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CIK: 0002083253
Total reported value
$169.6M
$169.6M
149 檔
17.3%
As reported in its official Q4 2024 Form 13F filing, Nautilus Advisors LLC's tracked investment portfolio stood at $169.6M with 149 total positions.
During Q4 2024, Nautilus Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.81% | +0.18% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.55% | +0.32% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.66% | -0.04% | — | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 3.24% | -1.08% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | +0.29% | — | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.29% | +0.08% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 1.90% | -0.24% | — | |
| 8 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.89% | -0.06% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.02% | — | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.83% | -0.08% | — | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.81% | -0.86% | EXIT | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | -0.01% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.12% | — | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.48% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.07% | — | |
| 16 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.28% | -0.04% | — | |
| 17 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 1.27% | +0.08% | — | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.11% | +0.18% | — | |
| 19 | CGBL | Cap Group Core Balanced | ETF-Other | 1.11% | -0.12% | — | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.06% | -0.12% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.01% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | -0.15% | — | |
| 23 | 1RG | Rev Group Inc | Stock-Other | 1.01% | — | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.03% | — | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | +0.46% | — | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 0.94% | -0.22% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.89% | — | — | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.87% | +0.10% | — | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | +0.01% | — | |
| 30 | SHAK | Shake Shack Inc - Class A | Stock-Consumer Disc | 0.83% | -0.21% | — | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.82% | — | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.81% | -0.02% | — | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.15% | — | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.03% | — | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.76% | -0.47% | — | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.76% | -0.05% | — | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.73% | -0.07% | — | |
| 38 | PWZ | Invesco California Amt-free | ETF-Other | 0.73% | -0.05% | — | |
| 39 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.72% | -0.08% | — | |
| 40 | MTBA | Simplify Mbs ETF | ETF-Other | 0.69% | -0.10% | — | |
| 41 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.67% | -0.13% | — | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.11% | — | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.66% | -0.25% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | -0.02% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.64% | -0.06% | — | |
| 46 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.61% | -0.02% | — | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.60% | +0.01% | — | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.60% | +0.02% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.05% | — | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.57% | -0.04% | — |
According to official SEC Form 13F filings, Nautilus Advisors LLC reported a total U.S. public equity portfolio value of $169.6M across 149 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 AMZN, AAPL, SPY) accounted for 17.3% of total reported equity market value during Q4 2024.
During Q4 2024, Nautilus Advisors LLC's top holdings by market value included AMZN (6.8%)、AAPL (5.5%)、SPY (4.7%). The largest single position, AMZN, represented 6.8% of total portfolio value.
In Q4 2024, Nautilus Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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