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CIK: 0001889322
Total reported value
$558.1M
$558.1M
92 檔
21.4%
The Q4 2024 SEC filing reveals that Strong Tower Advisory Services held a total portfolio value of $558.1M, covering 92 public equity positions.
In Q4 2024, Strong Tower Advisory Services displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 12.11% | -0.95% | -0.28% | |
| 2 | FSK | Fs Kkr Capital CORP | Stock-Financials | 6.07% | — | +3.49% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +0.15% | -2.73% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 4.07% | -1.39% | +4.03% | |
| 5 | FBRT | Franklin Bsp Realty Trust In | Stock-Other | 3.79% | -0.14% | EXIT | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.55% | +0.09% | -1.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +0.22% | +2.13% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.23% | +0.76% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.14% | -14.12% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.53% | -0.19% | +10.17% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.52% | +1.03% | +2.59% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.43% | +0.78% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.17% | +0.04% | -29.07% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.00% | +0.44% | +3.31% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 1.73% | +0.55% | +0.47% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.14% | +3.08% | |
| 17 | COF | Capital One Financial CORP | Stock-Financials | 1.72% | — | +0.30% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | — | +3.60% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.63% | -2.75% | -27.01% | |
| 20 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.61% | +0.35% | +0.58% | |
| 21 | MMM | 3m Co | Stock-Industrials | 1.57% | +0.59% | +4.52% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.57% | +2.71% | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.09% | +0.02% | +3.71% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.01% | +6.16% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.11% | +8.28% | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 0.81% | -0.06% | +0.82% | |
| 27 | SOLV | Solventum CORP | Stock-Healthcare | 0.79% | -1.38% | EXIT | |
| 28 | GRMN | Garmin Ltd. | Stock-Tech | 0.78% | -0.02% | +1.06% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.08% | +3.42% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.70% | -0.03% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.06% | +5.05% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.06% | +3.49% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | +0.10% | +3.16% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.65% | +0.02% | +6.49% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | -0.08% | -1.41% | |
| 36 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.64% | -0.06% | +3.49% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.06% | +8.47% | |
| 38 | FDS | Factset Research Systems Inc | Stock-Financials | 0.63% | — | +4.88% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | — | +4.19% | |
| 40 | CION | Cion Investment CORP | Stock-Other | 0.61% | — | +4.97% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.61% | +0.18% | +2.59% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.60% | — | +6.48% | |
| 43 | XEL | Xcel Energy Inc | Stock-Utilities | 0.58% | -0.01% | +4.33% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.58% | -0.01% | +9.28% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.56% | -0.12% | +5.56% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.56% | — | +6.24% | |
| 47 | ROP | Roper Technologies Inc | Stock-Tech | 0.56% | +0.02% | +11.19% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | +0.04% | +4.60% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.54% | — | +4.65% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | +0.09% | +12.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +4.6% | -0.28% | Trim |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +1.2% | +4.03% | Add |
| 3 | TSLA | Tesla Inc | +1.1% | -1.21% | Trim |
| 4 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 5 | FSK | Fs Kkr Capital CORP | +0.4% | +3.49% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.76% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.41% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +8.28% | Add |
| 9 | COF | Capital One Financial CORP | +0.2% | +0.30% | Add |
| 10 | V | Visa Inc-class A Shares | +0.2% | +3.08% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.78% | Add |
| 12 | ENVX | Enovix CORP | +0.1% | +167.53% | Add |
| 13 | KMI | Kinder Morgan, Inc. | +0.1% | +3.49% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +28.98% | Add |
| 15 | GRMN | Garmin Ltd. | +0.1% | +1.06% | Add |
| 16 | ARKW | Ark Next Generation Internet | +0.1% | +1.03% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +3.49% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +3.42% | Add |
| 19 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.25% | Add |
| 20 | MA | Mastercard Inc - A | +0.1% | +6.16% | Add |
| 21 | NVDA | Nvidia CORP | 0% | -2.73% | Trim |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +10.17% | Add |
| 23 | CMI | Cummins Inc | 0% | +2.59% | Add |
| 24 | FDS | Factset Research Systems Inc | 0% | +4.88% | Add |
| 25 | PAYX | Paychex Inc | 0% | +4.65% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +5.05% | Add |
| 27 | PWR | Quanta Services Inc | 0% | +0.47% | Add |
| 28 | FBRT | Franklin Bsp Realty Trust In | -0.1% | +9.66% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 30 | TBIL | F/m US Treasury 3 Month Bill | -0.1% | -19.16% | Trim |
| 31 | SMMD | Ishares Russell 2500 ETF | -0.1% | -21.61% | Trim |
| 32 | CEG | Constellation Energy | -0.1% | +5.56% | Add |
| 33 | BHP | Bhp Group Ltd-spon Adr | -0.1% | +8.47% | Add |
| 34 | NEM | Newmont CORP | -0.1% | +14.64% | Add |
| 35 | NKE | Nike Inc -cl B | -0.2% | EXIT | Sold out |
| 36 | LPX | Louisiana-pacific CORP | -0.2% | +0.58% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.2% | +2.71% | Add |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +6.24% | Add |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | EXIT | Sold out |
| 40 | IEMG | Ishares Core Msci Emerging | -0.3% | EXIT | Sold out |
| 41 | SDVY | First Trust Smid Cap Rising | -0.3% | EXIT | Sold out |
| 42 | LLY | Eli Lilly & Co | -0.4% | +3.31% | Add |
| 43 | FCX | Freeport-mcmoran Inc | -0.4% | +3.71% | Add |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | EXIT | Sold out |
| 45 | UNH | Unitedhealth Group Inc | -0.5% | +2.59% | Add |
| 46 | AAPL | Apple Inc | -0.5% | -14.12% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.7% | EXIT | Sold out |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -27.01% | Trim |
| 49 | RSP | Invesco S&p 500 Equal Weight | -1.2% | -29.07% | Trim |
| 50 | DE | Deere & Co | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Strong Tower Advisory Services reported a total U.S. public equity portfolio value of $558.1M across 92 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 MSTR, FSK, NVDA) accounted for 21.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $2.7M
Top Position Liquidated / Trimmed
DE
前期市值: $5.1M
During Q4 2024, Strong Tower Advisory Services's top holdings by market value included MSTR (12.1%)、FSK (6.1%)、NVDA (5.1%). The largest single position, MSTR, represented 12.1% of total portfolio value.
In Q4 2024, Strong Tower Advisory Services made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 8 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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