Acute Investment Advisory, LLC Portfolio Holdings

Acute Investment Advisory, LLC

  • $11.9 Million
  • Q3 2025

Acute Investment Advisory, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.9 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $3.41M, Blackrock Ultra Short Term Bon with a value of $1.87M, Emerson Electric CO with a value of $1.58M, Invesco Qqq Trust, Series 1 with a value of $617K, and Spdr S&P 500 ETF Trust with a value of $506K.

Examining the 13F form we can see an decrease of $364K in the current position value, from $12.3M to 11.9M.

Acute Investment Advisory, LLC is based out at Mesa, AZ

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

Portfolio value $11.9 Million
ETFs: $9.31 Million
Industrials: $1.87 Million
Technology: $364,000
Consumer Defensive: $348,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.41 Million 28.68% of portfolio
67,427
Q3 2025 Reduced 17.04%
$0
$1.87 Million 15.69% of portfolio
36,771
Q3 2025 Reduced 20.04%
$75.4B
$1.58 Million 13.25% of portfolio
12,020
Q3 2025 New
$0
$617,000 5.19% of portfolio
1,029
Q3 2025 Reduced 20.05%
$0
$506,000 4.25% of portfolio
761
Q3 2025 Reduced 19.89%
$0
$460,000 3.87% of portfolio
8,326
Q3 2025 Reduced 19.82%
$0
$442,000 3.72% of portfolio
4,008
Q3 2025 Reduced 16.69%
$0
$375,000 3.15% of portfolio
1,551
Q3 2025 Reduced 19.89%
$4.3T
$364,000 3.06% of portfolio
1,430
Q2 2025 Added 0.7%
$404B
$348,000 2.93% of portfolio
377
Q1 2025 Reduced 7.37%
$0
$341,000 2.87% of portfolio
6,006
Q3 2025 Reduced 16.59%
$73.4B
$297,000 2.5% of portfolio
8,381
Q3 2024 Reduced 26.07%
$0
$277,000 2.33% of portfolio
2,342
Q3 2025 Reduced 14.71%
$0
$263,000 2.21% of portfolio
2,732
Q3 2025 Reduced 16.38%
$0
$261,000 2.19% of portfolio
22,576
Q3 2025 Reduced 16.83%
$0
$256,000 2.15% of portfolio
638
Q3 2025 Reduced 20.25%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $11.9 Million
  • Prior Value $12.3 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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