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CIK: 0002020560
Total reported value
$222.9M
$222.9M
40 檔
38.9%
According to the latest 13F quarterly dataset, Attessa Capital LLC managed an equity portfolio of $222.9M at the end of Q4 2024, spanning 40 distinct U.S. exchange-listed positions.
During Q4 2024, Attessa Capital 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.22% | +0.20% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.60% | -0.94% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.97% | +1.50% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.90% | -0.20% | — | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.46% | -0.34% | — | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.92% | -0.73% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.75% | — | — | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 3.12% | — | — | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.87% | -0.37% | — | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.82% | -0.15% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.72% | -0.21% | — | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 2.65% | — | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.24% | — | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | -0.45% | — | |
| 15 | MLPA | Global X Mlp ETF | ETF-Other | 1.71% | — | — | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.61% | -0.11% | — | |
| 17 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.58% | -0.25% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.20% | -0.03% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.01% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.04% | — | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.44% | — | — | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | -0.11% | — | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.38% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | +0.05% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.09% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.11% | NEW | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.01% | — | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.27% | — | — | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 0.26% | -0.11% | EXIT | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | -0.01% | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.04% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.20% | — | — | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.01% | — | |
| 35 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.20% | — | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.01% | — | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.14% | — | — | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Attessa Capital LLC reported a total U.S. public equity portfolio value of $222.9M across 40 disclosed positions in Q4 2024.
During Q4 2024, Attessa Capital LLC's top holdings by market value included SPY (23.2%)、VEA (18.6%)、XLK (6.0%). The largest single position, SPY, represented 23.2% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, XLK) accounted for 38.9% of total reported equity market value during Q4 2024.
In Q4 2024, Attessa Capital 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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