$81.2 Million is the total value of KRAEMATON INVESTMENT ADVISORS, INC's 77 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $2,525,333 | – | 76,236 | +100.0% | 3.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CASELLA WASTE SYS INC | 8 | Q3 2023 | 6.8% |
APPLE INC | 8 | Q3 2023 | 5.2% |
FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 4.4% |
RTX CORPORATION | 8 | Q3 2023 | 4.6% |
ENERPLUS CORP | 8 | Q3 2023 | 4.9% |
ISHARES TR | 8 | Q3 2023 | 4.2% |
IDEXX LABS INC | 8 | Q3 2023 | 3.9% |
SUN LIFE FINANCIAL INC. | 8 | Q3 2023 | 2.9% |
SPDR SER TR | 8 | Q3 2023 | 3.3% |
PEMBINA PIPELINE CORP | 8 | Q3 2023 | 2.7% |
View KRAEMATON INVESTMENT ADVISORS, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-13 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-27 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-16 |
View KRAEMATON INVESTMENT ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.