Quattro Financial Advisors LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $355 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.3M, Salesforce, Inc. with a value of $25.1M, Invesco Exchange Traded Fd Tr with a value of $23.9M, Amazon Com Inc with a value of $21.6M, and Invesco Qqq Trust, Series 1 with a value of $20.5M.

Examining the 13F form we can see an increase of $27.6M in the current position value, from $327M to 355M.

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

Portfolio value $355 Million
ETFs: $172 Million
Technology: $89.5 Million
Consumer Cyclical: $24.1 Million
Communication Services: $23.8 Million
Healthcare: $20.8 Million
Industrials: $14.2 Million
Basic Materials: $6.65 Million
Financial Services: $3.4 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $355 Million
  • Prior Value $327 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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