Pollock Investment Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $46.8B, Sei Exchange Traded Fds Enhanc with a value of $37.8B, O Reilly Automotive Inc with a value of $2.7B, Mastercard Inc with a value of $2.1B, and Dimensional ETF Tr U S Core Eq with a value of $2.08B.

Examining the 13F form we can see an increase of $564M in the current position value, from $123B to 124B.

Pollock Investment Advisors, LLC is based out at Ann Arbor, MI

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

Portfolio value $124 Billion
ETFs: $87.9 Billion
Consumer Cyclical: $7.64 Billion
Consumer Defensive: $6.45 Billion
Financial Services: $5.51 Billion
Healthcare: $5.21 Billion
Industrials: $4.54 Billion
Technology: $3.24 Billion
Utilities: $1.2 Billion
Other: $2.02 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $124 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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