Slagle Financial, LLC
RIA/Wealth
Slagle Financial, LLC is a RIA/Wealth based in Edwardsville, IL led by Chad A Slagle, reporting $315.0M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
PresidentChad A Slagle
- Portfolio Value
- $272.7M
- Positions
- 116
- Top Holding
- NVDA at 5.46%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Slagle Financial, LLC's portfolio (31.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $14.9M | 5.46% | -$322.0K Sold | 0.00% 79.8K shares | |
Consumer Electronics Technology | $14.0M | 5.14% | +$318.3K Bought | 0.00% 55.1K shares | |
ETF ETF | $12.6M | 4.63% | +$66.5K Bought | — 161.2K shares | |
Software - Infrastructure Technology | $9.4M | 3.45% | +$36.8K Bought | 0.00% 18.2K shares | |
Banks - Diversified Financial Services | $7.2M | 2.66% | +$128.7K Bought | 0.00% 23.0K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $6.2M | 2.27% | +$262.8K Bought | 0.00% 93.3K shares | |
Semiconductors Technology | $6.1M | 2.22% | -$75.9K Sold | 0.00% 18.3K shares | |
Tobacco Consumer Defensive | $5.4M | 1.97% | +$219.2K Bought | 0.00% 81.5K shares | |
ETF ETF | $5.4M | 1.97% | -$39.0K Sold | — 82.2K shares | |
Oil & Gas Integrated Energy | $5.3M | 1.94% | +$134.8K Bought | 0.00% 47.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Slagle Financial, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+29.95% | |
+11.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-13.16% | |
-12.32% | |
-10.89% | |
-9.97% |
Analytics
Portfolio insights and performance metrics for Slagle Financial, LLC
GthenA