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CIK: 0001689013
Total reported value
$912.0M
$912.0M
291 檔
15.8%
At the close of Q4 2024, JT Stratford LLC disclosed equity holdings valued at approximately $912.0M, spread across 291 reported holdings.
In Q4 2024, JT Stratford LLC displayed an active expansion posture, initiating 50 new positions and adding to 69 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IWB, SPDW) accounted for 15.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.59% | -0.20% | +19134.67% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.27% | +0.22% | +11.09% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.78% | -0.16% | -7.86% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.60% | -0.08% | +4.02% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | -0.06% | +2.19% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.78% | -0.17% | +5.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.55% | +0.25% | +1.24% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.05% | +4.54% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | +0.18% | +2.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | — | +10.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.14% | +4.61% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.62% | +0.05% | +10.59% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | -0.01% | +11.07% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.06% | +4.99% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.31% | -0.07% | +220.15% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | -0.40% | -4.20% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.07% | +7.59% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.17% | -3.79% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | -0.02% | +2.19% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.22% | -17.58% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.01% | +6.34% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.21% | +2.61% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.78% | -0.02% | +5.68% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.78% | -0.04% | +0.26% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.77% | +0.02% | NEW | |
| 26 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.77% | — | -1.23% | |
| 27 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.66% | — | -32.82% | |
| 28 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.65% | — | +58.96% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.62% | -0.03% | +4.40% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | +0.03% | +1.57% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.61% | -0.06% | -90.15% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | +5.88% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | +0.01% | +2.06% | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 0.57% | -0.02% | +117.36% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.55% | -0.02% | +5.82% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | — | +127.02% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.07% | -3.21% | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.47% | -0.01% | -5.75% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.46% | -0.01% | -4.37% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.43% | +0.03% | — | |
| 41 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.43% | — | +0.40% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | +1.98% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.43% | -0.03% | +4.42% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.03% | +3.69% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.42% | -0.06% | -0.67% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | -0.08% | +2.93% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.50% | +40.19% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | — | +4.75% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.40% | -0.03% | +13.09% | |
| 50 | RMD | Resmed Inc | Stock-Healthcare | 0.39% | -0.04% | +75.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +7.6% | +19134.67% | Add |
| 2 | TSLA | Tesla Inc | +0.6% | +10.59% | Add |
| 3 | IWB | Ishares Russell 1000 ETF | +0.5% | +11.09% | Add |
| 4 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 5 | SOUN | Soundhound Ai Inc-a | +0.4% | -32.82% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | +10.67% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -17.58% | Trim |
| 8 | MNST | Monster Beverage CORP | +0.3% | NEW | New buy |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +76.29% | Add |
| 10 | DECK | Deckers Outdoor CORP | +0.3% | NEW | New buy |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +127.02% | Add |
| 12 | NVDA | Nvidia CORP | +0.3% | +2.19% | Add |
| 13 | FOXA | Fox CORP - Class A | +0.3% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.61% | Add |
| 15 | HIG | Hartford Insurance Group Inc | +0.3% | NEW | New buy |
| 16 | CI | THE Cigna Group | +0.2% | +117.36% | Add |
| 17 | FCTE | Smi 3fourteen Full-cycl Trnd | +0.2% | NEW | New buy |
| 18 | FNY | First Trust Mid Cap Growth | +0.2% | NEW | New buy |
| 19 | JUCY | Aptus Enhanced Yield ETF | +0.2% | +58.96% | Add |
| 20 | BMY | Bristol-myers Squibb Co | +0.2% | +215.80% | Add |
| 21 | AAPL | Apple Inc | +0.2% | +4.54% | Add |
| 22 | GCT | GigaCloud Technology Inc. | +0.2% | NEW | New buy |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | NEW | New buy |
| 24 | A | Agilent Technologies Inc | +0.2% | NEW | New buy |
| 25 | TPL | Texas Pacific Land CORP | +0.2% | NEW | New buy |
| 26 | NFLX | Netflix Inc | +0.2% | -4.20% | Trim |
| 27 | ZM | Zoom Communications Inc | +0.2% | NEW | New buy |
| 28 | RMD | Resmed Inc | +0.1% | +75.40% | Add |
| 29 | NEE | Nextera Energy Inc | +0.1% | +534.17% | Add |
| 30 | PYPL | Paypal Holdings Inc | +0.1% | +42.05% | Add |
| 31 | TSSI | Tss Inc | +0.1% | NEW | New buy |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +6.34% | Add |
| 33 | OPRA | Opera Ltd-adr | +0.1% | +15.33% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | +0.1% | +11.07% | Add |
| 35 | WMT | Walmart Inc | +0.1% | +2.61% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +6.64% | Add |
| 37 | POOL | Pool CORP | +0.1% | NEW | New buy |
| 38 | FOUR | Shift4 Payments Inc-class A | +0.1% | +15.92% | Add |
| 39 | SVOL | Simplify Volatility Premium | +0.1% | NEW | New buy |
| 40 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.59% | Add |
| 42 | ADBE | Adobe Inc | +0.1% | +40.19% | Add |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +430.43% | Add |
| 44 | FSLR | First Solar Inc | +0.1% | NEW | New buy |
| 45 | BILL | Bill Holdings Inc | +0.1% | NEW | New buy |
| 46 | SCYB | Schwab High Yield Bond ETF | +0.1% | +276.47% | Add |
| 47 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.24% | Add |
| 48 | GRMN | Garmin Ltd. | +0.1% | +5.01% | Add |
| 49 | JQUA | Jpmorgan US Quality Factor | +0.1% | +22.51% | Add |
| 50 | WFC | Wells Fargo & Co | +0.1% | +5.76% | Add |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 291 disclosed positions in Q4 2024.
During Q4 2024, JT Stratford LLC's top holdings by market value included AGG (7.6%)、IWB (5.3%)、SPDW (3.8%). The largest single position, AGG, represented 7.6% 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
ANET
市值: $2.6M
Top Position Liquidated / Trimmed
DHI
前期市值: $2.9M
In Q4 2024, JT Stratford LLC made 200 total portfolio adjustments, initiating 50 new buys, adding to 69 positions, trimming 40 holdings, and fully liquidating 41 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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