Shade Tree Advisors LLC Portfolio Holdings

Shade Tree Advisors LLC

  • $101 Billion
  • Q1 2025

Shade Tree Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 18 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 $64.4B, Vanguard Star Fd Vanguard Tota with a value of $10.1B, Spdr S&P 500 ETF Trust with a value of $4.61B, Globalfoundries Inc. with a value of $4.38B, and Vanguard Bd Index Fd Inc Total with a value of $4.03B.

Examining the 13F form we can see an increase of $1.71B in the current position value, from $99.2B to 101B.

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 $101 Billion
ETFs: $95.1 Billion
Technology: $4.38 Billion
Consumer Defensive: $769 Million
Financial Services: $508 Million
Consumer Cyclical: $105 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $101 Billion
  • Prior Value $99.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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