$121 Million is the total value of KLR INVESTMENT ADVISORS, LLC's 171 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WisdomTree Yield Enhanced US Aggt Bd ETF | 4 | Q3 2023 | 4.5% |
| ISHARES TR | 4 | Q3 2023 | 6.9% |
| First Trust Global Tact Cmdty Strat ETF | 4 | Q3 2023 | 3.2% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.6% |
| Sprott Uranium Miners ETF | 4 | Q3 2023 | 2.3% |
| WisdomTree US Earnings 500 ETF | 4 | Q3 2023 | 2.6% |
| APPLE INC | 4 | Q3 2023 | 2.5% |
| WisdomTree U.S. Efficient Core Fund | 4 | Q3 2023 | 2.1% |
| Check Point Software Technologies Ltd | 4 | Q3 2023 | 1.7% |
| WisdomTree US Multifactor | 4 | Q3 2023 | 1.6% |
View KLR INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-05-15 |
View KLR INVESTMENT ADVISORS, 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.