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CIK: 0001910852
Total reported value
$134.3M
$134.3M
88 檔
16.8%
In Q4 2024, Kraematon Investment Advisors, Inc's U.S. equity holdings reached a combined market value of $134.3M, distributed across 88 disclosed stock positions.
Kraematon Investment Advisors, Inc executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.89% | +0.05% | -2.03% | |
| 2 | CWST | Casella Waste Systems Inc-a | Stock-Industrials | 4.81% | +0.25% | -1.50% | |
| 3 | RTX | Rtx CORP | Stock-Industrials | 4.75% | -0.63% | +0.24% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.43% | -0.30% | +7.79% | |
| 5 | FALN | Ishares Fallen Angels ETF | ETF-Other | 3.48% | -0.20% | -2.38% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 3.35% | -0.21% | -1.22% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.08% | -1.00% | +0.78% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.14% | -0.56% | |
| 9 | CHRD | Chord Energy CORP | Stock-Energy | 2.76% | -0.64% | -9.20% | |
| 10 | SLF | Sun Life Financial Inc | Stock-Financials | 2.61% | +0.31% | +0.36% | |
| 11 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 2.50% | -0.21% | -0.33% | |
| 12 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.28% | -0.26% | -0.55% | |
| 13 | PBA | Pembina Pipeline CORP | Stock-Energy | 2.24% | -0.11% | -0.71% | |
| 14 | INCO | Columbia India Consumer ETF | ETF-Other | 2.24% | -0.25% | +8.32% | |
| 15 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.23% | -0.37% | -1.97% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.11% | +5.43% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.01% | -0.22% | +2.92% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.98% | -0.07% | -1.73% | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.74% | — | +1.47% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.60% | -0.03% | +0.25% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.58% | +0.16% | -0.45% | |
| 22 | PAVE | Global X US Infrastructure | ETF-Other | 1.40% | +0.10% | +9.97% | |
| 23 | ARKK | Ark Innovation ETF | ETF-Other | 1.39% | +0.11% | -9.09% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.33% | +0.03% | +12.27% | |
| 25 | KKR | Kkr & Co Inc | Stock-Financials | 1.31% | -0.07% | -0.31% | |
| 26 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.29% | -0.16% | +0.41% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.09% | +5.64% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.24% | +0.03% | -14.71% | |
| 29 | CARR | Carrier Global CORP | Stock-Industrials | 1.21% | +0.12% | -1.13% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.16% | -0.14% | -3.24% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 1.14% | +0.51% | -0.31% | |
| 32 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 1.00% | -0.10% | -8.10% | |
| 33 | HUBS | Hubspot Inc | Stock-Tech | 0.95% | -0.24% | EXIT | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.94% | -0.02% | +0.57% | |
| 35 | OLN | Olin CORP | Stock-Materials | 0.94% | -0.12% | -3.99% | |
| 36 | KRBN | Ks Global Carbon Stratgy ETF | ETF-Other | 0.91% | — | -2.40% | |
| 37 | EMLP | First Trust North American E | ETF-Other | 0.89% | -0.09% | -2.44% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.88% | -0.07% | +1.81% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.12% | +0.09% | |
| 40 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.84% | -0.02% | +34.17% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.83% | -0.36% | -40.42% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.82% | -0.08% | -3.59% | |
| 43 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.80% | -0.13% | EXIT | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.77% | -0.08% | -1.65% | |
| 45 | ED | Consolidated Edison Inc | Stock-Utilities | 0.73% | -0.08% | +0.30% | |
| 46 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.72% | -0.08% | -0.59% | |
| 47 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.66% | — | +48.45% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.02% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | -0.11% | -4.39% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.62% | -0.45% | +42.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +7.79% | Add |
| 2 | KWEB | Kranesh Csi China Internet | +0.6% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.4% | +5.43% | Add |
| 4 | SOUN | Soundhound Ai Inc-a | +0.4% | NEW | New buy |
| 5 | DEM | Wisdomtree Emerging Markets | +0.3% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.3% | -2.03% | Trim |
| 7 | CWST | Casella Waste Systems Inc-a | +0.3% | -1.50% | Trim |
| 8 | SNOW | Snowflake Inc | +0.2% | NEW | New buy |
| 9 | ALT | Altimmune Inc | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 11 | SDVY | First Trust Smid Cap Rising | +0.2% | +48.45% | Add |
| 12 | FPE | Ft-preferred Secur & Inc ETF | +0.2% | +34.17% | Add |
| 13 | HUBS | Hubspot Inc | +0.2% | -3.75% | Trim |
| 14 | CRM | Salesforce Inc | +0.2% | -3.24% | Trim |
| 15 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +12.27% | Add |
| 16 | KKR | Kkr & Co Inc | +0.2% | -0.31% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | -40.42% | Trim |
| 18 | ENFR | Alerian Energy Infrastructur | +0.1% | +0.41% | Add |
| 19 | GDX | Vaneck Gold Miners ETF | +0.1% | +42.91% | Add |
| 20 | ARKK | Ark Innovation ETF | +0.1% | -9.09% | Trim |
| 21 | WVE | Wave Life Sciences Ltd. | +0.1% | +24.28% | Add |
| 22 | PAVE | Global X US Infrastructure | +0.1% | +9.97% | Add |
| 23 | BA | Boeing Co/the | +0.1% | — | Unchanged |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +18.88% | Add |
| 25 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -1.73% | Trim |
| 26 | KRBN | Ks Global Carbon Stratgy ETF | -0.1% | -2.40% | Trim |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | -0.1% | -0.45% | Trim |
| 28 | VZ | Verizon Communications Inc | -0.1% | -4.39% | Trim |
| 29 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -6.74% | Trim |
| 30 | AFL | Aflac Inc | -0.1% | +0.25% | Add |
| 31 | ED | Consolidated Edison Inc | -0.1% | +0.30% | Add |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.09% | Add |
| 33 | FCX | Freeport-mcmoran Inc | -0.1% | -0.93% | Trim |
| 34 | FALN | Ishares Fallen Angels ETF | -0.2% | -2.38% | Trim |
| 35 | FVD | First Trust Value Line Dvd | -0.2% | -1.22% | Trim |
| 36 | RTX | Rtx CORP | -0.2% | +0.24% | Add |
| 37 | SOXX | Ishares Semiconductor ETF | -0.2% | -28.05% | Trim |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | -0.2% | -14.71% | Trim |
| 39 | IHF | Ishares U.s. Healthcare Prov | -0.2% | EXIT | Sold out |
| 40 | INCO | Columbia India Consumer ETF | -0.2% | +8.32% | Add |
| 41 | CARR | Carrier Global CORP | -0.2% | -1.13% | Trim |
| 42 | LYB | LyondellBasell Industries N.V. | -0.2% | -8.06% | Trim |
| 43 | ADBE | Adobe Inc | -0.3% | +2.92% | Add |
| 44 | ES | Eversource Energy | -0.3% | EXIT | Sold out |
| 45 | PBA | Pembina Pipeline CORP | -0.3% | -0.71% | Trim |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | -0.3% | -8.10% | Trim |
| 47 | OLN | Olin CORP | -0.4% | -3.99% | Trim |
| 48 | GSBD | Goldman Sachs Bdc Inc | -0.4% | -26.74% | Trim |
| 49 | IDXX | Idexx Laboratories Inc | -0.5% | -1.97% | Trim |
| 50 | CHRD | Chord Energy CORP | -0.6% | -9.20% | 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 88 disclosed positions in Q4 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 AAPL, CWST, RTX) accounted for 16.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
KWEB
市值: $602.2K
Top Position Liquidated / Trimmed
ES
前期市值: $250.0K
During Q4 2024, Kraematon Investment Advisors, Inc's top holdings by market value included AAPL (4.9%)、CWST (4.8%)、RTX (4.8%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 2024, Kraematon Investment Advisors, Inc made 49 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 25 holdings, and fully liquidating 2 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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