Question 1

What stocks does ASCENTIS INDEPENDENT ADVISORS hold in its portfolio?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's top stock holdings include AVGO, QQQ, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASCENTIS INDEPENDENT ADVISORS's largest stock holdings?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's largest stock holdings as of their last filing include AVGO (valued at approximately $0.5 million), QQQ (valued at approximately $3.8 million), IVV (valued at approximately $3.7 million), MO (valued at approximately $0.3 million), MSFT (valued at approximately $0.3 million).

Question 3

When was ASCENTIS INDEPENDENT ADVISORS's last SEC filing?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASCENTIS INDEPENDENT ADVISORS recently bought or sold?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASCENTIS INDEPENDENT ADVISORS reported?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASCENTIS INDEPENDENT ADVISORS invest in?

Accepted Answer

ASCENTIS INDEPENDENT ADVISORS's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.