Strathmore Capital Advisors, Inc. Portfolio Holdings

Strathmore Capital Advisors, Inc.

  • $137 Billion
  • Q4 2024

Strathmore Capital Advisors, Inc. has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $28.4B, Dimensional ETF Tr with a value of $25.8B, Dimensional ETF Tr Core Fxd In with a value of $20.9B, Dimensional ETF Tr Natl Mun Bd with a value of $17.6B, and Dimensional ETF Trust with a value of $8.7B.

Examining the 13F form we can see an increase of $137B in the current position value.

Strathmore Capital Advisors, Inc. is based out at Charlotte, NC

Below you can find more details about Strathmore Capital Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $91.4 Billion
Technology: $2.92 Billion
Consumer Cyclical: $2.86 Billion
Consumer Defensive: $744 Million
Utilities: $678 Million
Industrials: $661 Million
Communication Services: $562 Million
Financial Services: $238 Million
Other: $236 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.17B
$351 Million 0.26% of portfolio
20,128
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 37 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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