Alps Advisors Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $14.8 Billion distributed in 1033 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mplx LP with a value of $1.14B, Energy Transfer LP with a value of $1.13B, Enterprise Products Partners L.P. with a value of $1.11B, Plains All American Pipeline LP with a value of $1.09B, and Western Midstream Partners, LP with a value of $1.09B.

Examining the 13F form we can see an increase of $329M in the current position value, from $14.5B to 14.8B.

Alps Advisors Inc is based out at Denver, CO

Below you can find more details about Alps Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $14.8 Billion
Energy: $10 Billion
ETFs: $1.1 Billion
Technology: $660 Million
Financial Services: $518 Million
Consumer Cyclical: $513 Million
Healthcare: $486 Million
Industrials: $446 Million
Utilities: $377 Million
Other: $722 Million

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 1,033
  • Current Value $14.8 Billion
  • Prior Value $14.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 201 stocks
  • Additional Purchases 343 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 446 stocks
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