Rational Advisors LLC Portfolio Holdings

Rational Advisors LLC

  • $984 Million
  • Q1 2024

Rational Advisors LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $984 Million distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $95.4M, Ishares Core U.S. Aggregate Bo with a value of $95.4M, Spdr Portfolio Aggregate Bond with a value of $95.3M, Alps ETF Tr Alerian Mlp ETF with a value of $65.1M, and Invesco Exchange Traded Fd Tr with a value of $61.5M.

Examining the 13F form we can see an increase of $85.9M in the current position value, from $898M to 984M.

Rational Advisors LLC is based out at Huntington, NY

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

Portfolio value $984 Million
ETFs: $871 Million
Consumer Cyclical: $33 Million
Technology: $23.1 Million
Financial Services: $16.2 Million
Communication Services: $14.8 Million
Industrials: $7.97 Million
Healthcare: $7.03 Million
Consumer Defensive: $6.23 Million
Other: $4.69 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$863M
$1.19 Million 0.12% of portfolio
85,000
Q1 2024 Added 146.38%

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $984 Million
  • Prior Value $898 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 41 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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