Quattro Financial Advisors LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $296 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.2M, Invesco Exchange Traded Fd Tr with a value of $27.1M, Amazon Com Inc with a value of $22.1M, Invesco Qqq Trust, Series 1 with a value of $21.5M, and Invesco S&P 500 Equal Weight E with a value of $12M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $270M to 296M.

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

Portfolio value $296 Million
ETFs: $174 Million
Technology: $42.9 Million
Consumer Cyclical: $22.9 Million
Communication Services: $17.5 Million
Basic Materials: $15.6 Million
Financial Services: $12.6 Million
Healthcare: $7.99 Million
Energy: $2.52 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $296 Million
  • Prior Value $270 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Quattro Financial Advisors LLC Portfolio

Follow Quattro Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quattro Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quattro Financial Advisors LLC with notifications on news.