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Ausdal Financial Partners, Inc.
Ausdal Financial Partners, Inc. is a broker-dealer and investment adviser registered with the SEC, offering both brokerage and investment advisory services to retail investors.
Investment Strategy
Standard brokerage and investment advisory services, including mutual funds, exchange-traded funds, variable annuities, and more.
Latest 13F Filing Activity
Ausdal Financial Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 679 equity positions with a total 13F market value of $1B. The fund increased holdings in First TR Exchng Traded FD VI, Nvidia Corporation, SPDR S&P 500 Etf TR among other positions. Ausdal Financial Partners, Inc. reduced exposure to Ishares TR, Wisdomtree TR, SPDR Gold TR among others.
Top Holdings
Equity Positions (679)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 5.24% | $78.6M | 711,846 | $110.42 | $110.42 | -$26.0M |
A AAPL | APPLE INC | 2.55% | $38.1M | 185,927 | $157.74 | $205.17 | +$65.3K |
S SCHG | SCHWAB STRATEGIC TR | 2.53% | $37.9M | 1,295,841 | $21.57 | $29.21 | +$5.7M |
S SCHD | SCHWAB STRATEGIC TR | 1.97% | $29.5M | 1,112,718 | $23.93 | $26.50 | -$1.0M |
B BIL | SPDR SERIES TRUST | 1.92% | $28.8M | 313,902 | $91.71 | $91.73 | +$1.9M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
L Louise Short | Senior Partner | Tulsa, OK , United States | |
 | Investment Professional | Paragould, AR , United States | |
D Dave Roberts | Partner | Downers Grove, IL , United States |
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