Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $467 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $38M, Technology Sector Spdr with a value of $34.4M, Spdr Portfolio Short Term Corp with a value of $28.7M, Invesco Qqq Trust, Series 1 with a value of $28M, and Invesco Exchange Traded Fd Tr with a value of $23.1M.
Examining the 13F form we can see an decrease of $136M in the current position value, from $603M to 467M.
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. is based out at Fort Worth, TX
Below you can find more details about Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. portfolio as well as his latest detailed transactions.