Acute Investment Advisory, LLC Portfolio Holdings

Acute Investment Advisory, LLC

  • $91.1 Million
  • Q4 2024

Acute Investment Advisory, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $91.1 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 $31.2M, Blackrock Ultra Short Term Bon with a value of $19.5M, Vanguard Mega Cap Growth ETF with a value of $8.99M, Vanguard Long Term Treasury Et with a value of $7.09M, and Invesco Qqq Trust, Series 1 with a value of $5.42M.

Examining the 13F form we can see an decrease of $55.7M in the current position value, from $147M to 91.1M.

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 $91.1 Million
ETFs: $90.1 Million
Consumer Defensive: $372,000
Technology: $357,000
Industrials: $270,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $91.1 Million
  • Prior Value $147 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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