Pollock Investment Advisors, LLC Portfolio Holdings

Pollock Investment Advisors, LLC

  • $123 Billion
  • Q4 2024

Pollock Investment Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $48.4B, Sei Exchange Traded Fds Enhanc with a value of $35.9B, O Reilly Automotive Inc with a value of $2.23B, Mastercard Inc with a value of $2.02B, and Apple Inc. with a value of $1.92B.

Examining the 13F form we can see an increase of $123B in the current position value.

Pollock Investment Advisors, LLC is based out at Ann Arbor, MI

Below you can find more details about Pollock Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $87.1 Billion
Consumer Cyclical: $7.35 Billion
Consumer Defensive: $6.51 Billion
Industrials: $4.84 Billion
Financial Services: $4.84 Billion
Healthcare: $4.77 Billion
Technology: $4.09 Billion
Communication Services: $1.5 Billion
Other: $2.12 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 42 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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