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Acute Investment Advisory, LLC Top Holdings and 13F Report (2025)

About Acute Investment Advisory, LLC

Investment Activity

  • Acute 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 New Holdings this Quarter

78464A508 - SPDR Portfolio S&P 500 Value ETF
$543,499 Holding
46434V621 - 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 Time

Map of 500 Largest Holdings ofAcute Investment Advisory, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$4,116,429$2,807,936 -40.6%81,27233.6%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$2,331,962$1,664,463 -41.6%45,98619.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$709,961$464,481 -39.5%1,2875.8%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$586,957$406,545 -40.9%9504.8%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$543,499$543,499 New Holding10,3844.4%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$531,231$333,469 -38.6%4,8114.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$417,769$280,958 -40.2%1,9363.4%Finance
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$404,120$337,169 -45.5%7,2013.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$373,2070.0%3773.0%Retail/Wholesale
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$312,881$197,765 -38.7%3,2672.6%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$302,124$178,770 -37.2%27,1452.5%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$298,023$214,021 -41.8%2,7462.4%ETF
Apple Inc. stock logo
AAPL
Apple
$293,393$2,052 0.7%1,4302.4%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$292,936$1,667,538 -85.1%8002.4%ETF
CSX Corporation stock logo
CSX
CSX
$273,4720.0%8,3812.2%Transportation
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$272,193$272,193 New Holding4,2572.2%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$206,689$125,779 -37.8%2,2941.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$232,448 -100.0%00.0%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$0$229,958 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data