Advisor Shares Investments LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $489 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $55.1M, Ishares Msci Usa Momentum Fact with a value of $54.4M, Ishare Morningstar Mid Cap Gro with a value of $38.4M, Invesco Exchange Traded Fd Tr with a value of $37.3M, and American Water Works Company, Inc. with a value of $8.32M.
Examining the 13F form we can see an decrease of $12.8M in the current position value, from $502M to 489M.
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.
