Alera Investment Advisors, LLC Portfolio Holdings
Alera Investment Advisors, LLC
- $838 Million
- Q3 2024
Alera Investment Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $838 Million distributed in 1016 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $90M, Ishares S&P 500 Growth ETF with a value of $57.6M, Ishares Russell 1000 Gr ETF with a value of $41.4M, Spdr Portfolio S&P 500 Value E with a value of $37.6M, and Blackrock ETF Tr U S Equity Fa with a value of $33.8M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $822M to 838M.
Below you can find more details about Alera Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,016
- Current Value $838 Million
- Prior Value $822 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 37 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks