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Fermata Advisors

Latest statistics and disclosures from Fermata Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FBND, UJAN, IWF, QQQ, and represent 23.29% of Fermata Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$20M), UJAN (+$18M), UCON (+$5.1M), NFLT (+$5.1M), QQQ, SOXX, JEPI, IWF, SPAB, SMTH.
Started 48 new stock positions in SOXX, IDOG, ENFR, IDEV, IWB, QQMG, CB, RFFC, USEP, SBUX.
Reduced shares in these 10 stocks: AGG (-$14M), VGIT (-$7.0M), CMBS (-$6.2M), LQD (-$6.1M), BIV (-$5.4M), TLT, VCLT, IVV, IGSB, HYDB.
Sold out of its positions in ADI, DHR, DUK, FI, GWW, HON, INTC, PKW, PRF, ILTB. ELQD, LOW, NKE, INDS, PSX, SPGI, TJX, TELL, TXN, CSF, CDC, ZTS, ALC.
Fermata Advisors was a net buyer of stock by $6.2M.
Fermata Advisors has $444M in assets under management (AUM), dropping by 5.87%.
Central Index Key (CIK): 0001859259

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Portfolio Holdings for Fermata Advisors

Fermata Advisors holds 212 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 Core S&p500 Etf (IVV)	7.1	$31M	-9%	60k	525.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.6	$21M	+4003%	452k	45.31	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	4.0	$18M	NEW	497k	36.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$17M	+23%	51k	337.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$16M	+41%	37k	444.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.0	$13M	-4%	231k	58.11	View chart
Apple (AAPL)	2.8	$12M	-9%	72k	171.48	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	2.7	$12M	-5%	341k	34.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.6	$11M	+20%	142k	80.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.5	$11M	-6%	130k	85.65	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	2.3	$10M	+3%	137k	73.27	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.1	$9.4M	-5%	303k	30.98	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.9	$8.6M	-4%	163k	52.47	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	1.9	$8.5M	-6%	176k	48.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.8	$7.9M	+5%	88k	89.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$7.7M	+18%	95k	80.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$7.1M	-37%	75k	94.62	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	1.6	$7.1M		128k	55.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$5.9M	-3%	140k	42.01	View chart
Vanguard World Extended Dur (EDV)	1.3	$5.8M		76k	76.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$5.5M	-55%	94k	58.55	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.2	$5.1M	NEW	209k	24.60	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	1.2	$5.1M	NEW	228k	22.43	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$5.1M	+23%	41k	123.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	1.1	$5.1M	-27%	44k	115.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$4.8M	-9%	10k	480.68	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$4.6M	+4%	152k	30.22	View chart
Microsoft Corporation (MSFT)	1.0	$4.5M	-4%	11k	420.73	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$4.3M	+2%	74k	58.06	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	1.0	$4.3M	-4%	158k	27.01	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.9	$4.1M		98k	42.23	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.9	$4.1M	-9%	101k	41.07	View chart
Cambria Etf Tr Trinity (TRTY)	0.8	$3.7M	+3%	143k	25.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.8	$3.7M	NEW	16k	225.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$3.6M	NEW	62k	57.86	View chart
Tidal Etf Tr Rpar Risk Pari (RPAR)	0.8	$3.5M	+2%	182k	19.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$3.4M	-23%	14k	249.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$3.4M	+27%	32k	107.41	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.8	$3.3M		113k	29.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.7	$3.0M	-18%	70k	42.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$3.0M	-20%	12k	260.71	View chart
Amazon (AMZN)	0.7	$2.9M	+12%	16k	180.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.6M	-83%	26k	97.94	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.5	$2.4M	-24%	84k	28.68	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.5	$2.4M	+12%	42k	56.94	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$2.3M	-44%	33k	70.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$2.2M	-3%	12k	187.35	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$2.2M	NEW	85k	25.28	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.5	$2.1M	NEW	83k	25.66	View chart
NVIDIA Corporation (NVDA)	0.5	$2.1M	+38%	2.3k	903.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.0M	+3%	9.9k	205.72	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$2.0M	-7%	71k	28.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$2.0M	-30%	40k	50.45	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$1.9M		36k	53.91	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.9M	-13%	38k	50.29	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$1.9M	+32%	30k	61.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.8M	-4%	18k	99.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$1.7M	+20%	55k	30.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$1.7M	-19%	15k	110.54	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.4	$1.6M	+7%	49k	33.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.5M	-13%	14k	110.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.5M	-4%	2.8k	523.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M	-8%	7.0k	210.30	View chart
