Ellerson Group Inc /Adv has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $17.4B, Apple Inc. with a value of $11.4B, Palantir Technologies Inc. with a value of $11.1B, Dexcom Inc with a value of $5.45B, and Alphabet Inc. with a value of $5.19B.

Examining the 13F form we can see an increase of $9.68B in the current position value, from $127B to 137B.

Ellerson Group Inc /Adv is based out at Annapolis, MD

Below you can find more details about Ellerson Group Inc /Adv portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
Technology: $45.2 Billion
Healthcare: $24.1 Billion
Energy: $18.4 Billion
ETFs: $17.6 Billion
Industrials: $10.7 Billion
Financial Services: $9.23 Billion
Communication Services: $6.04 Billion
Consumer Cyclical: $3.82 Billion
Other: $851 Million

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 50
  • Current Value $137 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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