S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
The Gold Story No One's Telling (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
The Gold Story No One's Telling (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
The Gold Story No One's Telling (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
The Gold Story No One's Telling (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
The Gold Story No One's Telling (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
The Gold Story No One's Telling (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
The Gold Story No One's Telling (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
The Gold Story No One's Telling (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
The Gold Story No One's Telling (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
The Gold Story No One's Telling (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
The Gold Story No One's Telling (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
The Gold Story No One's Telling (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift

Acute Investment Advisory, LLC Top Holdings and 13F Report (2024)

About Acute Investment Advisory, LLC

Investment Activity

  • Acute Investment Advisory, LLC has $169.12 million in total holdings as of December 31, 2023.
  • Acute Investment Advisory, LLC owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 3.89% of the portfolio was purchased this quarter.
  • About 0.35% of the portfolio was sold this quarter.
  • This quarter, Acute Investment Advisory, LLC has purchased 13 new stocks and bought additional shares in 10 stocks.
  • Acute Investment Advisory, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

BlackRock Ultra Short-Term Bond ETF
49,258 shares (about $2.48M)
iShares Treasury Floating Rate Bond ETF
35,311 shares (about $1.78M)
Goldman Sachs Access Treasury 0-1 Year ETF
8,935 shares (about $891.18K)
ProShares Short QQQ
56,441 shares (about $535.06K)
Fidelity Low Duration Bond Factor ETF
6,654 shares (about $332.00K)

Largest Sales this Quarter

iShares Short Treasury Bond ETF
2,811 shares (about $309.58K)
ProShares Short Russell2000
13,596 shares (about $286.60K)

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
$55,553,504$1,782,147 3.3%1,100,72332.8%ETF
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$44,810,241$2,480,634 5.9%889,79826.5%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$17,769,320$891,179 5.3%178,15610.5%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$12,216,773$309,577 -2.5%110,9307.2%ETF
FLDR
Fidelity Low Duration Bond Factor ETF
$11,803,853$332,001 2.9%236,5747.0%ETF
ProShares Short QQQ stock logo
PSQ
ProShares Short QQQ
$11,046,051$535,061 5.1%1,165,1956.5%ETF
Direxion Daily S&P 500 Bear 1x Shares stock logo
SPDN
Direxion Daily S&P 500 Bear 1x Shares
$7,522,172$245,573 3.4%566,0024.4%ETF
ProShares Short Russell2000 stock logo
RWM
ProShares Short Russell2000
$5,877,781$286,604 -4.6%278,8323.5%ETF
Apple Inc. stock logo
AAPL
Apple
$967,463$155,949 19.2%5,0250.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$540,369$110,932 25.8%1,4370.3%Computer and Technology
CSX Co. stock logo
CSX
CSX
$393,0540.0%11,3370.2%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$339,681$17,809 5.5%5150.2%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$275,252$25,657 10.3%8,1750.2%Finance

Showing largest 100 holdings. View all holdings.