Acute Investment Advisory, LLC Top Holdings and 13F Report (2025) About Acute Investment Advisory, LLCInvestment ActivityAcute Investment Advisory, LLC has $12.27 million in total holdings as of June 30, 2025.Acute Investment Advisory, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.67% of the portfolio was purchased this quarter.About 74.52% of the portfolio was sold this quarter.This quarter, Acute Investment Advisory, LLC has purchased 17 new stocks and bought additional shares in 1 stock.Acute Investment Advisory, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Treasury Floating Rate Bond ETF $4,116,429iShares Ultra Short-Term Bond Active ETF $2,331,962Invesco QQQ $709,961SPDR S&P 500 ETF Trust $586,957SPDR Portfolio S&P 500 Value ETF $543,499 Largest New Holdings this Quarter 78464A508 - SPDR Portfolio S&P 500 Value ETF $543,499 Holding46434V621 - iShares Core Dividend Growth ETF $272,193 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Value ETF 10,384 shares (about $543.50K)iShares Core Dividend Growth ETF 4,257 shares (about $272.19K)Apple 10 shares (about $2.05K) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 55,438 shares (about $2.81M)Vanguard Mega Cap Growth ETF 4,554 shares (about $1.67M)iShares Ultra Short-Term Bond Active ETF 32,823 shares (about $1.66M)Invesco QQQ 842 shares (about $464.48K)SPDR S&P 500 ETF Trust 658 shares (about $406.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAcute Investment Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTFLOiShares Treasury Floating Rate Bond ETF$4,116,429$2,807,936 ▼-40.6%81,27233.6%ETFICSHiShares Ultra Short-Term Bond Active ETF$2,331,962$1,664,463 ▼-41.6%45,98619.0%ETFQQQInvesco QQQ$709,961$464,481 ▼-39.5%1,2875.8%FinanceSPYSPDR S&P 500 ETF Trust$586,957$406,545 ▼-40.9%9504.8%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$543,499$543,499 ▲New Holding10,3844.4%ETFSHViShares Short Treasury Bond ETF$531,231$333,469 ▼-38.6%4,8114.3%ETFIWMiShares Russell 2000 ETF$417,769$280,958 ▼-40.2%1,9363.4%FinanceVGLTVanguard Long-Term Treasury ETF$404,120$337,169 ▼-45.5%7,2013.3%ETFCOSTCostco Wholesale$373,2070.0%3773.0%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$312,881$197,765 ▼-38.7%3,2672.6%ETFPGXInvesco Preferred ETF$302,124$178,770 ▼-37.2%27,1452.5%ETFXLCCommunication Services Select Sector SPDR Fund$298,023$214,021 ▼-41.8%2,7462.4%ETFAAPLApple$293,393$2,052 ▲0.7%1,4302.4%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$292,936$1,667,538 ▼-85.1%8002.4%ETFCSXCSX$273,4720.0%8,3812.2%TransportationDGROiShares Core Dividend Growth ETF$272,193$272,193 ▲New Holding4,2572.2%ETFICVTiShares Convertible Bond ETF$206,689$125,779 ▼-37.8%2,2941.7%ETFXLVHealth Care Select Sector SPDR Fund$0$232,448 ▼-100.0%00.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$0$229,958 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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