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 70.61% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 1 stock: AAPL.
- Reduced shares in these 10 stocks: TFLO, CSX, MGK, ICSH, QQQ, SPY, IWM, SPYV, XLC, SHV.
- Sold out of its positions in CSX, MGK.
- Acute Investment Advisory was a net seller of stock by $-1.6M.
- Acute Investment Advisory has $10M in assets under management (AUM), dropping by -13.29%.
- Central Index Key (CIK): 0001944780
Tip: Access up to 7 years of quarterly data
Positions held by Acute Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Acute Investment Advisory
Acute Investment Advisory holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 29.7 | $3.1M | -9% | 61k | 50.46 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 16.0 | $1.7M | -11% | 33k | 50.58 |
|
| Emerson Electric (EMR) | 15.5 | $1.6M | 12k | 132.72 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.2 | $532k | -15% | 866.00 | 614.31 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.3 | $445k | -14% | 652.00 | 681.92 |
|
| Apple (AAPL) | 4.0 | $417k | +7% | 1.5k | 271.86 |
|
| Spdr Series Trust State Street Spd (SPYV) | 4.0 | $414k | -12% | 7.3k | 56.81 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.8 | $394k | -10% | 3.6k | 110.15 |
|
| Costco Wholesale Corporation (COST) | 3.1 | $325k | 377.00 | 862.34 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.1 | $315k | -17% | 1.3k | 246.16 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 2.8 | $293k | -12% | 5.2k | 55.80 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.2 | $226k | -13% | 2.4k | 96.16 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 2.2 | $222k | -19% | 1.9k | 117.72 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 2.1 | $221k | -12% | 20k | 11.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 2.0 | $207k | -13% | 3.0k | 69.42 |
|
Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- Acute Investment Advisory 2025 Q4 filed Jan. 27, 2026
- 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