Tri Star Advisors Inc. Portfolio Holdings

Tri Star Advisors Inc.

  • $5.9 Billion
  • Q3 2023

Tri Star Advisors Inc. has filed its 13F form on November 06, 2023 for Q3 2023 where it was disclosed a total value porftolio of $5.9 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $566M, Spdr Portfolio Short Term Trea with a value of $515M, Vanguard with a value of $514M, Ishares Trust Ishares 1 5 Year with a value of $495M, and Ishares Gnma Bond ETF with a value of $473M.

Examining the 13F form we can see an decrease of $712M in the current position value, from $6.62B to 5.9B.

Below you can find more details about Tri Star Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.9 Billion
ETFs: $5.55 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $5.9 Billion
  • Prior Value $6.62 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 06, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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