Columbia Etf Tr I Seligman Semicon (SEMI)	0.3	$1.4M	-3%	54k	25.09	View chart
Wisdomtree Tr Internationl Efi (NTSI)	0.3	$1.3M	+2%	35k	37.06	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$1.3M	+5%	18k	69.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.3M	-20%	17k	72.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.2M	-2%	6.4k	191.87	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	-36%	1.6k	732.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M		14k	84.44	View chart
Chevron Corporation (CVX)	0.3	$1.2M	+13%	7.3k	157.74	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.1M		11k	94.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M		2.4k	420.52	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$1.0M	NEW	43k	23.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		6.6k	152.26	View chart
Broadcom (AVGO)	0.2	$1.0M	+99%	758.00	1325.16	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.2	$1.0M	-4%	39k	25.66	View chart
Kraneshares Trust Kfa Mount Lucas (KMLM)	0.2	$995k	-40%	33k	29.89	View chart
Meta Platforms Cl A (META)	0.2	$971k	+10%	2.0k	485.53	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.2	$956k		17k	56.81	View chart
Ishares Tr Cmbs Etf (CMBS)	0.2	$922k	-87%	20k	47.10	View chart
Procter & Gamble Company (PG)	0.2	$907k	-4%	5.6k	162.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$907k	-87%	8.3k	108.92	View chart
Visa Com Cl A (V)	0.2	$903k	-10%	3.2k	279.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$877k	+36%	5.8k	150.93	View chart
Alps Etf Tr Active Eqty Oppt (RFFC)	0.2	$874k	NEW	17k	52.88	View chart
Eli Lilly & Co. (LLY)	0.2	$866k	+27%	1.1k	778.25	View chart
4068594 Enphase Energy (ENPH)	0.2	$855k		7.1k	120.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$854k	NEW	3.0k	288.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$840k	-86%	11k	75.40	View chart
Johnson & Johnson (JNJ)	0.2	$816k	-17%	5.2k	158.18	View chart
Shockwave Med (SWAV)	0.2	$798k	-19%	2.5k	325.63	View chart
Exxon Mobil Corporation (XOM)	0.2	$796k	-11%	6.8k	116.24	View chart
Natixis Etf Tr Loomis Sayles (LSST)	0.2	$781k	-70%	33k	23.89	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$769k	+9%	16k	49.19	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.2	$767k	NEW	26k	29.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$731k		2.8k	259.89	View chart
Advanced Micro Devices (AMD)	0.2	$701k	-36%	3.9k	180.49	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$655k	-54%	13k	50.57	View chart
JPMorgan Chase & Co. (JPM)	0.1	$605k	+122%	3.0k	200.33	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$599k	-12%	5.9k	100.90	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$593k	-87%	7.6k	78.23	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$580k	+58%	17k	33.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$565k		6.9k	81.78	View chart
Home Depot (HD)	0.1	$561k	+70%	1.5k	383.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$557k		6.6k	84.08	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$541k	-5%	29k	18.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$529k	-6%	9.0k	58.65	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$525k		11k	47.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$522k	+5%	6.2k	83.58	View chart
Tesla Motors (TSLA)	0.1	$521k		3.0k	175.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$501k	NEW	7.5k	67.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$459k	+913%	7.6k	60.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$455k	+17%	4.1k	110.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$437k	+47%	4.2k	103.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$435k	+34%	2.6k	164.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$428k	+34%	9.3k	46.00	View chart
Tidal Etf Tr Unlimited Hfnd (HFND)	0.1	$427k	+11%	20k	21.84	View chart
Comcast Corp Cl A (CMCSA)	0.1	$423k	+36%	9.8k	43.35	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$418k	NEW	6.9k	60.28	View chart
salesforce (CRM)	0.1	$418k	NEW	1.4k	301.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$413k		8.2k	50.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$408k		6.8k	60.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$407k	-86%	7.9k	51.28	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$404k	NEW	4.4k	92.42	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$399k	+22%	8.3k	48.22	View chart
Nextera Energy (NEE)	0.1	$395k	+76%	6.2k	63.91	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$388k	-70%	3.1k	124.18	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$385k	-83%	8.2k	46.72	View chart
Equity Lifestyle Properties (ELS)	0.1	$382k		5.9k	64.40	View chart
Oracle Corporation (ORCL)	0.1	$381k	NEW	3.0k	125.59	View chart
TriCo Bancshares (TCBK)	0.1	$378k		10k	36.78	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$377k		7.1k	52.87	View chart
Inmune Bio Ord (INMB)	0.1	$370k	+6%	32k	11.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$369k	+37%	6.8k	54.40	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$368k		15k	24.95	View chart
Illinois Tool Works (ITW)	0.1	$367k	NEW	1.4k	268.36	View chart
Linde SHS (LIN)	0.1	$366k	+17%	788.00	464.43	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$365k	-65%	7.7k	47.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$364k	-13%	1.1k	346.61	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$363k		8.6k	42.23	View chart
Intuit (INTU)	0.1	$362k	+72%	556.00	650.11	View chart
