Citadel Investment Advisory, Inc. Portfolio Holdings
Citadel Investment Advisory, Inc.
- $184 Million
- Q3 2024
Citadel Investment Advisory, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $50.2M, Markel Corp with a value of $24.9M, Alphabet Inc. with a value of $7.73M, Microsoft Corp with a value of $6.64M, and Alphabet Inc. with a value of $5.15M.
Examining the 13F form we can see an increase of $8.09M in the current position value, from $176M to 184M.
Below you can find more details about Citadel Investment Advisory, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$184 Million
Financial Services: $91.9 Million
Communication Services: $18.7 Million
Technology: $16.4 Million
Consumer Defensive: $15 Million
Healthcare: $14.6 Million
Industrials: $11.9 Million
Consumer Cyclical: $11.7 Million
Real Estate: $813,000
Other: $0