American Capital Advisory, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 479 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $22.4B, Dimensional ETF Trust with a value of $12.3B, Dimensional ETF Tr U S Equity with a value of $10.1B, Dimensional ETF Tr with a value of $7.44B, and Dimensional ETF Tr Dimensional with a value of $7.19B.

Examining the 13F form we can see an increase of $32.5B in the current position value, from $140B to 172B.

American Capital Advisory, LLC is based out at Ketchum, ID

Below you can find more details about American Capital Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $93.3 Billion
Technology: $13.5 Billion
Financial Services: $11.8 Billion
Consumer Cyclical: $9.49 Billion
Consumer Defensive: $8.51 Billion
Communication Services: $7.01 Billion
Healthcare: $5.03 Billion
Energy: $3.21 Billion
Other: $4.68 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 479
  • Current Value $172 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 102 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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