Cottonwood Capital Advisors, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $128 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $6.82M, Ishares Tr with a value of $6.29M, First Trust Rising Dividend Ac with a value of $6.08M, Flexshares Tr Disciplined Dura with a value of $5.99M, and Ishares Semiconductor ETF with a value of $5.51M.
Examining the 13F form we can see an increase of $7.36M in the current position value, from $120M to 128M.
Below you can find more details about Cottonwood Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
ETFs: $95.7 Million
Technology: $9.07 Million
Financial Services: $5.33 Million
Industrials: $4.32 Million
Consumer Defensive: $3.45 Million
Consumer Cyclical: $3.29 Million
Healthcare: $2.38 Million
Communication Services: $2.06 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
