Quattro Financial Advisors LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $279 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $24.5M, Microsoft Corp with a value of $19.3M, Invesco S&P 500 Equal Weight E with a value of $18.2M, Invesco Qqq Trust, Series 1 with a value of $18M, and Emerson Electric CO with a value of $12.6M.

Examining the 13F form we can see an decrease of $75.4M in the current position value, from $355M to 279M.

Below you can find more details about Quattro Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Million
ETFs: $175 Million
Technology: $38.5 Million
Healthcare: $16.4 Million
Industrials: $12.6 Million
Consumer Cyclical: $11.5 Million
Basic Materials: $11.4 Million
Communication Services: $10.7 Million
Financial Services: $3.61 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $279 Million
  • Prior Value $355 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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