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CIK: 0001689013
Total reported value
$912.0M
$912.0M
305 檔
18.0%
The Q3 2025 SEC filing reveals that JT Stratford LLC held a total portfolio value of $912.0M, covering 305 public equity positions.
In Q3 2025, JT Stratford LLC displayed an active expansion posture, initiating 50 new positions and adding to 81 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWB, AGG, VIG) accounted for 18.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SLQD
市值: $5.2M
Top Position Liquidated / Trimmed
IGSB
前期市值: $5.0M
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 7.01% | +0.22% | +8.05% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.04% | -0.20% | -31.72% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.90% | -0.08% | +8.77% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | -0.06% | +1.29% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.30% | -0.16% | +7.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.68% | +0.25% | +8.94% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.25% | +0.51% | +552.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.14% | +4.19% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.05% | +8.65% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.98% | -0.17% | -22.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.18% | -0.72% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | — | +6.00% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.06% | -3.26% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.64% | +0.05% | +24.20% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.57% | -0.01% | +5.31% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.17% | +7.62% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.46% | -0.04% | +14.96% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.31% | -0.32% | +1325.44% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.01% | +11.15% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.07% | +21.48% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.00% | -0.22% | +26.50% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.00% | +0.11% | -11.03% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.21% | +27.25% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.82% | +0.03% | +2.20% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.77% | -0.07% | -13.67% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.40% | -18.80% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.02% | +5.55% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.14% | +21.85% | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.70% | -0.08% | — | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.66% | -0.04% | +0.18% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.65% | -0.06% | +504.17% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.07% | -37.46% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.64% | -0.06% | +203.82% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.63% | -0.03% | +1.32% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.01% | +0.68% | |
| 36 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.61% | +0.23% | -2.89% | |
| 37 | MP | Mp Materials CORP | Stock-Materials | 0.61% | — | -22.08% | |
| 38 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.59% | +0.34% | +72.61% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.16% | +19.33% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.52% | -0.06% | +24.45% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.06% | +0.18% | |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.49% | -0.06% | +12.63% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.49% | -0.06% | — | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.02% | -30.22% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.08% | +22.45% | |
| 46 | DELL | Dell Technologies -c | Stock-Tech | 0.45% | +0.41% | +16.11% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.45% | -0.05% | +11.10% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.44% | -0.03% | +4.43% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.43% | -0.01% | +0.06% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.07% | +27.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +1.8% | +552.79% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +1.2% | +1325.44% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +14.96% | Add |
| 4 | NVDA | Nvidia CORP | +1% | +1.29% | Add |
| 5 | TSLA | Tesla Inc | +0.9% | +24.20% | Add |
| 6 | FLOT | Ishares Floating Rate Bond E | +0.7% | -13.67% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | +0.5% | +8.05% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.5% | +26.50% | Add |
| 9 | AVGO | Broadcom Inc | +0.5% | +21.85% | Add |
| 10 | MBB | Ishares Mbs ETF | +0.5% | +504.17% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.19% | Add |
| 12 | TLH | Ishares 10-20 Year Treasury | +0.4% | +203.82% | Add |
| 13 | MP | Mp Materials CORP | +0.3% | -22.08% | Add |
| 14 | ASML | ASML Holding N.V. | +0.3% | +63.39% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +8.94% | Add |
| 16 | STRL | Sterling Infrastructure Inc | +0.3% | -2.89% | Trim |
| 17 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +412.92% | Add |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +7.20% | Add |
| 19 | DELL | Dell Technologies -c | +0.2% | +16.11% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +19.33% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +8.77% | Add |
| 22 | PFE | Pfizer Inc | +0.2% | +301.63% | Add |
| 23 | MSFT | Microsoft CORP | +0.2% | -0.72% | Add |
| 24 | AMAT | Applied Materials Inc | +0.2% | -10.22% | Add |
| 25 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +190.26% | Add |
| 26 | VZ | Verizon Communications Inc | +0.1% | +300.18% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +30.72% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +27.25% | Add |
| 29 | CRM | Salesforce Inc | +0.1% | -6.53% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +11.15% | Add |
| 31 | CB | Chubb Limited | +0.1% | +269.30% | Add |
| 32 | COST | Costco Wholesale CORP | +0.1% | +57.49% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +21.48% | Add |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +43.98% | Add |
| 35 | BAC | Bank Of America CORP | +0.1% | +53.80% | Add |
| 36 | WFC | Wells Fargo & Co | +0.1% | +25.58% | Add |
| 37 | DAL | Delta Air Lines Inc | +0.1% | +41.24% | Add |
| 38 | SCHG | Schwab US Large-cap Growth | +0.1% | +11.42% | Add |
| 39 | SMR | Nuscale Power CORP | +0.1% | -10.61% | Trim |
| 40 | SCYB | Schwab High Yield Bond ETF | +0.1% | +59.32% | Add |
| 41 | INTC | Intel CORP | +0.1% | +169.91% | Add |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +24.45% | Add |
| 43 | OEF | Ishares S&p 100 ETF | +0.1% | +22.45% | Add |
| 44 | VUG | Vanguard Growth ETF | +0.1% | -0.88% | Add |
| 45 | NU | Nu Holdings Ltd. | +0.1% | +4.74% | Trim |
| 46 | TKO | Tko Group Holdings Inc | +0.1% | +19.91% | Add |
| 47 | SCHW | Schwab (charles) CORP | +0.1% | +20.75% | Add |
| 48 | DFAS | Dimensional US Small Cap ETF | +0.1% | +27.65% | Add |
| 49 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +89.37% | Add |
| 50 | IEMG | Ishares Core Msci Emerging | +0.1% | +6.62% | Add |
According to official SEC Form 13F filings, JT Stratford LLC reported a total U.S. public equity portfolio value of $912.0M across 305 disclosed positions in Q3 2025.
During Q3 2025, JT Stratford LLC's top holdings by market value included IWB (7.0%)、AGG (4.0%)、VIG (3.9%). The largest single position, IWB, represented 7.0% of total portfolio value.
In Q3 2025, JT Stratford LLC made 200 total portfolio adjustments, initiating 50 new buys, adding to 81 positions, trimming 43 holdings, and fully liquidating 26 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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