• 13F History

Sanford Advisory Services, LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 8, 2023
Value $
$420M
Signature - Title
Lori Bumgart - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Sanford Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sanford Advisory Services, LLC reported 119 stock holdings with total value $420M as of Q4 2022. Top holdings included USMV, GSLC, IJH, IVV, and SYK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 119 $420M +$61.2M -$17.6M +$43.6M USMV, GSLC, IJH, IVV, SYK 13F-HR 2/7/2023, 05:04 PM
Q3 2022 109 $350M +$36.6M -$21.1M +$15.5M GSLC, IJH, USMV, IVV, AAPL 13F-HR 11/9/2022, 03:56 PM
Q2 2022 114 $354M +$57.8M -$10.5M +$47.3M IVV, GSLC, USMV, IJH, DGRO 13F-HR 7/28/2022, 02:22 PM
Q1 2022 110 $366M +$8M -$8.12M -$122K GSLC, USMV, IJH, AAPL, SYK 13F-HR 7/28/2022, 02:18 PM
Q4 2021 110 $441M +$20.5M -$13.4M +$7.07M IVV, GSLC, USMV, IJH, AAPL 13F-HR 7/28/2022, 02:10 PM
Q3 2021 109 $399M +$32.7M -$20.2M +$12.6M IVV, GSLC, USMV, IJH, SYK 13F-HR 7/28/2022, 02:07 PM
Q2 2021 106 $388M +$12.3M -$3.29M +$8.99M USMV, GSLC, IVV, IJH, SYK 13F-HR 7/28/2022, 02:02 PM
Q1 2021 101 $355M +$79.8M -$51.9M +$27.9M USMV, GSLC, IVV, IJH, SYK 13F-HR 7/28/2022, 01:58 PM
Q4 2020 96 $312M USMV, GSLC, SYK, AAPL, XMLV 13F-HR 7/28/2022, 01:55 PM