Trail Ridge Investment Advisors, LLC Portfolio Holdings
Trail Ridge Investment Advisors, LLC
- $191 Million
- Q2 2024
Trail Ridge Investment Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $191 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $13.9M, Ishares Inc Msci Emerging Mkts with a value of $13.7M, Apple Inc. with a value of $12M, Ishares Core S&P 500 ETF with a value of $10.8M, and Microsoft Corp with a value of $10.7M.
Examining the 13F form we can see an increase of $17M in the current position value, from $174M to 191M.
Below you can find more details about Trail Ridge Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$191 Million
ETFs: $84.7 Million
Technology: $36.6 Million
Financial Services: $14.3 Million
Consumer Cyclical: $13.2 Million
Healthcare: $10.7 Million
Consumer Defensive: $10.6 Million
Industrials: $10.1 Million
Communication Services: $7.43 Million
Other: $2.96 Million