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CIK: 0000932000
Total reported value
$685.7M
$685.7M
9 檔
24.3%
During the Q4 2024 filing period, Toews CORP /adv (CIK: 0000932000) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $685.7M across 9 reported positions.
In Q4 2024, Toews CORP /adv adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 93.39% | -55.84% | +332.85% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.16% | — | -4.38% | |
| 3 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.14% | -0.50% | — | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.10% | -0.50% | -5.20% | |
| 5 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.37% | -0.32% | -1.67% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.02% | NEW | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | +1.47% | NEW | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | +0.01% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +88.6% | +332.85% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +2.4% | -4.38% | Trim |
| 3 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.9% | — | Unchanged |
| 4 | FLOT | Ishares Floating Rate Bond E | +0.8% | -5.20% | Trim |
| 5 | MRSK | Toews Agility Shares Managed | +0.3% | -1.67% | Trim |
| 6 | VUG | Vanguard Growth ETF | +0.2% | -3.40% | Trim |
| 7 | VTV | Vanguard Value ETF | +0.2% | -1.89% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 9 | HYLB | Xtrackers Usd High Yield Cor | -1% | EXIT | Sold out |
| 10 | FALN | Ishares Fallen Angels ETF | -1% | EXIT | Sold out |
| 11 | VEA | Vanguard Ftse Developed ETF | -4.4% | -98.72% | Trim |
| 12 | SPHY | Ss Spdr P High Yield ETF | -7.3% | EXIT | Sold out |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -8.5% | EXIT | Sold out |
| 14 | AGG | Ishares Core U.s. Aggregate | -10.2% | EXIT | Sold out |
| 15 | BND | Vanguard Total Bond Market | -10.2% | EXIT | Sold out |
| 16 | JNK | Ss Spdr Bb High Yield Bond | -14.6% | EXIT | Sold out |
| 17 | VOO | Vanguard S&p 500 ETF | -14.9% | EXIT | Sold out |
| 18 | USHY | Ishares Broad Usd High Yield | -21.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Toews CORP /adv reported a total U.S. public equity portfolio value of $685.7M across 9 disclosed positions in Q4 2024.
During Q4 2024, Toews CORP /adv's top holdings by market value included IVV (93.4%)、JAAA (3.2%)、CLOA (1.1%). The largest single position, IVV, represented 93.4% of total portfolio value.
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 IVV, JAAA, CLOA) accounted for 24.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
QQQ
市值: $205.1K
Top Position Liquidated / Trimmed
USHY
前期市值: $160.3M
In Q4 2024, Toews CORP /adv made 17 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 6 holdings, and fully liquidating 9 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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