Adobe Systems Incorporated (ADBE)	0.1	$361k	+75%	715.00	504.60	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$354k	-25%	6.4k	55.23	View chart
Starbucks Corporation (SBUX)	0.1	$350k	NEW	3.8k	91.39	View chart
Walt Disney Company (DIS)	0.1	$349k	-16%	2.9k	122.36	View chart
UnitedHealth (UNH)	0.1	$346k	+50%	699.00	494.49	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$338k	-42%	3.1k	110.20	View chart
Emerson Electric (EMR)	0.1	$337k	NEW	3.0k	113.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$336k		3.5k	94.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$333k	NEW	11k	30.80	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$333k	-48%	4.2k	79.24	View chart
Abbott Laboratories (ABT)	0.1	$332k	+48%	2.9k	113.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$330k	-6%	1.7k	195.04	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.1	$330k		6.9k	47.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$325k	NEW	3.2k	100.72	View chart
Global X Fds Global X Copper (COPX)	0.1	$319k		7.5k	42.43	View chart
Pfizer (PFE)	0.1	$315k	+42%	11k	27.75	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$314k	NEW	13k	24.50	View chart
Qualcomm (QCOM)	0.1	$311k	NEW	1.8k	169.31	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$309k		5.3k	57.93	View chart
Becton, Dickinson and (BDX)	0.1	$306k	+12%	1.2k	247.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$300k	NEW	2.3k	128.40	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$296k	-86%	12k	25.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$292k	NEW	3.8k	76.19	View chart
BlackRock (BLK)	0.1	$291k	+27%	350.00	832.56	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$291k	-2%	5.9k	49.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$288k		1.6k	182.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$286k		2.7k	107.60	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$282k	+12%	939.00	300.04	View chart
Parker-Hannifin Corporation (PH)	0.1	$280k	NEW	503.00	556.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$280k	+30%	6.1k	45.59	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$279k	NEW	11k	25.43	View chart
Eaton Corp SHS (ETN)	0.1	$275k		878.00	312.68	View chart
Stryker Corporation (SYK)	0.1	$271k	NEW	757.00	358.08	View chart
Abbvie (ABBV)	0.1	$268k	-12%	1.5k	182.06	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$262k		9.9k	26.31	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$259k	+12%	1.7k	154.89	View chart
Tidewater (TDW)	0.1	$253k	NEW	2.7k	92.00	View chart
Wells Fargo & Company (WFC)	0.1	$245k	-9%	4.2k	57.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$245k	NEW	509.00	481.28	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.1	$236k	NEW	9.1k	25.81	View chart
Wal-Mart Stores (WMT)	0.1	$236k	+24%	3.9k	60.16	View chart
Public Storage (PSA)	0.1	$235k	NEW	810.00	290.05	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$230k		6.1k	37.50	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$230k	+52%	23k	9.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$224k	NEW	4.1k	54.23	View chart
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG)	0.0	$221k	NEW	7.3k	30.49	View chart
Bank of America Corporation (BAC)	0.0	$216k	-12%	5.7k	37.92	View chart
Verizon Communications (VZ)	0.0	$215k	NEW	5.1k	41.96	View chart
Charles Schwab Corporation (SCHW)	0.0	$213k	-29%	2.9k	72.33	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$208k	NEW	6.3k	32.95	View chart
DTE Energy Company (DTE)	0.0	$207k		1.8k	112.14	View chart
Pepsi (PEP)	0.0	$205k	NEW	1.2k	174.99	View chart
Chubb (CB)	0.0	$205k	NEW	791.00	259.12	View chart
Colgate-Palmolive Company (CL)	0.0	$203k	NEW	2.3k	90.06	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$203k	-15%	6.9k	29.26	View chart
Columbia Etf Tr I Us Esg Equity (ESGS)	0.0	$202k	NEW	4.5k	44.53	View chart
Union Pacific Corporation (UNP)	0.0	$202k		822.00	245.79	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.0	$202k	NEW	7.2k	27.95	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$201k	NEW	3.6k	55.67	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$201k	NEW	2.6k	76.27	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$172k	+10%	11k	15.21	View chart
Perma-fix Environmental Svcs Com New (PESI)	0.0	$146k	+6%	12k	11.89	View chart
Envveno Medical (NVNO)	0.0	$126k	+42%	23k	5.44	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$120k		11k	11.02	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$115k	NEW	47k	2.48	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$110k	NEW	13k	8.29	View chart
Transocean Registered Shs (RIG)	0.0	$75k	NEW	12k	6.28	View chart
Fuelcell Energy (FCEL)	0.0	$64k		53k	1.19	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$52k	NEW	11k	4.71	View chart
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL)	0.0	$26k	NEW	11k	2.31	View chart

Past Filings by Fermata Advisors

SEC 13F filings are viewable for Fermata Advisors going back to 2021

Fermata Advisors 2024 Q1 filed April 12, 2024
Fermata Advisors 2023 Q4 filed Jan. 19, 2024
Fermata Advisors 2023 Q3 filed Nov. 7, 2023
Fermata Advisors 2023 Q2 filed July 24, 2023
Fermata Advisors 2023 Q1 filed April 13, 2023
Fermata Advisors 2022 Q4 filed Feb. 13, 2023
Fermata Advisors 2022 Q3 filed Nov. 14, 2022
Fermata Advisors 2022 Q2 filed Aug. 9, 2022
Fermata Advisors 2022 Q1 filed April 22, 2022
Fermata Advisors 2021 Q4 filed Feb. 2, 2022
Fermata Advisors 2021 Q3 filed Oct. 29, 2021
Fermata Advisors 2021 Q2 filed Aug. 10, 2021
Fermata Advisors 2021 Q1 filed May 18, 2021

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