Cottonwood Capital Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Disciplined Dura with a value of $6.83M, Ishares Dj Us Tech ETF with a value of $6.35M, First Trust Rising Dividend Ac with a value of $5.55M, Ishares Tr with a value of $5.13M, and Ishares Tr Edge High Yield Def with a value of $4.98M.
Examining the 13F form we can see an decrease of $3.91M in the current position value, from $130M to 126M.
Below you can find more details about Cottonwood Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $94.6 Million
Technology: $8.46 Million
Financial Services: $7.26 Million
Consumer Defensive: $3.97 Million
Industrials: $3.64 Million
Consumer Cyclical: $3.1 Million
Healthcare: $1.84 Million
Energy: $1.6 Million
Other: $1.63 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
