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CIK: 0001689013
Total reported value
$912.0M
$912.0M
282 檔
14.8%
As reported in its official Q3 2024 Form 13F filing, JT Stratford LLC's tracked investment portfolio stood at $912.0M with 282 total positions.
In Q3 2024, JT Stratford LLC displayed an active expansion posture, initiating 48 new positions and adding to 76 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BND, IWB, SPDW) accounted for 14.8% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 6.76% | -0.06% | +20.24% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.81% | +0.22% | +3.17% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.69% | -0.16% | +3.31% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.64% | -0.08% | +2.38% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.12% | -0.06% | -4.83% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.85% | -0.17% | +16.53% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.50% | +0.25% | +3.59% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.05% | +4.21% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | +0.18% | -0.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.14% | +2.52% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | — | +6.37% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.53% | -0.01% | +1.80% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.06% | -2.81% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.36% | +0.11% | +0.61% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.17% | -4.80% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.32% | -0.07% | +6.32% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.07% | -3.72% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | +0.05% | +7.82% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | -0.02% | +9.28% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | -0.40% | -6.74% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.84% | -0.04% | +6.68% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.84% | -0.04% | -27.55% | |
| 23 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.82% | — | +3.16% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.81% | -0.02% | +2.59% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.21% | +0.98% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.71% | — | +0.19% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.01% | +5.39% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.64% | -0.03% | +6.03% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | +0.03% | +0.93% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.07% | -7.92% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.02% | +12.49% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.57% | -0.02% | +2.73% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.01% | -0.12% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.01% | +68.27% | |
| 35 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.54% | -0.03% | -2.72% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.22% | -9.22% | |
| 37 | TFC | Truist Financial CORP | Stock-Financials | 0.51% | -0.01% | -0.41% | |
| 38 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.51% | — | -1.20% | |
| 39 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.50% | +0.11% | -1.11% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.49% | -0.01% | +31.01% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.02% | -1.91% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.47% | -0.03% | +7.02% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.46% | +0.02% | NEW | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.45% | -0.06% | +7.12% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.03% | -1.45% | |
| 46 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.43% | — | -54.35% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.03% | -8.88% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | +0.51% | +9.83% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.04% | +10.13% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.02% | -0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.9% | +20.24% | Add |
| 2 | CSL | Carlisle Cos Inc | +0.3% | NEW | New buy |
| 3 | VCIT | Vanguard Int-term Corporate | +0.3% | +16.53% | Add |
| 4 | DELL | Dell Technologies -c | +0.3% | NEW | New buy |
| 5 | KHC | Kraft Heinz Co/the | +0.3% | NEW | New buy |
| 6 | MPWR | Monolithic Power Systems Inc | +0.3% | NEW | New buy |
| 7 | ADM | Archer-daniels-midland Co | +0.3% | NEW | New buy |
| 8 | ATO | Atmos Energy CORP | +0.3% | NEW | New buy |
| 9 | CAT | Caterpillar Inc | +0.3% | +68.27% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +7.82% | Add |
| 11 | SOLV | Solventum CORP | +0.2% | +487.66% | Add |
| 12 | CNC | Centene CORP | +0.2% | NEW | New buy |
| 13 | OPRA | Opera Ltd-adr | +0.2% | +526.87% | Add |
| 14 | TDY | Teledyne Technologies Inc | +0.2% | NEW | New buy |
| 15 | LULU | Lululemon Athletica Inc | +0.2% | NEW | New buy |
| 16 | AGGY | Wisdomtree Yield Enhanced US | +0.2% | +104.51% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +102.42% | Add |
| 18 | ACI | Albertsons Cos Inc - Class A | +0.2% | +115.89% | Add |
| 19 | VB | Vanguard Small-cap ETF | +0.2% | NEW | New buy |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +33.31% | Add |
| 21 | AAPL | Apple Inc | +0.1% | +4.21% | Add |
| 22 | MCD | Mcdonald's CORP | +0.1% | +86.09% | Add |
| 23 | GLDM | Spdr Gold Minishares Trust | +0.1% | NEW | New buy |
| 24 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +122.40% | Add |
| 25 | ANF | Abercrombie & Fitch Co-cl A | +0.1% | NEW | New buy |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | NEW | New buy |
| 27 | VTWO | Vanguard Russell 2000 ETF | +0.1% | NEW | New buy |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.22% | Trim |
| 29 | GTO | Invesco Total Return Bond Et | +0.1% | NEW | New buy |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +3.31% | Add |
| 31 | DHI | Dr Horton Inc | +0.1% | -1.11% | Trim |
| 32 | FOUR | Shift4 Payments Inc-class A | +0.1% | +43.93% | Add |
| 33 | IVE | Ishares S&p 500 Value ETF | +0.1% | +112.13% | Add |
| 34 | BLBD | Blue Bird CORP | +0.1% | NEW | New buy |
| 35 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.38% | Add |
| 36 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +6.32% | Add |
| 37 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +31.01% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.28% | Add |
| 39 | WMT | Walmart Inc | +0.1% | +0.98% | Add |
| 40 | SCHG | Schwab US Large-cap Growth | +0.1% | +82.44% | Add |
| 41 | AVGO | Broadcom Inc | +0.1% | +1397.45% | Add |
| 42 | UBER | Uber Technologies Inc | +0.1% | +63.63% | Add |
| 43 | SCYB | Schwab High Yield Bond ETF | +0.1% | NEW | New buy |
| 44 | EWW | Ishares Msci Mexico ETF | +0.1% | NEW | New buy |
| 45 | SBUX | Starbucks CORP | +0.1% | NEW | New buy |
| 46 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 47 | LEN | Lennar Corp-a | +0.1% | -1.20% | Trim |
| 48 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +40.27% | Add |
| 49 | PCT | Purecycle Technologies Inc | +0.1% | +34.06% | Add |
| 50 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +89.94% | Add |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 282 disclosed positions in Q3 2024.
During Q3 2024, JT Stratford LLC's top holdings by market value included BND (6.8%)、IWB (4.8%)、SPDW (4.7%). The largest single position, BND, represented 6.8% 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.
Top New Position Initiated
CSL
市值: $2.0M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $1.9M
In Q3 2024, JT Stratford LLC made 200 total portfolio adjustments, initiating 48 new buys, adding to 76 positions, trimming 41 holdings, and fully liquidating 35 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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