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CIK: 0001597843
Total reported value
$500.9M
$500.9M
156 檔
29.6%
As reported in its official Q4 2024 Form 13F filing, Peddock Capital Advisors, LLC's tracked investment portfolio stood at $500.9M with 156 total positions.
In Q4 2024, Peddock Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.82% | -0.67% | -1.13% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.90% | -1.08% | -0.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.48% | +0.13% | -0.79% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +0.37% | +0.52% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.27% | -0.28% | -12.93% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.67% | +0.16% | +2.68% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.53% | +0.21% | +4.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | +0.17% | +3.68% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.13% | -0.18% | -0.11% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.97% | +0.03% | -1.79% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.81% | -0.22% | +7.12% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | +0.02% | -0.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.53% | +0.20% | -1.08% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.41% | +0.14% | +1.11% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 1.37% | +0.24% | -3.00% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.10% | +1.19% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.07% | -1.35% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.10% | -0.31% | +0.54% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.09% | -0.07% | -1.76% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.20% | -2.25% | |
| 21 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.97% | -0.09% | -0.61% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.96% | -0.08% | -1.93% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.19% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.05% | +2.84% | |
| 25 | PAVE | Global X US Infrastructure | ETF-Other | 0.87% | +0.08% | +0.22% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.86% | +0.10% | +4.15% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.05% | +0.07% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.83% | +0.03% | +1.20% | |
| 29 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.78% | -0.04% | +0.60% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.32% | +1.04% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | +0.36% | +5.95% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.18% | +2.42% | |
| 33 | ALL | Allstate CORP | Stock-Financials | 0.75% | +0.03% | +0.45% | |
| 34 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.75% | -0.06% | +0.57% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | +0.05% | -0.96% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.71% | +0.19% | +0.01% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.08% | -2.61% | |
| 38 | ROP | Roper Technologies Inc | Stock-Tech | 0.66% | -0.05% | -1.28% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.22% | +62.16% | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | +0.01% | +0.54% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.63% | +0.29% | +0.87% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.14% | +0.24% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.63% | -0.08% | -1.50% | |
| 44 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.61% | -0.03% | -1.06% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | +0.34% | |
| 46 | TGT | Target CORP | Stock-Consumer Disc | 0.56% | -0.01% | -4.48% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.22% | -0.78% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.55% | — | -0.92% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.04% | +0.84% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -1.13% | Trim |
| 2 | AAPL | Apple Inc | +0.4% | -0.79% | Trim |
| 3 | GLD | Spdr Gold Shares | +0.2% | +62.16% | Add |
| 4 | AIRR | First Trust Rba American Ind | +0.2% | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -0.60% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.08% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | -2.61% | Trim |
| 8 | ZBH | Zimmer Biomet Holdings Inc | +0.2% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.84% | Add |
| 10 | MCK | Mckesson CORP | +0.2% | +0.54% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +4.87% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.68% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.52% | Add |
| 14 | FISV | Fiserv Inc | +0.1% | -1.76% | Trim |
| 15 | DRI | Darden Restaurants Inc | +0.1% | +0.60% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -2.25% | Trim |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | New buy |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +7.12% | Add |
| 19 | COF | Capital One Financial CORP | +0.1% | -0.92% | Trim |
| 20 | BAC | Bank Of America CORP | +0.1% | +0.07% | Add |
| 21 | VIRT | Virtu Financial Inc-class A | +0.1% | +23.42% | Add |
| 22 | WCC | Wesco International Inc | +0.1% | NEW | New buy |
| 23 | MMM | 3m Co | +0.1% | +39.19% | Add |
| 24 | AMP | Ameriprise Financial Inc | +0.1% | -1.06% | Trim |
| 25 | MDY | State Street Spdr S&p Midcap | +0.1% | +2.68% | Add |
| 26 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 27 | CLF | Cleveland-cliffs Inc | -0.1% | EXIT | Sold out |
| 28 | ABBV | Abbvie Inc | -0.1% | -32.13% | Trim |
| 29 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | EXIT | Sold out |
| 30 | LOW | Lowe's Cos Inc | -0.1% | -1.50% | Trim |
| 31 | DHR | Danaher CORP | -0.1% | -2.97% | Trim |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -5.80% | Trim |
| 33 | ABT | Abbott Laboratories | -0.1% | EXIT | Sold out |
| 34 | KO | Coca-cola Co/the | -0.1% | — | Unchanged |
| 35 | ICF | Ishares Select U.s. Reit ETF | -0.1% | -8.84% | Trim |
| 36 | ITB | Ishares U.s. Home Constructi | -0.1% | +1.68% | Add |
| 37 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -1.79% | Trim |
| 38 | APTV | Aptiv PLC | -0.1% | -48.12% | Trim |
| 39 | ADBE | Adobe Inc | -0.1% | EXIT | Sold out |
| 40 | KLAC | Kla CORP | -0.1% | -1.39% | Trim |
| 41 | TGT | Target CORP | -0.1% | -4.48% | Trim |
| 42 | UNP | Union Pacific CORP | -0.1% | -21.00% | Trim |
| 43 | BOND | Pimco Active Bond Exchange-t | -0.2% | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | -0.2% | — | Unchanged |
| 45 | STZ | Constellation Brands Inc-a | -0.2% | -0.61% | Trim |
| 46 | CVS | Cvs Health CORP | -0.2% | -64.84% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.2% | -35.07% | Trim |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.93% | Trim |
| 49 | XOM | Exxon Mobil CORP | -0.6% | -0.03% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.7% | -12.93% | Trim |
According to official SEC Form 13F filings, Peddock Capital Advisors, LLC reported a total U.S. public equity portfolio value of $500.9M across 156 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 NVDA, XOM, AAPL) accounted for 29.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
AIRR
市值: $990.1K
Top Position Liquidated / Trimmed
BOND
前期市值: $603.3K
During Q4 2024, Peddock Capital Advisors, LLC's top holdings by market value included NVDA (13.8%)、XOM (6.9%)、AAPL (6.5%). The largest single position, NVDA, represented 13.8% of total portfolio value.
In Q4 2024, Peddock Capital Advisors, LLC made 48 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 6 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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