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: 0001964541
Total reported value
$244.2M
$244.2M
129 檔
17.1%
At the close of Q4 2024, Dover Advisors, LLC disclosed equity holdings valued at approximately $244.2M, spread across 129 reported holdings.
During Q4 2024, Dover Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 17.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.81% | +2.02% | +0.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.77% | +1.22% | -4.33% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.31% | +2.29% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | +0.55% | +1.09% | |
| 5 | UDR | Udr Inc | Stock-Real Estate | 2.51% | -0.79% | +0.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | +0.26% | -0.23% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 2.23% | -0.22% | -1.15% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.87% | +0.13% | +148.82% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.74% | +0.15% | -8.86% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.71% | -0.04% | -7.55% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 1.69% | -0.36% | +16.00% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.59% | +0.20% | -1.87% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | +0.36% | -5.16% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | +0.25% | +82.22% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.48% | +0.04% | -2.03% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.46% | -0.12% | -0.65% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.38% | +0.02% | +4.04% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.34% | -1.77% | EXIT | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.08% | +0.23% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.29% | +0.20% | +4.50% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.25% | +0.23% | -2.32% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.31% | -2.86% | |
| 23 | INGR | Ingredion Inc | Stock-Consumer Staples | 1.12% | -0.02% | — | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.11% | +0.14% | +0.92% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.11% | +0.19% | +1.61% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.08% | -2.08% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.02% | -0.55% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.07% | +0.10% | -0.01% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 1.07% | -0.13% | -0.38% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.05% | +0.20% | +3.52% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 1.05% | -0.02% | -2.05% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | +0.07% | -4.23% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -2.08% | EXIT | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | +0.13% | +11.98% | |
| 35 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.87% | +0.20% | -5.83% | |
| 36 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.87% | +0.10% | — | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.83% | -0.17% | -0.38% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | -0.17% | +217.34% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.78% | +0.23% | +2.14% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.19% | -30.09% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.04% | — | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | +0.17% | +28.70% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.01% | -8.33% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | — | -2.84% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.72% | — | -1.99% | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.72% | — | -10.17% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.70% | +0.04% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | +0.01% | -2.11% | |
| 49 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.68% | +0.11% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.11% | — |
According to official SEC Form 13F filings, Dover Advisors, LLC reported a total U.S. public equity portfolio value of $244.2M across 129 disclosed positions in Q4 2024.
During Q4 2024, Dover Advisors, LLC's top holdings by market value included MSFT (7.8%)、AAPL (7.8%)、AMZN (3.2%). The largest single position, MSFT, represented 7.8% of total portfolio value.
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 Q4 2024, Dover 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.
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.