD, CAT 13F-HR 2/11/2025, 05:44 PM
Q3 2024 513 $960M +$93.4M -$116M -$23M SHV, CAT, SCHD, SPLG, AAPL 13F-HR 10/4/2024, 04:32 PM
Q2 2024 497 $936M +$111M -$34M +$77.4M SHV, ACWI, CAT, SCHD, SPLG 13F-HR 8/6/2024, 05:28 PM
Q1 2024 462 $859M +$66.7M -$58.3M +$8.44M SHV, SCHD, CAT, ACWI, SPLG 13F-HR 4/12/2024, 10:04 AM
Q4 2023 454 $808M +$123M -$100M +$22.9M SHV, ACWI, SCHD, CAT, SPLG 13F-HR 1/11/2024, 02:32 PM
Q3 2023 472 $726M +$129M -$117M +$11.8M EDV, ACWI, SCHD, CAT, SPLG 13F-HR 11/8/2023, 03:17 PM
Q2 2023 433 $736M +$50.8M -$34.2M +$16.6M SHV, ACWI, SCHD, SPLG, AAPL 13F-HR 7/31/2023, 03:17 PM
Q1 2023 443 $726M +$60.4M -$33M +$27.4M SHV, ACWI, SCHD, SPLG, CAT 13F-HR 5/4/2023, 08:31 AM
Q4 2022 448 $688M +$112M -$75.8M +$36M SHV, ACWI, SCHD, SPLG, CAT 13F-HR 2/3/2023, 03:55 PM
Q3 2022 444 $634M +$112M -$68.6M +$43.6M SHV, SHY, SCHD, SPLG, AAPL 13F-HR 11/9/2022, 08:59 AM
Q2 2022 450 $663M +$129M -$39.7M +$89.1M SCHD, IVV, AAPL, CAT, SPLG 13F-HR 8/9/2022, 04:54 PM
Q1 2022 480 $733M +$157M -$79.9M +$77.1M VIXYXXXX, AAPL, SCHD, CAT, BND 13F-HR 5/4/2022, 12:42 PM
Q4 2021 483 $746M +$110M -$31.5M +$78.9M AAPL, QQQ, SCHD, CAT, F 13F-HR 2/8/2022, 09:26 AM
Q3 2021 474 $672M +$87.1M -$60.3M +$26.8M AAPL, QQQ, SCHD, FLTR, AMZN 13F-HR 11/1/2021, 11:33 AM
Q2 2021 462 $661M +$85.8M -$49.2M +$36.7M AAPL, FLTR, IEMG, SCHD, QQQ 13F-HR 7/19/2021, 11:47 AM
Q1 2021 442 $582M +$85.5M -$29.9M +$55.6M IWM, AAPL, IEMG, SCHD, QQQ 13F-HR 5/5/2021, 01:32 PM
Q4 2020 406 $478M +$105M -$35.9M +$69.5M IEMG, SPLG, SCHD, CORP, CAT 13F-HR 2/1/2021, 03:18 PM
Q3 2020 343 $385M +$104M -$8.39M +$96M IWF, IEMG, SPLG, QQQ, CORP 13F-HR 11/4/2020, 01:53 PM
Q2 2020 291 $296M +$28.4M -$29.3M -$902K AAPL, IWF, VGSH, SPLG, QQQ 13F-HR 8/6/2020, 04:55 PM
Q1 2020 269 $270M +$74.7M -$53M +$21.7M IWF, SPY, AAPL, CAT, VGSH 13F-HR 5/4/2020, 01:01 PM
Q4 2019 323 $333M +$62.7M -$23.2M +$39.5M MINT, AAPL, CAT, ACWI, VEU 13F-HR 2/14/2020, 08:56 AM
Q3 2019 310 $283M +$36.6M -$8.81M +$27.8M ACWI, CAT, AAPL, NEAR, GSY 13F-HR 11/19/2019, 03:59 PM
Q2 2019 293 $260M +$47.3M -$15.6M +$31.7M ACWI, CAT, AAPL, GSY, SPLG 13F-HR 8/5/2019, 04:58 PM
Q1 2019 272 $246M +$28.8M -$3.46M +$25.3M ACWI, CAT, VTI, AAPL, IEMG 13F-HR 5/13/2019, 01:13 PM
Q4 2018 248 $205M +$36M -$66.3M -$30.2M ACWI, CAT, VTI, IEMG, ACWX 13F-HR 2/11/2019, 02:58 PM
Q3 2018 419 $353M +$60M -$27.9M +$32.1M GSY, CAT, QQQ, VTI, AAPL 13F-HR 11/9/2018, 09:32 AM
Q2 2018 405 $324M +$72M -$19M +$52.9M VWO, JPST, CAT, VTI, AAPL 13F-HR 8/8/2018, 04:40 PM
Q1 2018 357 $287M +$41.7M -$18M +$23.7M VWO, CAT, NEAR, VTI, AAPL 13F-HR 4/20/2018, 04:32 PM
Q4 2017 356 $278M +$38.3M -$17.9M +$20.4M VWO, CAT, AAPL, T, ISCV 13F-HR 2/8/2018, 12:47 PM
Q3 2017 333 $251M +$27.4M -$12.3M +$15.1M VWO, CAT, AAPL, JNKXXXX, T Restatement 11/13/2017, 01:07 PM
Q2 2017 315 $234M +$37.2M -$23.6M +$13.7M VWO, CAT, AAPL, JNKXXXX, VB 13F-HR 8/11/2017, 03:28 PM
Q1 2017 287 $221M +$34.7M -$23.1M +$11.5M VWO, VB, CAT, AAPL, IJR Restatement 8/11/2017, 03:28 PM
Q4 2016 259 $213M +$36.9M -$12M +$24.8M VWO, IJR, VCSH, CAT, JNKXXXX 13F-HR 1/23/2017, 08:57 AM
Q3 2016 263 $196M +$18.6M -$9.95M +$8.69M VCSH, JNKXXXX, VTI, DVY, AAPL 13F-HR 10/25/2016, 04:40 PM
Q2 2016 259 $194M +$33M -$12.4M +$20.6M VTI, ACWX, VCSH, JNKXXXX, DVY 13F-HR 7/29/2016, 02:44 PM
Q1 2016 232 $176M +$30.6M -$14.1M +$16.5M VTI, DEM, ACWX, VCSH, DVY 13F-HR 5/5/2016, 08:48 AM
Q4 2015 1,262 $197M VTI, VCSH, IVV, DVY, AAPL 13F-HR 2/16/2016, 07:07 PM