Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $653 Million distributed in 152 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 $64.5M, Invesco Exchange Traded Fd Tr with a value of $42.8M, Technology Sector Spdr with a value of $37.4M, Spdr Portfolio Short Term Corp with a value of $35.3M, and Invesco Qqq Trust, Series 1 with a value of $29M.
Examining the 13F form we can see an increase of $186M in the current position value, from $467M to 653M.
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.
Portfolio value
$653 Million
ETFs: $480 Million
Technology: $37.5 Million
Financial Services: $35.9 Million
Energy: $27.5 Million
Healthcare: $19.4 Million
Industrials: $16.1 Million
Communication Services: $13.4 Million
Real Estate: $8.51 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions