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CIK: 0001910852
Total reported value
$134.3M
$134.3M
84 檔
16.2%
At the close of Q3 2024, Kraematon Investment Advisors, Inc disclosed equity holdings valued at approximately $134.3M, spread across 84 reported holdings.
In Q3 2024, Kraematon Investment Advisors, Inc adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | Stock-Industrials | 4.92% | -0.63% | -5.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.05% | -6.27% | |
| 3 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 4.56% | +0.25% | -9.88% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.69% | -0.30% | +24.67% | |
| 5 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.63% | -0.20% | -1.59% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.51% | -0.21% | -4.81% | |
| 7 | CHRD | Chord Energy CORP | Stock-Energy | 3.36% | -0.64% | -0.34% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.04% | -1.00% | -2.73% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | -0.14% | -0.89% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.76% | -0.37% | — | |
| 11 | SLF | Sun Life Financial Inc | Stock-Financials | 2.52% | +0.31% | -5.34% | |
| 12 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.50% | -0.11% | -2.68% | |
| 13 | INCO | Columbia India Consumer ETF | ETF-Other | 2.45% | -0.25% | +6.72% | |
| 14 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.45% | -0.21% | -1.31% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.26% | -0.22% | -5.10% | |
| 16 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.25% | -0.26% | -1.18% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.07% | -0.07% | +0.24% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.80% | — | +2.81% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.11% | +1.61% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.71% | -0.03% | -6.48% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.68% | +0.16% | -1.23% | |
| 22 | CARR | Carrier Global CORP | Stock-Industrials | 1.43% | +0.12% | -5.41% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.42% | +0.03% | -13.54% | |
| 24 | OLN | Olin CORP | Stock-Materials | 1.38% | -0.12% | -5.11% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 1.29% | +0.10% | +12.32% | |
| 26 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.28% | -0.10% | -1.52% | |
| 27 | ARKK | Ark Innovation ETF | ETF-Other | 1.27% | +0.11% | -7.61% | |
| 28 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 1.24% | -0.13% | EXIT | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.09% | +14.92% | |
| 30 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.15% | -0.16% | +1.95% | |
| 31 | KKR | Kkr & Co Inc | Stock-Financials | 1.15% | -0.07% | -1.35% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.15% | +0.03% | +10.67% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 1.07% | +0.51% | +17.06% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.12% | +15.58% | |
| 35 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 1.00% | — | -6.18% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.14% | -2.93% | |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.94% | -0.02% | -3.10% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.88% | -0.07% | -0.50% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.86% | -0.08% | -7.37% | |
| 40 | EMLP | First Trust North American E | ETF-Other | 0.86% | -0.09% | +0.47% | |
| 41 | ED | Consolidated Edison Inc | Stock-Utilities | 0.84% | -0.08% | -7.40% | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.80% | -0.08% | -5.96% | |
| 43 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.78% | -0.08% | -0.68% | |
| 44 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.76% | — | -7.75% | |
| 45 | HUBS | Hubspot Inc | Stock-Tech | 0.75% | -0.24% | EXIT | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.11% | -4.28% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.36% | +32.44% | |
| 48 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.63% | -0.02% | -13.48% | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.57% | +0.15% | -4.35% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.56% | -0.02% | -4.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +24.67% | Add |
| 2 | RTX | Rtx CORP | +0.5% | -5.25% | Trim |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | +0.5% | NEW | New buy |
| 4 | SDVY | First Trust Smid Cap Rising | +0.5% | NEW | New buy |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | +32.44% | Add |
| 6 | INCO | Columbia India Consumer ETF | +0.3% | +6.72% | Add |
| 7 | PAVE | Global X US Infrastructure | +0.2% | +12.32% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.89% | Trim |
| 9 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 10 | CARR | Carrier Global CORP | +0.2% | -5.41% | Trim |
| 11 | IHF | Ishares U.s. Healthcare Prov | +0.2% | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 13 | SLF | Sun Life Financial Inc | +0.2% | -5.34% | Trim |
| 14 | AFL | Aflac Inc | +0.2% | -6.48% | Trim |
| 15 | GLDM | Spdr Gold Minishares Trust | +0.2% | -2.73% | Trim |
| 16 | KKR | Kkr & Co Inc | +0.2% | -1.35% | Trim |
| 17 | PBA | Pembina Pipeline CORP | +0.1% | -2.68% | Trim |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +2.81% | Add |
| 19 | FVD | First Trust Value Line Dvd | +0.1% | -4.81% | Trim |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +17.06% | Add |
| 21 | BN | Brookfield CORP | +0.1% | +1.59% | Add |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | -1.23% | Trim |
| 23 | MSFT | Microsoft CORP | +0.1% | +14.92% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +15.58% | Add |
| 25 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +10.67% | Add |
| 26 | BAM | Brookfield Asset Mgmt-a | +0.1% | -3.86% | Trim |
| 27 | EMLP | First Trust North American E | +0.1% | +0.47% | Add |
| 28 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 29 | ENFR | Alerian Energy Infrastructur | +0.1% | +1.95% | Add |
| 30 | REMX | Vaneck Rar Earth Nd Stg-usdi | 0% | -1.52% | Trim |
| 31 | JEPI | Jpmorgan Equity Premium Inco | 0% | +0.24% | Add |
| 32 | AAPL | Apple Inc | 0% | -6.27% | Trim |
| 33 | IDXX | Idexx Laboratories Inc | — | — | Unchanged |
| 34 | FALN | Ishares Fallen Angels ETF | 0% | -1.59% | Trim |
| 35 | BAC | Bank Of America CORP | -0.1% | -20.36% | Trim |
| 36 | DKNG | Draftkings Inc-cl A | -0.1% | -31.68% | Trim |
| 37 | KRBN | Ks Global Carbon Stratgy ETF | -0.1% | -6.18% | Trim |
| 38 | BA | Boeing Co/the | -0.2% | -4.75% | Trim |
| 39 | CWB | Ss Spdr Bb Conv Sec ETF | -0.2% | -13.54% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.2% | -39.16% | Trim |
| 41 | SOXX | Ishares Semiconductor ETF | -0.2% | -21.19% | Trim |
| 42 | GSBD | Goldman Sachs Bdc Inc | -0.2% | -2.85% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | EXIT | Sold out |
| 44 | NTLA | Intellia Therapeutics Inc | -0.2% | EXIT | Sold out |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | EXIT | Sold out |
| 46 | SNOW | Snowflake Inc | -0.3% | EXIT | Sold out |
| 47 | ADBE | Adobe Inc | -0.4% | -5.10% | Trim |
| 48 | FIXD | First Trust Smith Opportunis | -0.5% | EXIT | Sold out |
| 49 | CWST | Casella Waste Systems Inc-a | -0.7% | -9.88% | Trim |
| 50 | CHRD | Chord Energy CORP | -1.1% | -0.34% | Trim |
According to official SEC Form 13F filings, Kraematon Investment Advisors, Inc reported a total U.S. public equity portfolio value of $134.3M across 84 disclosed positions in Q3 2024.
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 RTX, AAPL, CWST) accounted for 16.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPHQ
市值: $472.1K
Top Position Liquidated / Trimmed
FIXD
前期市值: $476.5K
During Q3 2024, Kraematon Investment Advisors, Inc's top holdings by market value included RTX (4.9%)、AAPL (4.6%)、CWST (4.6%). The largest single position, RTX, represented 4.9% of total portfolio value.
In Q3 2024, Kraematon Investment Advisors, Inc made 48 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 5 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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