Childress Capital Advisors, LLC Portfolio Holdings
Childress Capital Advisors, LLC
- $366 Million
- Q3 2024
Childress Capital Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $366 Million distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $38.5M, Exxon Mobil Corp with a value of $26.2M, J P Morgan Exchange Traded Fd with a value of $20.5M, Conocophillips with a value of $15.2M, and Spdr S&P 500 ETF Trust with a value of $13.4M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $349M to 366M.
Childress Capital Advisors, LLC is based out at Houston, TX
Below you can find more details about Childress Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 231
- Current Value $366 Million
- Prior Value $349 Million
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 66 stocks