Fermata Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $484 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $48.9M, Ishares Core S&P 500 ETF with a value of $35.4M, Innovator U.S. Equity Ultra Bu with a value of $21.3M, Ishares Russell 1000 Gr ETF with a value of $20.4M, and Invesco Qqq Trust, Series 1 with a value of $20.3M.
Examining the 13F form we can see an increase of $68.9M in the current position value, from $415M to 484M.
Fermata Advisors, LLC is based out at Sonoma, CA
Below you can find more details about Fermata Advisors, LLC portfolio as well as his latest detailed transactions.
