Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TFLO, ICSH, MGK, VGLT, QQQ, and represent 79.26% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 5 stocks: MGK (+$9.0M), QQQ (+$5.4M), SPY, IWM, XLC.
- Started 5 new stock positions in MGK, QQQ, SPY, IWM, XLC.
- Reduced shares in these 10 stocks: VUSB (-$27M), TFLO (-$25M), GBIL (-$18M), ICSH (-$17M), SGOV (-$9.0M), VGLT, PGX, IEF, ICVT, USIG.
- Sold out of its positions in BAC, SGOV, VUSB.
- Acute Investment Advisory was a net seller of stock by $-81M.
- Acute Investment Advisory has $91M in assets under management (AUM), dropping by -47.65%.
- Central Index Key (CIK): 0001944780
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Portfolio Holdings for Acute Investment Advisory
Acute Investment Advisory holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 34.3 | $31M | -44% | 619k | 50.47 |
|
| Ishares Tr Ultra Short-term (ICSH) | 21.4 | $20M | -46% | 387k | 50.43 |
|
| Vanguard World Mega Grwth Ind (MGK) | 9.9 | $9.0M | NEW | 26k | 343.41 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 7.8 | $7.1M | -37% | 128k | 55.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $5.4M | NEW | 11k | 511.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.1 | $4.7M | NEW | 7.9k | 586.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 4.0 | $3.6M | NEW | 16k | 220.96 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.5 | $2.3M | NEW | 23k | 96.81 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 2.4 | $2.2M | -41% | 187k | 11.53 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.4 | $2.1M | -40% | 23k | 92.45 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 1.5 | $1.4M | -47% | 16k | 84.97 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.8 | $688k | -41% | 32k | 21.55 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.7 | $674k | -42% | 13k | 50.28 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $373k | 407.00 | 916.27 |
|
|
| Apple (AAPL) | 0.4 | $357k | -13% | 1.4k | 250.42 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $326k | -98% | 3.3k | 99.91 |
|
| CSX Corporation (CSX) | 0.3 | $271k | 8.4k | 32.27 |
|
Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- Acute Investment Advisory 2024 Q4 filed Jan. 24, 2025
- Acute Investment Advisory 2024 Q3 filed Oct. 29, 2024
- Acute Investment Advisory 2024 Q2 filed July 18, 2024
- Acute Investment Advisory 2024 Q1 filed April 25, 2024
- Acute Investment Advisory 2023 Q4 filed Jan. 30, 2024
- Acute Investment Advisory 2023 Q3 filed Oct. 24, 2023
- Acute Investment Advisory 2023 Q2 filed July 27, 2023
- Acute Investment Advisory 2023 Q1 filed April 21, 2023
- Acute Investment Advisory 2022 Q4 filed Jan. 18, 2023
- Acute Investment Advisory 2022 Q3 filed Oct. 20, 2022
- Acute Investment Advisory 2021 Q4 filed Aug. 31, 2022
- Acute Investment Advisory 2022 Q1 filed Aug. 31, 2022
- Acute Investment Advisory 2022 Q2 filed Aug. 31, 2022