Jt Stratford LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $542 Million distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $41.3M, Ishares Tr Russell 1000 ETF with a value of $36.6M, Vanguard Dividend Appreciation with a value of $19.7M, Vanguard Intermediate Term Cor with a value of $17.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $17.3M.
Examining the 13F form we can see an decrease of $40.3M in the current position value, from $582M to 542M.
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
$542 Million
ETFs: $298 Million
Technology: $70.7 Million
Financial Services: $34 Million
Communication Services: $31.1 Million
Healthcare: $30.1 Million
Consumer Cyclical: $29.9 Million
Consumer Defensive: $18.4 Million
Industrials: $12.2 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions