Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TFLO, ICSH, EMR, QQQ, SPY, and represent 67.03% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 1 stock: EMR.
- Started 1 new stock position in EMR.
- Reduced shares in these 10 stocks: TFLO, ICSH, ICVT, QQQ, SPY, SPYV, IWM, SHV, VGLT, MGK.
- Sold out of its position in ICVT.
- Acute Investment Advisory was a net seller of stock by $-715k.
- Acute Investment Advisory has $12M in assets under management (AUM), dropping by -2.96%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 28.7 | $3.4M | -17% | 67k | 50.59 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 15.7 | $1.9M | -20% | 37k | 50.75 |
|
| Emerson Electric (EMR) | 13.2 | $1.6M | NEW | 12k | 131.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $618k | -20% | 1.0k | 600.37 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $507k | -19% | 761.00 | 666.18 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 3.9 | $461k | -19% | 8.3k | 55.33 |
|
| Ishares Tr Short Treas Bd (SHV) | 3.7 | $443k | -16% | 4.0k | 110.49 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.2 | $375k | -19% | 1.6k | 241.96 |
|
| Apple (AAPL) | 3.1 | $364k | 1.4k | 254.63 |
|
|
| Costco Wholesale Corporation (COST) | 2.9 | $349k | 377.00 | 925.63 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.9 | $342k | -16% | 6.0k | 56.86 |
|
| CSX Corporation (CSX) | 2.5 | $298k | 8.4k | 35.51 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 2.3 | $277k | -14% | 2.3k | 118.37 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.2 | $264k | -16% | 2.7k | 96.46 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 2.2 | $262k | -16% | 23k | 11.60 |
|
| Vanguard World Mega Grwth Ind (MGK) | 2.2 | $257k | -20% | 638.00 | 402.42 |
|
| Ishares Tr Core Div Grwth (DGRO) | 2.0 | $235k | -18% | 3.4k | 68.08 |
|
Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- Acute Investment Advisory 2025 Q3 filed Oct. 29, 2025
- Acute Investment Advisory 2025 Q2 filed July 22, 2025
- Acute Investment Advisory 2025 Q1 filed April 28, 2025
- 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