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Kraematon Investment Advisors

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

Top 5 stock holdings are RTX, AAPL, CWST, NVDA, FALN, and represent 21.41% of Kraematon Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, SPHQ, SDVY, ABT, IHF, SPY, PLTR, MSFT, APH, INCO.
Started 5 new stock positions in SDVY, IHF, ABT, SPY, SPHQ.
Reduced shares in these 10 stocks: CWST, FIXD, AAPL, RTX, GOOGL, SNOW, CWB, NTLA, , JPM.
Sold out of its positions in GOOGL, CRBU, FIXD, NTLA, SDY, SNOW.
Kraematon Investment Advisors was a net seller of stock by $-2.0M.
Kraematon Investment Advisors has $102M in assets under management (AUM), dropping by 3.49%.
Central Index Key (CIK): 0001910852

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Positions held by Kraematon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kraematon Investment Advisors

Kraematon Investment Advisors holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Raytheon Technologies Corp (RTX)	4.9	$5.0M	-5%	41k	121.16	View chart
Apple (AAPL)	4.6	$4.7M	-6%	20k	233.00	View chart
Casella Waste Sys Cl A (CWST)	4.6	$4.6M	-9%	47k	99.49	View chart
NVIDIA Corporation (NVDA)	3.7	$3.8M	+24%	31k	121.44	View chart
Ishares Tr Faln Angls Usd (FALN)	3.6	$3.7M		135k	27.34	View chart
First Tr Value Line Divid In SHS (FVD)	3.5	$3.6M	-4%	79k	45.49	View chart
Chord Energy Corporation Com New (CHRD)	3.4	$3.4M		26k	130.23	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.0	$3.1M	-2%	59k	52.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$2.9M		6.2k	460.26	View chart
IDEXX Laboratories (IDXX)	2.8	$2.8M		5.6k	505.18	View chart
Sun Life Financial (SLF)	2.5	$2.6M	-5%	44k	58.02	View chart
Pembina Pipeline Corp (PBA)	2.5	$2.5M	-2%	62k	41.24	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	2.4	$2.5M	+6%	32k	76.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	2.4	$2.5M		75k	33.18	View chart
Adobe Systems Incorporated (ADBE)	2.3	$2.3M	-5%	4.4k	517.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	2.2	$2.3M		60k	38.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.1	$2.1M		36k	59.51	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.8	$1.8M	+2%	40k	46.52	View chart
Amazon (AMZN)	1.8	$1.8M		9.7k	186.33	View chart
AFLAC Incorporated (AFL)	1.7	$1.7M	-6%	16k	111.80	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.7	$1.7M		14k	127.25	View chart
Carrier Global Corporation (CARR)	1.4	$1.5M	-5%	18k	80.49	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.4	$1.4M	-13%	19k	76.59	View chart
Olin Corp Com Par $1 (OLN)	1.4	$1.4M	-5%	29k	47.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$1.3M	+12%	32k	41.16	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	1.3	$1.3M		28k	46.12	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.3	$1.3M	-7%	27k	47.53	View chart
Goldman Sachs Bdc SHS (GSBD)	1.2	$1.3M	-2%	92k	13.76	View chart
Microsoft Corporation (MSFT)	1.2	$1.2M	+14%	2.9k	430.31	View chart
Alps Etf Tr Alerian Energy (ENFR)	1.2	$1.2M		42k	28.27	View chart
Kkr & Co (KKR)	1.2	$1.2M		9.0k	130.58	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.1	$1.2M	+10%	21k	54.93	View chart
Amphenol Corp Cl A (APH)	1.1	$1.1M	+17%	17k	65.16	View chart
Eli Lilly & Co. (LLY)	1.0	$1.0M	+15%	1.2k	885.95	View chart
Kraneshares Trust Global Carb Stra (KRBN)	1.0	$1.0M	-6%	32k	31.66	View chart
salesforce (CRM)	1.0	$989k	-2%	3.6k	273.74	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.9	$963k	-3%	12k	81.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$896k		16k	57.83	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.9	$877k	-7%	20k	43.42	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$874k		26k	33.60	View chart
