$147 Million is the total value of ACUTE INVESTMENT ADVISORY, LLC's 19 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | Buy | ISHARES TRshort treas bd | $69,882,542 | +496.1% | 635,758 | +496.5% | 47.65% | +466.2% |
| UJAN | Buy | INNOVATOR ETFS TRus eqt ultra bf | $14,608,318 | +197.6% | 491,697 | +192.5% | 9.96% | +182.7% |
| SPDN | Buy | DIREXION SHS ETF TRdly s&p500 br 1x | $7,528,026 | +236.5% | 455,968 | +264.4% | 5.13% | +219.6% |
| PSQ | Buy | PROSHARES TRshort qqq new | $7,476,927 | +223.0% | 507,943 | +227.3% | 5.10% | +206.7% |
| RWM | Buy | PROSHARES TRshrt russell2000 | $7,281,397 | +225.6% | 295,992 | +248.9% | 4.96% | +209.3% |
| IVV | New | ISHARES TRcore s&p500 etf | $1,509,633 | – | 3,929 | +100.0% | 1.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $879,061 | – | 4,313 | +100.0% | 0.60% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $698,951 | +93.6% | 3,808 | +80.3% | 0.48% | +84.2% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $602,438 | – | 14,354 | +100.0% | 0.41% | – |
| TIP | New | ISHARES TRtips bd etf | $252,476 | – | 2,372 | +100.0% | 0.17% | – |
| COST | New | COSTCO WHSL CORP NEW | $249,982 | – | 548 | +100.0% | 0.17% | – |
| BAC | New | BANK AMERICA CORP | $248,334 | – | 7,498 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 1.2% |
| CSX CORP | 8 | Q3 2023 | 0.3% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2023 | 15.3% |
| VANGUARD SCOTTSDALE FDS | 6 | Q2 2023 | 15.0% |
| SELECT SECTOR SPDR TR | 6 | Q2 2023 | 9.0% |
| MICROSOFT CORP | 6 | Q3 2023 | 0.8% |
| ISHARES TR | 5 | Q3 2023 | 54.4% |
| PROSHARES TR | 5 | Q3 2023 | 7.3% |
| DIREXION SHS ETF TR | 5 | Q3 2023 | 5.1% |
| PROSHARES TR | 5 | Q3 2023 | 5.2% |
View ACUTE INVESTMENT ADVISORY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-31 |
| 13F-HR | 2022-08-31 |
| 13F-HR | 2022-08-31 |
View ACUTE INVESTMENT ADVISORY, LLC'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.