Caitlin John, LLC Portfolio Holdings

Caitlin John, LLC

$102 Billion
Q1 2025

Caitlin John, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $6.67B, Vaneck ETF Tr Investment Grade with a value of $6.64B, Spdr Bloomberg 1 3 Month T Bil with a value of $5.92B, Spdr Portfolio Long Term Corpo with a value of $4.58B, and Spdr Bloomberg 3 12 Month T Bi with a value of $3.81B.

Examining the 13F form we can see an decrease of $49.3B in the current position value, from $151B to 102B.

Caitlin John, LLC is based out at Brighton, MI

Below you can find more details about Caitlin John, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion

ETFs: $65.1 Billion

Technology: $8.61 Billion

Financial Services: $5.49 Billion

Communication Services: $4 Billion

Healthcare: $3.82 Billion

Industrials: $3.34 Billion

Consumer Cyclical: $3.22 Billion

Consumer Defensive: $2.5 Billion

Other: $3.74 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
WETF Wisdom Tree Investments, Inc. Financial Services	$800M	$622 Million 0.61% of portfolio	69,708	Q1 2025 Reduced 60.4%

Summary

Portfolio
No. of Stocks 225
Current Value $102 Billion
Prior Value $151 Billion
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 34 stocks
Sold out of 0 stocks
Reduced holdings in 81 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caitlin John, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caitlin John, LLC with notifications on news.

Account