Consolidated Edison (ED)	0.8	$859k	-7%	8.3k	104.13	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.8	$817k	-5%	31k	26.27	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.8	$794k		22k	36.49	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.8	$772k	-7%	8.1k	95.90	View chart
Hubspot (HUBS)	0.8	$765k	+12%	1.4k	531.60	View chart
Verizon Communications (VZ)	0.7	$744k	-4%	17k	44.91	View chart
Palantir Technologies Cl A (PLTR)	0.7	$693k	+32%	19k	37.20	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$645k	-13%	36k	18.10	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$577k	-4%	9.7k	59.23	View chart
Boeing Company (BA)	0.6	$570k	-4%	3.7k	152.03	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.5	$517k	+7%	1.1k	465.17	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$516k	-21%	2.2k	230.64	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$513k		13k	39.82	View chart
Freeport-mcmoran CL B (FCX)	0.5	$509k		10k	49.92	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.5	$507k	-3%	11k	47.29	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$472k	NEW	7.0k	67.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$469k	-19%	8.9k	52.86	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$456k	NEW	13k	36.38	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$448k		8.4k	53.15	View chart
Otis Worldwide Corp (OTIS)	0.4	$416k	-2%	4.0k	103.93	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.4	$415k	-10%	6.0k	69.26	View chart
Abbvie (ABBV)	0.4	$362k		1.8k	197.46	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.4	$361k	-13%	5.9k	61.00	View chart
Peak (DOC)	0.4	$357k		16k	22.87	View chart
JPMorgan Chase & Co. (JPM)	0.3	$313k	-39%	1.5k	210.87	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$312k		3.9k	80.29	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$308k	-8%	9.7k	31.63	View chart
Duke Energy Corp Com New (DUK)	0.3	$306k		2.7k	115.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$300k		614.00	488.34	View chart
Bank of America Corporation (BAC)	0.3	$289k	-20%	7.3k	39.68	View chart
Constellation Brands Cl A (STZ)	0.3	$280k		1.1k	257.68	View chart
Draftkings Com Cl A (DKNG)	0.3	$275k	-31%	7.0k	39.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$263k	-16%	1.7k	154.02	View chart
Qualcomm (QCOM)	0.3	$262k		1.5k	170.00	View chart
Eversource Energy (ES)	0.2	$250k		3.7k	68.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$243k	-4%	5.3k	45.86	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.2	$232k	-9%	1.5k	157.30	View chart
Abbott Laboratories (ABT)	0.2	$213k	NEW	1.9k	113.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$208k		4.1k	50.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.2	$206k		5.4k	37.85	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.2	$202k	NEW	3.5k	57.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$201k	NEW	349.00	574.57	View chart
Wave Life Sciences SHS (WVE)	0.1	$131k	-15%	16k	8.20	View chart
Pixelworks Com New (PXLW)	0.1	$81k	-9%	115k	0.71	View chart

Past Filings by Kraematon Investment Advisors

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

Kraematon Investment Advisors 2024 Q3 filed Nov. 8, 2024
Kraematon Investment Advisors 2024 Q2 filed July 12, 2024
Kraematon Investment Advisors 2024 Q1 filed May 3, 2024
Kraematon Investment Advisors 2023 Q4 filed Jan. 12, 2024
Kraematon Investment Advisors 2023 Q3 filed Nov. 1, 2023
Kraematon Investment Advisors 2023 Q2 filed Aug. 10, 2023
Kraematon Investment Advisors 2023 Q1 filed April 13, 2023
Kraematon Investment Advisors 2022 Q4 filed Feb. 14, 2023
Kraematon Investment Advisors 2022 Q3 filed Nov. 14, 2022
Kraematon Investment Advisors 2022 Q2 filed July 27, 2022
Kraematon Investment Advisors 2022 Q1 filed May 16, 2022
Kraematon Investment Advisors 2021 Q4 filed Feb. 16, 2022

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