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CIK: 0001889322
Total reported value
$558.1M
$558.1M
97 檔
20.2%
In Q1 2025, Strong Tower Advisory Services's U.S. equity holdings reached a combined market value of $558.1M, distributed across 97 disclosed stock positions.
In Q1 2025, Strong Tower Advisory Services displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 8.93% | -0.95% | -15.45% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.33% | -0.19% | +130.68% | |
| 3 | FSK | Fs Kkr Capital CORP | Stock-Financials | 5.11% | — | +5.14% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.63% | -2.75% | +202.52% | |
| 5 | FBRT | Franklin Bsp Realty Trust In | Stock-Other | 3.76% | -0.14% | EXIT | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.15% | -0.03% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.16% | -1.39% | -1.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.10% | +0.22% | +10.91% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.10% | +0.04% | +69.76% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.73% | +1.03% | +11.14% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.23% | -4.90% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | +0.09% | -0.28% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.82% | +0.44% | +3.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.43% | +9.05% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.14% | -21.10% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | — | +1.89% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.14% | +3.24% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.60% | +0.55% | +26.42% | |
| 19 | MMM | 3m Co | Stock-Industrials | 1.60% | +0.59% | +8.00% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -0.57% | +14.96% | |
| 21 | COF | Capital One Financial CORP | Stock-Financials | 1.53% | — | +9.33% | |
| 22 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.53% | +0.35% | +25.51% | |
| 23 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.51% | +0.02% | +85.26% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.43% | -1.46% | EXIT | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.33% | +0.07% | — | |
| 26 | SOLV | Solventum CORP | Stock-Healthcare | 1.24% | -1.38% | EXIT | |
| 27 | PH | Parker Hannifin CORP | Stock-Industrials | 0.76% | -0.06% | +18.69% | |
| 28 | GRMN | Garmin Ltd. | Stock-Tech | 0.75% | -0.02% | +15.26% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.01% | -5.44% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | — | +38.88% | |
| 31 | CEG | Constellation Energy | Stock-Utilities | 0.71% | -0.12% | +67.06% | |
| 32 | ECL | Ecolab Inc | Stock-Materials | 0.71% | +0.02% | +17.07% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.06% | +13.97% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.69% | — | +28.55% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.11% | +29.13% | |
| 36 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.67% | -0.18% | +54.05% | |
| 37 | STE | STERIS plc | Stock-Healthcare | 0.67% | -0.06% | +30.59% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | — | +70.28% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.67% | +0.07% | +62.99% | |
| 40 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.66% | -0.09% | +90.39% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.03% | +25.74% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.06% | +2.37% | |
| 43 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.01% | +36.54% | |
| 44 | ROP | Roper Technologies Inc | Stock-Tech | 0.65% | +0.02% | +20.42% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.27% | +52.26% | |
| 46 | FDS | Factset Research Systems Inc | Stock-Financials | 0.64% | — | +27.88% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.06% | +10.61% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.08% | -1.66% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | +0.04% | +13.87% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | +0.08% | -0.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +3% | +202.52% | Add |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.8% | +130.68% | Add |
| 3 | BABA | Alibaba Group Holding-sp Adr | +1.4% | NEW | New buy |
| 4 | BA | Boeing Co/the | +1.3% | NEW | New buy |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.9% | +69.76% | Add |
| 6 | ET | Energy Transfer LP | +0.6% | NEW | New buy |
| 7 | SOLV | Solventum CORP | +0.5% | +68.37% | Add |
| 8 | FCX | Freeport-mcmoran Inc | +0.4% | +85.26% | Add |
| 9 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +90.39% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +11.14% | Add |
| 11 | CNI | Canadian Natl Railway Co | +0.2% | +62.99% | Add |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +54.05% | Add |
| 13 | CVX | Chevron CORP | +0.2% | +52.26% | Add |
| 14 | INOD | Innodata Inc | +0.2% | NEW | New buy |
| 15 | IWR | Ishares Russell Mid-cap ETF | +0.2% | NEW | New buy |
| 16 | IONQ | Ionq Inc | +0.2% | NEW | New buy |
| 17 | CEG | Constellation Energy | +0.2% | +67.06% | Add |
| 18 | STE | STERIS plc | +0.2% | +30.59% | Add |
| 19 | POWL | Powell Industries Inc | +0.2% | +306.56% | Add |
| 20 | HIMS | Hims & Hers Health Inc | +0.1% | NEW | New buy |
| 21 | AWK | American Water Works Co Inc | +0.1% | +17.64% | Add |
| 22 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +70.28% | Add |
| 23 | NEM | Newmont CORP | +0.1% | +10.61% | Add |
| 24 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +51.80% | Add |
| 25 | LOW | Lowe's Cos Inc | +0.1% | +38.88% | Add |
| 26 | SHW | Sherwin-williams Co/the | +0.1% | +28.55% | Add |
| 27 | ROP | Roper Technologies Inc | +0.1% | +20.42% | Add |
| 28 | PM | Philip Morris International | +0.1% | -0.38% | Trim |
| 29 | MRK | Merck & Co. Inc. | +0.1% | +52.15% | Add |
| 30 | ITW | Illinois Tool Works | +0.1% | +36.54% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.89% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.1% | +14.96% | Add |
| 33 | MMM | 3m Co | 0% | +8.00% | Add |
| 34 | FBRT | Franklin Bsp Realty Trust In | 0% | +16.28% | Add |
| 35 | SMMD | Ishares Russell 2500 ETF | -0.1% | -31.31% | Trim |
| 36 | APH | Amphenol Corp-cl A | -0.1% | -35.55% | Trim |
| 37 | MA | Mastercard Inc - A | -0.2% | -5.44% | Trim |
| 38 | AVGO | Broadcom Inc | -0.2% | +29.13% | Add |
| 39 | CION | Cion Investment CORP | -0.2% | -7.12% | Trim |
| 40 | PLTR | Palantir Technologies Inc-a | -0.3% | -41.80% | Trim |
| 41 | MSFT | Microsoft CORP | -0.4% | +10.91% | Add |
| 42 | ARKW | Ark Next Generation Internet | -0.5% | EXIT | Sold out |
| 43 | GOOGL | Alphabet Inc-cl A | -0.5% | +9.05% | Add |
| 44 | IBIT | Ishares Bitcoin Trust ETF | -0.9% | -1.31% | Trim |
| 45 | FSK | Fs Kkr Capital CORP | -1% | +5.14% | Add |
| 46 | AMZN | Amazon.com Inc | -1% | -4.90% | Trim |
| 47 | AAPL | Apple Inc | -1.5% | -21.10% | Trim |
| 48 | NVDA | Nvidia CORP | -1.6% | -0.03% | Trim |
| 49 | TSLA | Tesla Inc | -1.6% | -0.28% | Trim |
| 50 | MSTR | Strategy Inc | -3.2% | -15.45% | Trim |
According to official SEC Form 13F filings, Strong Tower Advisory Services reported a total U.S. public equity portfolio value of $558.1M across 97 disclosed positions in Q1 2025.
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, HYG, FSK) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BABA
市值: $5.8M
Top Position Liquidated / Trimmed
ARKW
前期市值: $1.7M
During Q1 2025, Strong Tower Advisory Services's top holdings by market value included MSTR (8.9%)、HYG (5.3%)、FSK (5.1%). The largest single position, MSTR, represented 8.9% of total portfolio value.
In Q1 2025, Strong Tower Advisory Services made 50 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 12 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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