Adroit Compliance, LLC Portfolio Holdings

Adroit Compliance, LLC

  • $479 Billion
  • Q4 2023

Adroit Compliance, LLC has filed its 13F form on February 08, 2024 for Q4 2023 where it was disclosed a total value porftolio of $479 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $102B, Ishares Trust Ishares 5 10 Yea with a value of $71.6B, Vanguard Dividend Appreciation with a value of $44.4B, Ishares Trust Ishares 1 5 Year with a value of $41.6B, and Ishares Msci Intl Quality Fact with a value of $27.2B.

Examining the 13F form we can see an increase of $479B in the current position value.

Adroit Compliance, LLC is based out at Rockford, IL

Below you can find more details about Adroit Compliance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $479 Billion
ETFs: $476 Billion

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 46
  • Current Value $479 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 08, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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