Trellis Advisors
Latest statistics and disclosures from Trellis Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Trellis Advisors's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: VTI (-$78M), VTEB (-$19M), BND (-$17M), VEA (-$12M), SCHB (-$9.1M), SCZ (-$7.1M), MSFT (-$7.1M), VWO (-$5.2M), AAPL (-$5.1M), VB.
- Sold out of its positions in ABBV, ADBE, AMD, GOOG, GOOGL, AMZN, AXP, AMGN, AAPL, AMAT.
- Trellis Advisors was a net seller of stock by $-219M.
- Central Index Key (CIK): 0001722638
Tip: Access up to 7 years of quarterly data
Positions held by Trellis Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Trellis Advisors
Trellis Advisors holds 1 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| No Holdinigs Na | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Trellis Advisors
SEC 13F filings are viewable for Trellis Advisors going back to 2017
- Trellis Advisors 2023 Q4 filed Jan. 16, 2024
- Trellis Advisors 2023 Q3 filed Oct. 23, 2023
- Trellis Advisors 2023 Q2 filed Aug. 14, 2023
- Trellis Advisors 2023 Q1 filed May 12, 2023
- Trellis Advisors 2022 Q4 filed Feb. 9, 2023
- Trellis Advisors 2022 Q3 filed Nov. 7, 2022
- Trellis Advisors 2022 Q2 filed Aug. 5, 2022
- Trellis Advisors 2022 Q1 filed May 4, 2022
- Trellis Advisors 2021 Q4 filed Jan. 25, 2022
- Trellis Advisors 2021 Q3 filed Oct. 27, 2021
- Trellis Advisors 2021 Q2 filed Aug. 4, 2021
- Trellis Advisors 2021 Q1 filed May 7, 2021
- Trellis Advisors 2020 Q4 filed Feb. 10, 2021
- Trellis Advisors 2020 Q3 filed Oct. 29, 2020
- Trellis Advisors 2020 Q2 filed July 23, 2020
- Trellis Advisors 2020 Q1 filed May 7, 2020