Kraematon Investment Advisors, Inc Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Kraematon Investment Advisors, IncInvestment ActivityKraematon Investment Advisors, Inc has $99.30 million in total holdings as of March 31, 2024.Kraematon Investment Advisors, Inc owns shares of 87 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 9.80% of the portfolio was purchased this quarter.About 6.97% of the portfolio was sold this quarter.This quarter, Kraematon Investment Advisors, Inc has purchased 81 new stocks and bought additional shares in 26 stocks.Kraematon Investment Advisors, Inc sold shares of 47 stocks and completely divested from 6 stocks this quarter.Largest Holdings Enerplus $5,210,562Casella Waste Systems $5,144,404Apple $4,313,777RTX $4,279,685iShares Fallen Angels USD Bond ETF $3,623,295 Largest New Holdings this Quarter FIRST TR EXCHNG TRADED FD VI $2,420,296 HoldingColumbia India Consumer ETF $1,757,459 HoldingiShares Semiconductor ETF $641,616 HoldingVertex Pharmaceuticals $431,060 HoldingPalantir Technologies $369,886 Holding Largest Purchases this Quarter FIRST TR EXCHNG TRADED FD VI 76,195 shares (about $2.42M)Columbia India Consumer ETF 27,456 shares (about $1.76M)VanEck Rare Earth/Strategic Metals ETF 12,751 shares (about $654.88K)iShares Semiconductor ETF 2,840 shares (about $641.62K)Vertex Pharmaceuticals 1,031 shares (about $431.06K) Largest Sales this Quarter Casella Waste Systems 3,240 shares (about $320.34K)Olin 3,120 shares (about $183.46K)First Trust TCW Opportunistic Fixed Income ETF 3,732 shares (about $162.71K)Wave Life Sciences 25,000 shares (about $154.25K)KKR & Co. Inc. 1,498 shares (about $150.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKraematon Investment Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorERFEnerplus$5,210,562$155,294 ▲3.1%265,0345.2%Oils/EnergyCWSTCasella Waste Systems$5,144,404$320,339 ▼-5.9%52,0325.2%Industrial ProductsAAPLApple$4,313,777$80,253 ▼-1.8%25,1564.3%Computer and TechnologyRTXRTX$4,279,685$41,743 ▼-1.0%43,8814.3%AerospaceFALNiShares Fallen Angels USD Bond ETF$3,623,295$17,083 ▲0.5%134,8963.6%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$3,527,175$88,050 ▼-2.4%83,5233.6%ETFIDXXIDEXX Laboratories$3,031,707$72,891 ▼-2.3%5,6153.1%MedicalGLDMSPDR Gold MiniShares Trust$2,669,254$70,612 ▼-2.6%60,5962.7%FinanceBRK.BBerkshire Hathaway$2,642,968$54,668 ▼-2.0%6,2852.7%FinanceSLFSun Life Financial$2,545,495$52,506 ▼-2.0%46,6382.6%FinanceFIRST TR EXCHNG TRADED FD VI$2,420,296$2,420,296 ▲New Holding76,1952.4%FT VEST US EQT EADBEAdobe$2,364,556$25,230 ▼-1.1%4,6862.4%Computer and TechnologyXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF$2,240,519$22,931 ▼-1.0%60,4812.3%ETFPBAPembina Pipeline$2,236,076$80,611 ▼-3.5%63,2732.3%Oils/EnergyNVDANVIDIA$2,213,189$265,691 ▲13.6%2,4492.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,042,648$60,753 ▲3.1%35,3032.1%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,873,207$175,798 ▲10.4%38,1041.9%ETFOLNOlin$1,860,626$183,458 ▼-9.0%31,6431.9%Basic MaterialsINCOColumbia India Consumer ETF$1,757,459$1,757,459 ▲New Holding27,4561.8%ETFAMZNAmazon.com$1,717,437$141,602 ▲9.0%9,5211.7%Retail/WholesaleCWBSPDR Bloomberg Convertible Securities ETF$1,631,870$69,096 ▼-4.1%22,3421.6%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,578,424$88,824 ▼-5.3%13,7721.6%ETFARKKARK Innovation ETF$1,481,068$30,699 ▼-2.0%29,5741.5%ETFREMXVanEck Rare Earth/Strategic Metals ETF$1,477,252$654,884 ▲79.6%28,7631.5%ETFAFLAflac$1,429,703$16,571 ▼-1.1%16,6521.4%FinanceGSBDGoldman Sachs BDC$1,410,156$2,517 ▲0.2%94,1361.4%FinanceCARRCarrier Global$1,133,620$23,311 ▼-2.0%19,5011.1%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,125,618$137,144 ▲13.9%28,2751.1%ETFKRBNKraneShares Global Carbon Strategy ETF$1,036,684$306,834 ▲42.0%33,7021.0%ETFENFRAlerian Energy Infrastructure ETF$1,021,252$19,808 ▼-1.9%40,1631.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,013,597$15,446 ▼-1.5%23,8211.0%ETFCRMSalesforce$995,701$33,130 ▼-3.2%3,3061.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$985,563$137,447 ▲16.2%18,1701.0%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$984,878$140,461 ▼-12.5%12,5371.0%ETFKKRKKR & Co. Inc.