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CIK: 0002020560
Total reported value
$222.9M
$222.9M
39 檔
41.7%
As reported in its official Q1 2025 Form 13F filing, Attessa Capital LLC's tracked investment portfolio stood at $222.9M with 39 total positions.
Attessa Capital LLC executed strategic sector rebalancing during Q1 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, BND) accounted for 41.7% of total reported equity market value during Q1 2025.
| # | 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 | 22.98% | +0.20% | +8.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 20.53% | -0.94% | +8.25% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.80% | -0.20% | +17.50% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 5.50% | +1.50% | +8.10% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.94% | -0.73% | +2.29% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.93% | -0.34% | -1.11% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.92% | — | +5.06% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.96% | -0.37% | +7.74% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.70% | — | +5.72% | |
| 10 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 2.65% | — | +8.45% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.59% | -0.15% | +8.69% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.51% | -0.21% | -9.79% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.45% | — | +7.44% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -0.45% | +17.68% | |
| 15 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.82% | -0.25% | +15.06% | |
| 16 | MLPA | Global X Mlp ETF | ETF-Other | 1.74% | — | -1.19% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.40% | -0.11% | -11.43% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | -0.03% | -27.66% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.04% | +36.75% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.01% | +16.13% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.09% | -4.78% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.01% | +155.21% | |
| 23 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.28% | — | -38.01% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.04% | +12.27% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.01% | -16.81% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.24% | -0.11% | EXIT | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.23% | -0.01% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.23% | -0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.01% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.05% | -34.09% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | -0.11% | -46.01% | |
| 32 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.21% | — | -38.68% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | -0.01% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.11% | NEW | |
| 35 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.17% | — | -10.00% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.16% | — | -14.58% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | — | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.15% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.9% | +8.25% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.9% | +17.50% | Add |
| 3 | SCHQ | Schwab Long-term US Treasury | +0.2% | +15.06% | Add |
| 4 | XLV | Ss Health Care Select Sector | +0.2% | +7.44% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +155.21% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +5.06% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +17.68% | Add |
| 9 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.1% | +36.75% | Add |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.1% | +7.74% | Add |
| 12 | MLPA | Global X Mlp ETF | 0% | -1.19% | Trim |
| 13 | ABBV | Abbvie Inc | 0% | -4.78% | Trim |
| 14 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 15 | AGG | Ishares Core U.s. Aggregate | 0% | +12.27% | Add |
| 16 | SCHR | Schwab Intermediate-term US | 0% | +2.29% | Add |
| 17 | KBWB | Invesco Kbw Bank ETF | — | +8.45% | Add |
| 18 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | — | Unchanged |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 22 | SPGI | S&p Global Inc | 0% | -5.42% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -16.81% | Trim |
| 24 | BIZD | Vaneck Bdc Income ETF | 0% | -10.00% | Trim |
| 25 | SCHM | Schwab US Mid Cap ETF | 0% | -14.58% | Trim |
| 26 | AMZN | Amazon.com Inc | -0.1% | -27.44% | Trim |
| 27 | BX | Blackstone Inc | -0.1% | EXIT | Sold out |
| 28 | USIG | Ishares Broad Usd Investment | -0.1% | EXIT | Sold out |
| 29 | MSFT | Microsoft CORP | -0.2% | -34.09% | Trim |
| 30 | NOC | Northrop Grumman CORP | -0.2% | -38.01% | Trim |
| 31 | USXF | Ishares Esg Advance Msci USA | -0.2% | -38.68% | Trim |
| 32 | VT | Vanguard Tot World Stk ETF | -0.2% | -46.01% | Trim |
| 33 | TSLA | Tesla Inc | -0.2% | +16.13% | Add |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -11.43% | Trim |
| 35 | SCHF | Schwab Intl Equity ETF | -0.2% | -9.79% | Trim |
| 36 | XLY | Ss Consumer Disc Select Sect | -0.2% | +8.69% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +8.05% | Add |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | EXIT | Sold out |
| 39 | SCHB | Schwab US Broad Market ETF | -0.4% | -27.66% | Trim |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | +5.72% | Add |
| 41 | XLK | Ss Technology Select Sector | -0.5% | +8.10% | Add |
| 42 | SCHX | Schwab US Large-cap ETF | -0.5% | -1.11% | Trim |
According to official SEC Form 13F filings, Attessa Capital LLC reported a total U.S. public equity portfolio value of $222.9M across 39 disclosed positions in Q1 2025.
During Q1 2025, Attessa Capital LLC's top holdings by market value included SPY (23.0%)、VEA (20.5%)、BND (6.8%). The largest single position, SPY, represented 23.0% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $334.5K
Top Position Liquidated / Trimmed
SCHZ
前期市值: $403.2K
In Q1 2025, Attessa Capital LLC made 37 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 3 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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