Helium Advisors LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15B, Jp Morgan ETF Tr Ultra Short I with a value of $14.4B, Goldman Sachs Access Treasury with a value of $8.84B, Ishares Tr with a value of $8.11B, and Janus Detroit Str Tr Janus Hen with a value of $7.4B.
Examining the 13F form we can see an increase of $11.2B in the current position value, from $126B to 137B.
Helium Advisors LLC is based out at Everett, WA
Below you can find more details about Helium Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Billion
ETFs: $92.5 Billion
Technology: $17.4 Billion
Financial Services: $9.88 Billion
Consumer Cyclical: $3.82 Billion
Communication Services: $3.37 Billion
Energy: $1.99 Billion
Consumer Defensive: $1.78 Billion
Healthcare: $1.46 Billion
Other: $1.34 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