$931,495$150,673 ▼-13.9%9,2610.9%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$909,439$1,387 ▲0.2%35,4010.9%ETFCOWZPacer US Cash Cows 100 ETF$903,706$155,092 ▲20.7%15,5520.9%ETFLYBLyondellBasell Industries$883,563$3,886 ▲0.4%8,6390.9%Basic MaterialsMSFTMicrosoft$852,932$44,603 ▲5.5%2,0270.9%Computer and TechnologyAPHAmphenol$838,870$33,799 ▼-3.9%7,2720.8%Computer and TechnologyEDConsolidated Edison$807,508$42,228 ▼-5.0%8,8920.8%UtilitiesLLYEli Lilly and Company$793,011$31,129 ▲4.1%1,0190.8%MedicalGCOWPacer Global Cash Cows Dividend ETF$760,515$66,415 ▲9.6%21,9170.8%ETFEMLPFirst Trust North American Energy Infrastructure Fund$760,441$63,786 ▼-7.7%25,7510.8%ETFBABoeing$759,104$13,511 ▼-1.7%3,9330.8%AerospaceFPEFirst Trust Preferred Securities and Income ETF$757,334$16,402 ▲2.2%43,7260.8%ETFVZVerizon Communications$719,358$131,921 ▼-15.5%17,1440.7%Computer and TechnologySOXXiShares Semiconductor ETF$641,616$641,616 ▲New Holding2,8400.6%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$623,076$162,712 ▼-20.7%14,2910.6%ManufacturingCIBRFirst Trust Nasdaq Cybersecurity ETF$587,900$2,763 ▼-0.5%10,4260.6%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$551,870$3,507 ▼-0.6%11,0150.6%ETFJPMJPMorgan Chase & Co.$485,336$2,804 ▲0.6%2,4230.5%FinanceFCXFreeport-McMoRan$477,939$4,044 ▼-0.8%10,1650.5%Basic MaterialsBAMBrookfield Asset Management$467,093$1,555 ▼-0.3%11,1160.5%FinanceDKNGDraftKings$465,9070.0%10,2600.5%Consumer DiscretionaryIBUYAmplify Online Retail ETF$443,547$71,766 ▼-13.9%7,6390.4%ETFVRTXVertex Pharmaceuticals$431,060$431,060 ▲New Holding1,0310.4%MedicalSMDVProShares Russell 2000 Dividend Growers ETF$426,917$78,419 ▼-15.5%6,6690.4%ETFOTISOtis Worldwide$406,461$14,793 ▼-3.5%4,0940.4%ConstructionBGSB&G Foods$391,400$100,398 ▼-20.4%34,2130.4%Consumer StaplesPLTRPalantir Technologies$369,886$369,886 ▲New Holding16,0750.4%Business ServicesGDXVanEck Gold Miners ETF$359,459$35,035 ▼-8.9%11,3680.4%ETFBNBrookfield$347,570$126 ▲0.0%8,3010.4%FinanceBACBank of America$345,835$43,457 ▼-11.2%9,1200.3%FinanceICOWPacer Developed Markets International Cash Cows 100 ETF$339,617$958 ▲0.3%10,6300.3%ETFABBVAbbVie$332,403$5,828 ▼-1.7%1,8250.3%MedicalPXLWPixelworks$311,922$311,922 ▲New Holding120,9000.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$302,976$42,396 ▼-12.3%2,0510.3%ETFSNOWSnowflake$300,576$48,480 ▲19.2%1,8600.3%Computer and TechnologySTZConstellation Brands$293,867$20,117 ▼-6.4%1,0810.3%Consumer StaplesPEAKHealthpeak Properties$292,551$292,551 ▲New Holding15,6030.3%FinanceTDIVFirst Trust NASDAQ Technology Dividend Index Fund$270,293$4,946 ▼-1.8%3,8800.3%ManufacturingNTLAIntellia Therapeutics$270,011$24,071 ▼-8.2%9,8150.3%MedicalDUKDuke Energy$260,561$2,611 ▼-1.0%2,6940.3%UtilitiesQCOMQUALCOMM$259,709$508 ▲0.2%1,5340.3%Computer and TechnologyQQQInvesco QQQ$258,891$258,891 ▲New Holding5830.3%FinanceSDYSPDR S&P Dividend ETF$229,430$919 ▲0.4%1,7480.2%ETFXARSPDR S&P Aerospace & Defense ETF$228,023$6,884 ▼-2.9%1,6230.2%ETFEEMiShares MSCI Emerging Markets ETF$226,7130.0%5,5190.2%FinanceESEversource Energy$223,745$80,878 ▼-26.6%3,7430.2%UtilitiesABTAbbott Laboratories$212,397$114 ▲0.1%1,8690.2%MedicalGOOGLAlphabet$210,843$210,843 ▲New Holding1,3970.2%Computer and TechnologyIHFiShares U.S. Healthcare Providers ETF$206,191$206,191 ▲New Holding3,7810.2%ETFJPSTJPMorgan Ultra-Short Income ETF$205,669$757 ▲0.4%4,0770.2%ETFSPYSPDR S&P 500 ETF Trust$202,958$202,958 ▲New Holding3880.2%FinanceJNJJohnson & Johnson$201,587$201,587 ▲New Holding1,2740.2%MedicalWVEWave Life Sciences$135,740$154,250 ▼-53.2%22,0000.1%MedicalXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$0$2,584,718 ▼-100.0%00.0%ETFHUNHuntsman$0$420,211 ▼-100.0%00.0%Basic MaterialsCOINCoinbase Global$0$353,927 ▼-100.0%00.0%FinanceDOCHealthpeak Properties$0$305,962 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$216,382 ▼-100.0%00.0%ETFROBOROBO Global Robotics & Automation ETF$0$215,375 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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