Boulay Financial Advisors
Latest statistics and disclosures from Boulay Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002056342
Tip: Access up to 7 years of quarterly data
Positions held by Boulay Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Boulay Financial Advisors
Boulay Financial Advisors holds 2 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 53.2 | $159M | 1.8M | 88.00 |
|
|
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 46.8 | $140M | 6.3M | 22.33 |
|
Past Filings by Boulay Financial Advisors
SEC 13F filings are viewable for Boulay Financial Advisors going back to 2025
- Boulay Financial Advisors 2025 Q1 filed May 9, 2025