Swisspartners Advisors LTD Portfolio Holdings

Swisspartners Advisors LTD

  • $96.1 Million
  • Q4 2024

Swisspartners Advisors LTD has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $96.1 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Index Shs Fund Spdr S&P C with a value of $10.2M, Horton D R Inc with a value of $9.79M, Alaska Air Group, Inc. with a value of $9.1M, Stellantis N.V. with a value of $8.62M, and Spdr Gold Trust with a value of $8.61M.

Examining the 13F form we can see an decrease of $30.4M in the current position value, from $126M to 96.1M.

Swisspartners Advisors LTD is based out at Zurich, V8

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

Portfolio value $96.1 Million
ETFs: $37.5 Million
Consumer Cyclical: $18.4 Million
Energy: $15.9 Million
Basic Materials: $11.8 Million
Industrials: $9.1 Million
Technology: $2.28 Million
Healthcare: $730,000
Financial Services: $424,000
Other: $0

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 25
  • Current Value $96.1 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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