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CIK: 0001759485
Total reported value
$851.4M
$851.4M
169 檔
47.7%
During the Q1 2024 filing period, Alera Investment Advisors, LLC (CIK: 0001759485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $851.4M across 169 reported positions.
During Q1 2024, Alera Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 19.44% | — | -9.37% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.02% | — | -8.73% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.41% | — | -8.11% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.12% | — | -10.79% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.88% | — | -9.73% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.98% | — | -4.94% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.93% | — | -4.58% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.53% | — | -4.93% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.32% | — | -7.14% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.25% | — | -12.02% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.10% | — | -18.83% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.98% | — | -8.57% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.83% | — | -10.36% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.61% | — | -11.19% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | — | -21.79% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.40% | — | -5.56% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.02% | — | -16.43% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | — | -12.09% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | — | -4.27% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | — | -44.02% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | — | -44.42% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | -19.54% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | -51.26% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | — | +5.39% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | — | +0.01% | |
| 26 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.33% | — | -5.14% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.31% | — | -8.72% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.30% | — | -9.74% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.29% | — | -1.54% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | — | -16.08% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | — | -0.12% | |
| 32 | IJAN | Innovator International Deve | ETF-Other | 0.24% | — | -2.18% | |
| 33 | GE | General Electric | Stock-Industrials | 0.23% | — | +21.80% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | — | +1.37% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.23% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | — | +1.96% | |
| 37 | ANETEUR | Arista Networks Inc | Stock-Other | 0.20% | — | +3.78% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | — | +0.27% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | -3.52% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | — | -11.08% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | +46.11% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.17% | — | -2.31% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.17% | — | -0.13% | |
| 45 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.17% | — | -1.29% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | — | — | |
| 47 | LIN | Linde plc | Stock-Materials | 0.16% | — | -1.65% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | — | +0.92% | |
| 49 | ENTG | Entegris Inc | Stock-Tech | 0.15% | — | -1.54% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.15% | — | -15.13% |
According to official SEC Form 13F filings, Alera Investment Advisors, LLC reported a total U.S. public equity portfolio value of $851.4M across 169 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, VEA) accounted for 47.7% of total reported equity market value during Q1 2024.
During Q1 2024, Alera Investment Advisors, LLC's top holdings by market value included IWF (19.4%)、IWD (18.0%)、VEA (6.4%). The largest single position, IWF, represented 19.4% of total portfolio value.
In Q1 2024, Alera Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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