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CIK: 0001889322
Total reported value
$558.1M
$558.1M
100 檔
26.0%
As reported in its official Q2 2025 Form 13F filing, Strong Tower Advisory Services's tracked investment portfolio stood at $558.1M with 100 total positions.
In Q2 2025, Strong Tower Advisory Services displayed an active expansion posture, initiating 2 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 10.69% | -0.95% | -1.02% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.76% | -0.19% | +5.06% | |
| 3 | FSK | Fs Kkr Capital CORP | Stock-Financials | 4.52% | — | -1.93% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | +0.15% | -3.05% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.24% | -2.75% | +11.19% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | +0.22% | +2.00% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.48% | -1.39% | -0.60% | |
| 8 | FBRT | Franklin Bsp Realty Trust In | Stock-Other | 2.97% | -0.14% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | +0.23% | +0.10% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.13% | +0.09% | +1.47% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.04% | +0.01% | +564.70% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 1.99% | +0.55% | +0.64% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.43% | +0.61% | |
| 14 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.74% | +0.02% | +0.46% | |
| 15 | COF | Capital One Financial CORP | Stock-Financials | 1.73% | — | +2.45% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.68% | +0.07% | +3.98% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.14% | +1.80% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.44% | +3.88% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | +0.14% | +2.88% | |
| 20 | MMM | 3m Co | Stock-Industrials | 1.54% | +0.59% | +1.56% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.53% | +0.17% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | — | +3.13% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.57% | +6.85% | |
| 24 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.35% | +0.35% | +6.45% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +1.03% | +2.79% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.28% | -1.46% | EXIT | |
| 27 | SOLV | Solventum CORP | Stock-Healthcare | 1.23% | -1.38% | EXIT | |
| 28 | CEG | Constellation Energy | Stock-Utilities | 1.04% | -0.12% | +1.33% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.11% | +1.52% | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.81% | -0.06% | +1.15% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.06% | +1.94% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.70% | -0.03% | +3.27% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.06% | +4.32% | |
| 34 | GRMN | Garmin Ltd. | Stock-Tech | 0.70% | -0.02% | +0.85% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.69% | -0.18% | +2.20% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | +0.10% | +8.72% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.01% | +2.54% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.68% | +0.02% | +2.53% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.04% | NEW | |
| 40 | CTVA | Corteva Inc | Stock-Materials | 0.62% | -0.02% | +4.56% | |
| 41 | STE | STERIS plc | Stock-Healthcare | 0.62% | -0.06% | +2.05% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | — | +3.82% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | — | +4.90% | |
| 44 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.61% | -0.09% | +1.50% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | — | +4.38% | |
| 46 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.60% | +0.07% | +2.99% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | +0.08% | +4.71% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | -0.01% | +2.55% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.06% | +3.95% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.08% | +4.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +1.8% | -1.02% | Trim |
| 2 | TBIL | F/m US Treasury 3 Month Bill | +1.7% | +564.70% | Add |
| 3 | BLV | Vanguard Long-term Bond ETF | +1.5% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.9% | -3.05% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | +2.00% | Add |
| 6 | PWR | Quanta Services Inc | +0.4% | +0.64% | Add |
| 7 | BA | Boeing Co/the | +0.4% | +3.98% | Add |
| 8 | CEG | Constellation Energy | +0.3% | +1.33% | Add |
| 9 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | -0.60% | Trim |
| 10 | AVGO | Broadcom Inc | +0.3% | +1.52% | Add |
| 11 | FCX | Freeport-mcmoran Inc | +0.2% | +0.46% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +1.47% | Add |
| 13 | COF | Capital One Financial CORP | +0.2% | +2.45% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +42.98% | Add |
| 15 | ETN | Eaton Corporation plc | +0.1% | +8.72% | Add |
| 16 | JBBB | Janus Henderson B-bbb Clo Et | +0.1% | NEW | New buy |
| 17 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +49.62% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.61% | Trim |
| 19 | ENVX | Enovix CORP | +0.1% | +1.38% | Add |
| 20 | IONQ | Ionq Inc | +0.1% | -1.32% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +4.32% | Add |
| 22 | CTVA | Corteva Inc | +0.1% | +4.56% | Add |
| 23 | PH | Parker Hannifin CORP | +0.1% | +1.15% | Add |
| 24 | BLK | Blackrock Inc | 0% | +3.27% | Add |
| 25 | NEM | Newmont CORP | 0% | +4.08% | Add |
| 26 | LHX | L3harris Technologies Inc | 0% | +2.20% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +0.10% | Add |
| 28 | RTX | Rtx CORP | 0% | +1.94% | Add |
| 29 | PM | Philip Morris International | 0% | +4.71% | Add |
| 30 | CMI | Cummins Inc | — | +5.03% | Add |
| 31 | ET | Energy Transfer LP | — | +10.06% | Add |
| 32 | SOLV | Solventum CORP | 0% | +6.53% | Add |
| 33 | KMI | Kinder Morgan, Inc. | 0% | +4.87% | Add |
| 34 | WMT | Walmart Inc | 0% | +4.19% | Add |
| 35 | ECL | Ecolab Inc | 0% | +2.53% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +2.54% | Add |
| 37 | GRMN | Garmin Ltd. | -0.1% | +0.85% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.61% | Add |
| 39 | MMM | 3m Co | -0.1% | +1.56% | Add |
| 40 | V | Visa Inc-class A Shares | -0.1% | +2.88% | Add |
| 41 | AAPL | Apple Inc | -0.1% | +1.80% | Add |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +3.90% | Add |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +6.85% | Add |
| 44 | LPX | Louisiana-pacific CORP | -0.2% | +6.45% | Add |
| 45 | LLY | Eli Lilly & Co | -0.2% | +3.88% | Add |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | +11.19% | Add |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.6% | +5.06% | Add |
| 48 | FSK | Fs Kkr Capital CORP | -0.6% | -1.93% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1.4% | +2.79% | Add |
| 50 | RSP | Invesco S&p 500 Equal Weight | -3.1% | 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 100 disclosed positions in Q2 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 26.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
BLV
市值: $7.7M
Top Position Liquidated / Trimmed
RSP
前期市值: $12.6M
During Q2 2025, Strong Tower Advisory Services's top holdings by market value included MSTR (10.7%)、HYG (4.8%)、FSK (4.5%). The largest single position, MSTR, represented 10.7% of total portfolio value.
In Q2 2025, Strong Tower Advisory Services made 50 total portfolio adjustments, initiating 2 new buys, adding to 41 positions, trimming 6 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.
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