Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TFLO, ICSH, GBIL, SHV, FLDR, and represent 99.08% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 5 stocks: ICSH, TFLO, GBIL, FLDR, SHV.
- Reduced shares in these 7 stocks: PSQ (-$10M), SPDN (-$7.5M), RWM (-$5.9M), AAPL, MSFT, COST, BAC.
- Sold out of its positions in SPDN, MSFT, RWM.
- Acute Investment Advisory was a net seller of stock by $-20M.
- Acute Investment Advisory has $149M in assets under management (AUM), dropping by -11.81%.
- 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 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 38.6 | $58M | +3% | 1.1M | 50.69 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 31.5 | $47M | +4% | 928k | 50.56 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 12.6 | $19M | +4% | 186k | 100.89 |
|
| Ishares Tr Short Treas Bd (SHV) | 8.3 | $12M | 113k | 110.54 |
|
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 8.1 | $12M | 241k | 49.97 |
|
|
| CSX Corporation (CSX) | 0.3 | $420k | 11k | 37.07 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $298k | -20% | 407.00 | 732.63 |
|
| Apple (AAPL) | 0.2 | $285k | -66% | 1.7k | 171.48 |
|
| Bank of America Corporation (BAC) | 0.2 | $269k | -13% | 7.1k | 37.92 |
|
| Proshares Tr Short Qqq New (PSQ) | 0.1 | $97k | -99% | 11k | 8.76 |
|
Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- 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