13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001427514
Total reported value
$3.8B
$3.8B
539 檔
13.1%
During the Q4 2024 filing period, Dana Investment Advisors, Inc. (CIK: 0001427514) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 539 reported positions.
In Q4 2024, Dana Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 120 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 539 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.08% | +0.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.31% | +2.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | -0.04% | +5.05% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | +0.14% | -0.63% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.02% | -0.78% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.05% | -3.41% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | -0.15% | -1.67% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.02% | -0.64% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 1.14% | -0.07% | -6.27% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.09% | +0.66% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.13% | -9.22% | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.00% | -0.14% | +10.55% | |
| 13 | AXP | American Express Co | Stock-Financials | 0.98% | -0.02% | -1.57% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 0.93% | +0.07% | +2.05% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.03% | +5.22% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.89% | -0.13% | -13.20% | |
| 17 | DELL | Dell Technologies -c | Stock-Tech | 0.88% | +0.03% | -1.52% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.11% | +60.47% | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 0.85% | -0.10% | +2.58% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.79% | -0.17% | +11.23% | |
| 21 | FANG | Diamondback Energy Inc | Stock-Energy | 0.79% | -0.25% | +5.11% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.07% | -1.20% | |
| 23 | WDAY | Workday Inc-class A | Stock-Tech | 0.76% | -0.01% | EXIT | |
| 24 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.76% | -0.08% | -5.49% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | +0.01% | +1.94% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.02% | +0.26% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.16% | -2.87% | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.71% | -0.35% | -0.70% | |
| 29 | RGA | Reinsurance Group Of America | Stock-Financials | 0.69% | — | +0.63% | |
| 30 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.68% | -0.17% | +1.72% | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.67% | -0.14% | +2.63% | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.67% | -0.03% | -1.19% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.66% | +0.02% | -0.29% | |
| 34 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.64% | -0.09% | -6.42% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.14% | +7.39% | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.59% | +0.01% | -2.56% | |
| 37 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.57% | — | -3.98% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.05% | -3.03% | |
| 39 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 0.50% | -0.05% | -9.46% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.01% | -1.30% | |
| 41 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.12% | -8.21% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.03% | +0.96% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.01% | -19.63% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.32% | +51.88% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | — | -0.41% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | -0.03% | -1.96% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.14% | +2.25% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.45% | -0.34% | +1.82% | |
| 49 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.45% | -0.03% | -12.59% | |
| 50 | PRIM | Primoris Services CORP | Stock-Industrials | 0.44% | -0.17% | -17.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +5.05% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | -3.41% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | +0.52% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | -0.78% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.63% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.2% | +60.47% | Add |
| 7 | VTY | Verint Systems Inc | +0.2% | NEW | New buy |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +51.88% | Add |
| 9 | DIS | Walt Disney Co/the | +0.2% | +339.31% | Add |
| 10 | WFC | Wells Fargo & Co | +0.2% | +2.58% | Add |
| 11 | CRM | Salesforce Inc | +0.2% | +2.05% | Add |
| 12 | LHX | L3harris Technologies Inc | +0.2% | NEW | New buy |
| 13 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +117.67% | Add |
| 15 | V | Visa Inc-class A Shares | +0.2% | -0.64% | Trim |
| 16 | SLB | Slb LTD | +0.2% | +201.94% | Add |
| 17 | CCRN | Cross Country Healthcare Inc | +0.2% | +36.61% | Add |
| 18 | BSX | Boston Scientific CORP | +0.2% | +10.55% | Add |
| 19 | CON | Concentra Group Holdings Par | +0.2% | NEW | New buy |
| 20 | TPR | Tapestry Inc | +0.1% | -6.42% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.66% | Add |
| 22 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -5.49% | Trim |
| 23 | CRK | Comstock Resources Inc | +0.1% | -7.86% | Trim |
| 24 | FIVN | Five9 Inc | +0.1% | NEW | New buy |
| 25 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 26 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +327.16% | Add |
| 28 | OEF | Ishares S&p 100 ETF | +0.1% | NEW | New buy |
| 29 | GPC | Genuine Parts Co | +0.1% | NEW | New buy |
| 30 | GE | General Electric | +0.1% | +174.95% | Add |
| 31 | DAL | Delta Air Lines Inc | +0.1% | +1.82% | Add |
| 32 | FISV | Fiserv Inc | +0.1% | -6.27% | Trim |
| 33 | NOW | Servicenow Inc | +0.1% | -9.22% | Trim |
| 34 | WMT | Walmart Inc | +0.1% | -1.20% | Trim |
| 35 | OXY | Occidental Petroleum CORP | +0.1% | NEW | New buy |
| 36 | TTMI | Ttm Technologies | +0.1% | -8.71% | Trim |
| 37 | APP | Applovin Corp-class A | +0.1% | -7.31% | Trim |
| 38 | AXP | American Express Co | +0.1% | -1.57% | Trim |
| 39 | SNCY | Sun Country Airlines Holding | +0.1% | -5.45% | Trim |
| 40 | PPG | Ppg Industries Inc | +0.1% | NEW | New buy |
| 41 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 42 | TJX | Tjx Companies Inc | +0.1% | +7.39% | Add |
| 43 | KR | Kroger Co | +0.1% | +2.63% | Add |
| 44 | PUMP | Propetro Holding CORP | +0.1% | +6.30% | Add |
| 45 | TG7 | Triumph Group Inc | +0.1% | -5.45% | Trim |
| 46 | MSBI | Midland States Bancorp Inc | +0.1% | NEW | New buy |
| 47 | DECK | Deckers Outdoor CORP | +0.1% | -12.59% | Trim |
| 48 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 49 | SYK | Stryker CORP | 0% | +35.83% | Add |
| 50 | GCO | Genesco Inc | 0% | -5.44% | Trim |
According to official SEC Form 13F filings, Dana Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $3.8B across 539 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 AAPL, MSFT, NVDA) accounted for 13.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTY
市值: $6.9M
Top Position Liquidated / Trimmed
HII
前期市值: $9.8M
During Q4 2024, Dana Investment Advisors, Inc.'s top holdings by market value included AAPL (5.1%)、MSFT (3.7%)、NVDA (3.4%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q4 2024, Dana Investment Advisors, Inc. made 200 total portfolio adjustments, initiating 20 new buys, adding to 51 positions, trimming 120 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.