Shade Tree Advisors LLC Portfolio Holdings

Shade Tree Advisors LLC

  • $99.2 Billion
  • Q4 2024

Shade Tree Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99.2 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $68.3B, Vanguard Star Fd Vanguard Tota with a value of $7.98B, Globalfoundries Inc. with a value of $5.1B, Vanguard Bd Index Fd Inc Total with a value of $3.93B, and Vanguard Mun Bd Fds Tax Exempt with a value of $3.62B.

Examining the 13F form we can see an increase of $99.2B in the current position value.

Shade Tree Advisors LLC is based out at Saratoga Springs, NY

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

Portfolio value $99.2 Billion
ETFs: $93.2 Billion
Technology: $5.1 Billion
Consumer Defensive: $745 Million
Consumer Cyclical: $131 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.4B
$5.1 Billion 5.14% of portfolio
118,750
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $99.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Shade Tree Advisors LLC Portfolio

Follow Shade Tree 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 Shade Tree Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shade Tree Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email