Advisor Shares Investments LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $536 Million distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $104M, Invesco ETF Tr Ii S&P 500 Low with a value of $54.5M, Invesco ETF Ii S&P Intl Dev Lo with a value of $38.8M, Amphenol Corp with a value of $10.1M, and Ies Holdings, Inc. with a value of $10.1M.
Examining the 13F form we can see an increase of $47.1M in the current position value, from $489M to 536M.
Advisor Shares Investments LLC is based out at Bethesda, MD
Below you can find more details about Advisor Shares Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$536 Million
ETFs: $230 Million
Technology: $63.7 Million
Healthcare: $55 Million
Industrials: $53.4 Million
Consumer Cyclical: $49.9 Million
Financial Services: $44.4 Million
Utilities: $11.2 Million
Communication Services: $10.3 Million
Other: $18.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
