Cladis Investment Advisory, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.1B, Nvidia Corp with a value of $6.24B, Amazon Com Inc with a value of $4.83B, Microsoft Corp with a value of $4.31B, and Eli Lilly & CO with a value of $3.59B.
Examining the 13F form we can see an decrease of $3.29B in the current position value, from $144B to 141B.
Cladis Investment Advisory, LLC is based out at Billings, MT
Below you can find more details about Cladis Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$141 Billion
Technology: $38 Billion
ETFs: $19.7 Billion
Financial Services: $12.8 Billion
Industrials: $12.4 Billion
Communication Services: $10.4 Billion
Healthcare: $10.4 Billion
Consumer Cyclical: $9.12 Billion
Consumer Defensive: $9.03 Billion
Other: $11.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions