$153 Million is the total value of ACUTE INVESTMENT ADVISORY, LLC's 13 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BAC | Exit | BANK AMERICA CORP | $0 | – | -7,498 | -100.0% | -0.17% | – |
TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,372 | -100.0% | -0.17% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -14,354 | -100.0% | -0.41% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -3,808 | -100.0% | -0.48% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -4,313 | -100.0% | -0.60% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -16,162 | -100.0% | -0.79% | – |
Exit | WORLD GOLD TRspdr gld minis | $0 | – | -35,258 | -100.0% | -0.87% | – | |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -3,929 | -100.0% | -1.03% | – |
UJAN | Exit | INNOVATOR ETFS TRus eqt ultra bf | $0 | – | -491,697 | -100.0% | -9.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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 | 2024-04-25 |
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.