Sl Advisors, LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $60.5 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $7.42M, Next Decade Corp. with a value of $6.58M, Spdr S&P 500 ETF Trust with a value of $5.84M, Targa Resources Corp. with a value of $4.23M, and Cheniere Energy, Inc. with a value of $3.91M.

Examining the 13F form we can see an increase of $5.32M in the current position value, from $55.1M to 60.5M.

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

Portfolio value $60.5 Million
Energy: $41.6 Million
ETFs: $10.1 Million
Industrials: $2.8 Million
Financial Services: $2.21 Million
Consumer Defensive: $1.39 Million
Utilities: $1 Million
Consumer Cyclical: $684,000
Healthcare: $445,000
Other: $314,000

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 35
  • Current Value $60.5 Million
  • Prior Value $55.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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