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CIK: 0001455452
Total reported value
$161.8M
$161.8M
20 檔
33.2%
As reported in its official Q4 2024 Form 13F filing, Tiptree Advisors, LLC's tracked investment portfolio stood at $161.8M with 20 total positions.
During Q4 2024, Tiptree Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including META, AMZN, GOOGL) accounted for 33.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 14.57% | -5.07% | EXIT | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.22% | +2.13% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.29% | -1.55% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.69% | -5.37% | EXIT | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.89% | — | — | |
| 6 | KNTK | Kinetik Holdings Inc | Stock-Other | 5.59% | — | — | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.22% | — | — | |
| 8 | TMUS | T-mobile US Inc | Stock-Comm Services | 5.05% | — | — | |
| 9 | AD | Array Digital Infrastructure | Stock-Other | 4.88% | +0.45% | — | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 4.73% | -3.07% | — | |
| 11 | RACE | Ferrari N.V. | Stock-Consumer Disc | 4.40% | — | — | |
| 12 | BANC | Banc Of California Inc | Stock-Other | 3.80% | +0.85% | — | |
| 13 | ECHO | Echostar Corp-a | Stock-Comm Services | 3.19% | -8.65% | — | |
| 14 | FYBR | Frontier Communications Pare | Stock-Other | 2.88% | — | — | |
| 15 | GAP | Gap Inc/the | Stock-Consumer Disc | 2.47% | — | — | |
| 16 | ✓ | Null | Stock-Other | 0.97% | — | — | |
| 17 | MMLP | Martin Midstream Partners LP | Stock-Other | 0.54% | — | — | |
| 18 | HP5A | Equity Commonwealth | Stock-Other | 0.32% | — | — | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 0.26% | — | — | |
| 20 | ✓ | Office Properties Income Tru | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Tiptree Advisors, LLC reported a total U.S. public equity portfolio value of $161.8M across 20 disclosed positions in Q4 2024.
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During Q4 2024, Tiptree Advisors, LLC's top holdings by market value included META (14.6%)、AMZN (14.2%)、GOOGL (13.3%). The largest single position, META, represented 14.6% of total portfolio value.
In Q4 2024, Tiptree 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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