Ausdal Financial Partners, Inc.

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Michelle Swinney - Director of Operations
Location
Davenport, IA
Holdings as of
June 30, 2025
Value $
$1.5B
Num holdings
691
Date filed
8/14/2025, 04:51 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SHV, AAPL, SCHG, SCHD, and BIL.
Previous filing
Q1 2025 - May 15, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michelle Swinney Director of Operations Davenport, Iowa 8/14/2025

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

Other Included Managers (1):

Num Name Location File Number
1 UX Wealth Partners LLC