Klr Investment Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $138 Billion distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Doubleline ETF Trust with a value of $10.7B, Invesco Exchange Traded Self I with a value of $8.44B, First Trust Global Tactical CO with a value of $4.51B, Wisdomtree Yield Enhanced U.S. with a value of $4.26B, and Microsoft Corp with a value of $3.9B.

Examining the 13F form we can see an decrease of $57.3M in the current position value, from $138B to 138B.

Klr Investment Advisors, LLC is based out at Providence, RI

Below you can find more details about Klr Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $52.7 Billion
Technology: $21.6 Billion
Healthcare: $9.43 Billion
Financial Services: $8.55 Billion
Industrials: $8.06 Billion
Consumer Cyclical: $5.78 Billion
Communication Services: $5.66 Billion
Energy: $3.95 Billion
Other: $5.86 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $138 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 116 stocks
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