Jt Stratford LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $630 Million distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $45M, Ishares Core U.S. Aggregate Bo with a value of $43.7M, Nvidia Corp with a value of $23.4M, Vanguard Dividend Appreciation with a value of $22.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $21.8M.

Examining the 13F form we can see an increase of $87.9M in the current position value, from $542M to 630M.

Jt Stratford LLC is based out at Gainesville, GA

Below you can find more details about Jt Stratford LLC portfolio as well as his latest detailed transactions.

Portfolio value $630 Million
ETFs: $346 Million
Technology: $94.3 Million
Communication Services: $39.2 Million
Financial Services: $36.3 Million
Consumer Cyclical: $32.1 Million
Healthcare: $24.7 Million
Consumer Defensive: $18.7 Million
Industrials: $17.3 Million
Other: $19.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $630 Million
  • Prior Value $542 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 57 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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