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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 $19.88 million in total holdings as of March 31, 2025.
  • Acute Investment Advisory, LLC owns shares of 17 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 6.68% of the portfolio was purchased this quarter.
  • About 357.62% of the portfolio was sold this quarter.
  • This quarter, Acute Investment Advisory, LLC has purchased 17 new stocks and bought additional shares in 0 stocks.
  • Acute Investment Advisory, LLC sold shares of 13 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

464288679 - iShares Short Treasury Bond ETF
$865,012 Holding
81369Y209 - Health Care Select Sector SPDR Fund
$232,448 Holding

Largest Purchases this Quarter

iShares Short Treasury Bond ETF
7,831 shares (about $865.01K)
Health Care Select Sector SPDR Fund
1,592 shares (about $232.45K)

Largest Sales this Quarter

iShares Treasury Floating Rate Bond ETF
482,153 shares (about $24.43M)
iShares Ultra Short-Term Bond Active ETF
308,039 shares (about $15.62M)
Vanguard Long-Term Treasury ETF
114,843 shares (about $6.62M)
Vanguard Mega Cap Growth ETF
20,831 shares (about $6.43M)
Invesco QQQ
8,464 shares (about $3.97M)

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
$6,925,745$24,425,929 -77.9%136,71034.8%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$3,995,640$15,617,670 -79.6%78,80920.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,653,744$6,434,281 -79.6%5,3548.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$998,331$3,968,940 -79.9%2,1295.0%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$899,499$3,545,973 -79.8%1,6084.5%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$865,012$865,012 New Holding7,8314.4%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$760,970$6,616,101 -89.7%13,2093.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$645,949$2,605,939 -80.1%3,2383.2%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$508,513$1,701,974 -77.0%5,3322.6%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$484,783$1,612,405 -76.9%43,2072.4%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$455,051$1,804,386 -79.9%4,7182.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$356,559$28,373 -7.4%3771.8%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$315,425$1,333 -0.4%1,4201.6%Computer and Technology
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$308,521$1,054,490 -77.4%3,6901.6%ETF
CSX Co. stock logo
CSX
CSX
$246,6530.0%8,3811.2%Transportation
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$232,448$232,448 New Holding1,5921.2%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$229,958$229,958 New Holding4,5691.2%Finance
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$0$687,639 -100.0%00.0%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$0$674,104 -100.0%00.0%Manufacturing
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$0$325,895 -100.0%00.0%ETF

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