Acute Investment Advisory, LLC Portfolio Holdings

Acute Investment Advisory, LLC

  • $12.3 Million
  • Q2 2025

Acute Investment Advisory, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.3 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 $4.12M, Blackrock Ultra Short Term Bon with a value of $2.33M, Invesco Qqq Trust, Series 1 with a value of $709K, Spdr S&P 500 ETF Trust with a value of $586K, and Spdr Portfolio S&P 500 Value E with a value of $543K.

Examining the 13F form we can see an decrease of $7.62M in the current position value, from $19.9M to 12.3M.

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 $12.3 Million
ETFs: $11.3 Million
Consumer Defensive: $373,000
Technology: $293,000
Industrials: $273,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $12.3 Million
  • Prior Value $19.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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