Cladis Investment Advisory, LLC Portfolio Holdings

Cladis Investment Advisory, LLC

  • $144 Billion
  • Q3 2024

Cladis Investment Advisory, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4B, Nvidia Corp with a value of $5.63B, Microsoft Corp with a value of $4.74B, Eli Lilly & CO with a value of $4.38B, and Amazon Com Inc with a value of $4.29B.

Examining the 13F form we can see an increase of $6.45B in the current position value, from $138B to 144B.

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 $144 Billion
Technology: $37.8 Billion
ETFs: $19 Billion
Industrials: $12.7 Billion
Healthcare: $12.6 Billion
Financial Services: $12.2 Billion
Communication Services: $10.1 Billion
Consumer Defensive: $9.67 Billion
Consumer Cyclical: $9.18 Billion
Other: $14.1 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 135
  • Current Value $144 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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