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: 0001689013
Total reported value
$912.0M
$912.0M
257 檔
11.5%
According to the latest 13F quarterly dataset, JT Stratford LLC managed an equity portfolio of $912.0M at the end of Q1 2024, spanning 257 distinct U.S. exchange-listed positions.
During Q1 2024, JT Stratford LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.04% | -0.06% | +7.26% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.97% | +0.22% | +5.54% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.49% | -0.16% | +5.53% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.73% | -0.08% | +4.81% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | -0.06% | +23.96% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.53% | +0.25% | +26.63% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.18% | +2.43% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.01% | -0.17% | +6.28% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.05% | +3.24% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.66% | -0.01% | +4.21% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.17% | +2.28% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | — | +34.79% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.14% | +8.14% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.50% | -0.04% | +4.98% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.46% | +0.11% | +8.57% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.36% | -0.07% | +6.14% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.36% | — | -39.13% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.06% | -1.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.07% | -18.77% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.02% | +5.84% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.88% | -0.02% | +3.27% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.87% | -0.04% | +9.24% | |
| 23 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.86% | — | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.05% | +26.61% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.01% | -2.93% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.72% | — | +32.10% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.66% | +0.03% | -5.46% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.21% | +331.81% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.07% | -9.00% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.62% | -0.02% | -13.85% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.61% | -0.02% | +7.51% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.03% | +10.88% | |
| 33 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.59% | — | +334.29% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.40% | +210.38% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.55% | -0.01% | -5.11% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +36.77% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.03% | NEW | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.02% | +95.68% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.50% | +0.02% | NEW | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.03% | +7.56% | |
| 41 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.48% | — | +25.74% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +6.26% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.48% | +0.03% | NEW | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.03% | +28.03% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.02% | +73.51% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.45% | -0.06% | — | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.45% | -0.03% | +9.44% | |
| 48 | KR | Kroger Co | Stock-Consumer Staples | 0.45% | — | -5.72% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.68% | +0.44% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.22% | +245.35% |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 257 disclosed positions in Q1 2024.
During Q1 2024, JT Stratford LLC's top holdings by market value included BND (5.0%)、IWB (5.0%)、SPDW (4.5%). The largest single position, BND, represented 5.0% 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 terms of portfolio concentration, the top 5 core holdings (including BND, IWB, SPDW) accounted for 11.5% of total reported equity market value during Q1 2024.
In Q1 2024, JT Stratford 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.