Acute Investment Advisory
Latest statistics and disclosures from Acute Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, BAUG, TLT, TIP, RWM, and represent 78.59% of Acute Investment Advisory's stock portfolio.
- Added to shares of these 9 stocks: BAUG (+$13M), TIP (+$12M), TLT (+$8.0M), SHV, PSQ, SPDN, RWM, VCSH, VGSH.
- Started 2 new stock positions in BAUG, TIP.
- Reduced shares in these 3 stocks: PMAY (-$23M), XLU, COST.
- Sold out of its positions in PMAY.
- Acute Investment Advisory was a net buyer of stock by $16M.
- Acute Investment Advisory has $166M in assets under management (AUM), dropping by 8.98%.
- Central Index Key (CIK): 0001944780
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Portfolio Holdings for Acute Investment Advisory
Acute Investment Advisory holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 51.7 | $86M | +3% | 779k | 110.45 |
|
| Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 7.9 | $13M | NEW | 391k | 33.56 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 7.0 | $12M | +222% | 113k | 102.94 |
|
| Ishares Tr Tips Bd Etf (TIP) | 7.0 | $12M | NEW | 108k | 107.62 |
|
| Proshares Tr Shrt Russell2000 (RWM) | 5.0 | $8.3M | +8% | 364k | 22.83 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.9 | $8.1M | +9% | 141k | 57.73 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.8 | $8.0M | +9% | 106k | 75.66 |
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 4.8 | $7.9M | +15% | 554k | 14.27 |
|
| Proshares Tr Short Qqq New (PSQ) | 4.6 | $7.7M | +23% | 730k | 10.57 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.3 | $2.1M | -35% | 32k | 65.44 |
|
| Apple (AAPL) | 0.5 | $761k | 3.9k | 193.97 |
|
|
| CSX Corporation (CSX) | 0.2 | $387k | 11k | 34.10 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $345k | 1.0k | 340.54 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $263k | -10% | 488.00 | 537.94 |
|
Past Filings by Acute Investment Advisory
SEC 13F filings are viewable for Acute Investment Advisory going back to 2022
- 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