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Kraematon Investment Advisors

Latest statistics and disclosures from Kraematon Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ERF, CWST, AAPL, RTX, FALN, and represent 22.73% of Kraematon Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: First Tr Exchng Traded Fd Vi, INCO, REMX, SOXX, VRTX, PLTR, PXLW, KRBN, DOC, NVDA.
Started 12 new stock positions in DOC, VRTX, GOOGL, QQQ, JNJ, PLTR, SPY, First Tr Exchng Traded Fd Vi, PXLW, IHF. SOXX, INCO.
Reduced shares in these 10 stocks: XJUN, HUN, COIN, CWST, Physicians Realty Trust, RSP, ROBO, OLN, FIXD, WVE.
Sold out of its positions in COIN, ROBO, XJUN, HUN, RSP, Physicians Realty Trust.
Kraematon Investment Advisors was a net buyer of stock by $2.8M.
Kraematon Investment Advisors has $99M in assets under management (AUM), dropping by 9.21%.
Central Index Key (CIK): 0001910852

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Portfolio Holdings for Kraematon Investment Advisors

Kraematon Investment Advisors holds 87 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Enerplus Corp (ERF)	5.2	$5.2M	+3%	265k	19.66	View chart
Casella Waste Sys Cl A (CWST)	5.2	$5.1M	-5%	52k	98.87	View chart
Apple (AAPL)	4.3	$4.3M		25k	171.48	View chart
Raytheon Technologies Corp (RTX)	4.3	$4.3M		44k	97.53	View chart
Ishares Tr Faln Angls Usd (FALN)	3.6	$3.6M		135k	26.86	View chart
First Tr Value Line Divid In SHS (FVD)	3.6	$3.5M	-2%	84k	42.23	View chart
IDEXX Laboratories (IDXX)	3.1	$3.0M	-2%	5.6k	539.93	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.7	$2.7M	-2%	61k	44.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$2.6M	-2%	6.3k	420.52	View chart
Sun Life Financial (SLF)	2.6	$2.5M	-2%	47k	54.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E	2.4	$2.4M	NEW	76k	31.76	View chart
Adobe Systems Incorporated (ADBE)	2.4	$2.4M		4.7k	504.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	2.3	$2.2M		61k	37.05	View chart
Pembina Pipeline Corp (PBA)	2.3	$2.2M	-3%	63k	35.34	View chart
NVIDIA Corporation (NVDA)	2.2	$2.2M	+13%	2.4k	903.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.1	$2.0M	+3%	35k	57.86	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.9	$1.9M	+10%	38k	49.16	View chart
Olin Corp Com Par $1 (OLN)	1.9	$1.9M	-8%	32k	58.80	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	1.8	$1.8M	NEW	28k	64.01	View chart
Amazon (AMZN)	1.7	$1.7M	+8%	9.5k	180.38	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	1.6	$1.6M	-4%	22k	73.04	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.6	$1.6M	-5%	14k	114.61	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.5	$1.5M	-2%	30k	50.08	View chart
Vaneck Etf Trust Rare Earth/strtg (REMX)	1.5	$1.5M	+79%	29k	51.36	View chart
AFLAC Incorporated (AFL)	1.4	$1.4M		17k	85.86	View chart
Goldman Sachs Bdc SHS (GSBD)	1.4	$1.4M		94k	14.98	View chart
Carrier Global Corporation (CARR)	1.1	$1.1M	-2%	20k	58.13	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.1	$1.1M	+13%	28k	39.81	View chart
Kraneshares Trust Global Carb Stra (KRBN)	1.0	$1.0M	+42%	34k	30.76	View chart
Alps Etf Tr Alerian Energy (ENFR)	1.0	$1.0M		40k	25.43	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.0	$1.0M		24k	42.55	View chart
salesforce (CRM)	1.0	$996k	-3%	3.3k	301.18	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$986k	+16%	18k	54.24	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	1.0	$985k	-12%	13k	78.56	View chart
Kkr & Co (KKR)	0.9	$932k	-13%	9.3k	100.58	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.9	$909k		35k	25.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$904k	+20%	16k	58.11	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.9	$884k		8.6k	102.28	View chart
Microsoft Corporation (MSFT)	0.9	$853k	+5%	2.0k	420.79	View chart
Amphenol Corp Cl A (APH)	0.8	$839k	-3%	7.3k	115.36	View chart
Consolidated Edison (ED)	0.8	$808k	-4%	8.9k	90.81	View chart
Eli Lilly & Co. (LLY)	0.8	$793k	+4%	1.0k	778.22	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.8	$761k	+9%	22k	34.70	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$760k	-7%	26k	29.53	View chart
Boeing Company (BA)	0.8	$759k		3.9k	193.01	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.8	$757k	+2%	44k	17.32	View chart
Verizon Communications (VZ)	0.7	$719k	-15%	17k	41.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$642k	NEW	2.8k	225.92	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$623k	-20%	14k	43.60	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$588k		10k	56.39	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$552k		11k	50.10	View chart
JPMorgan Chase & Co. (JPM)	0.5	$485k		2.4k	200.30	View chart
Freeport-mcmoran CL B (FCX)	0.5	$478k		10k	47.02	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.5	$467k		11k	42.02	View chart
Draftkings Com Cl A (DKNG)	0.5	$466k		10k	45.41	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.4	$444k	-13%	7.6k	58.06	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.4	$431k	NEW	1.0k	418.10	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.4	$427k	-15%	6.7k	64.02	View chart
Otis Worldwide Corp (OTIS)	0.4	$407k	-3%	4.1k	99.28	View chart
B&G Foods (BGS)	0.4	$391k	-20%	34k	11.44	View chart
Palantir Technologies Cl A (PLTR)	0.4	$370k	NEW	16k	23.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$360k	-8%	11k	31.62	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.4	$348k		8.3k	41.87	View chart
Bank of America Corporation (BAC)	0.3	$346k	-11%	9.1k	37.92	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$340k		11k	31.95	View chart
Abbvie (ABBV)	0.3	$332k		1.8k	182.14	View chart
Pixelworks Com New (PXLW)	0.3	$312k	NEW	121k	2.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$303k	-12%	2.1k	147.72	View chart
Snowflake Cl A (SNOW)	0.3	$301k	+19%	1.9k	161.60	View chart
Constellation Brands Cl A (STZ)	0.3	$294k	-6%	1.1k	271.85	View chart
Peak (DOC)	0.3	$293k	NEW	16k	18.75	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.3	$270k		3.9k	69.66	View chart
Intellia Therapeutics (NTLA)	0.3	$270k	-8%	9.8k	27.51	View chart
Duke Energy Corp Com New (DUK)	0.3	$261k		2.7k	96.72	View chart
Qualcomm (QCOM)	0.3	$260k		1.5k	169.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$259k	NEW	583.00	444.07	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$229k		1.7k	131.25	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.2	$228k	-2%	1.6k	140.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$227k		5.5k	41.08	View chart
Eversource Energy (ES)	0.2	$224k	-26%	3.7k	59.78	View chart
Abbott Laboratories (ABT)	0.2	$212k		1.9k	113.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$211k	NEW	1.4k	150.93	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.2	$206k	NEW	3.8k	54.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$206k		4.1k	50.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$203k	NEW	388.00	523.09	View chart
Johnson & Johnson (JNJ)	0.2	$202k	NEW	1.3k	158.23	View chart
Wave Life Sciences SHS (WVE)	0.1	$136k	-53%	22k	6.17	View chart

Past Filings by Kraematon Investment Advisors

SEC 13F filings are viewable for Kraematon Investment Advisors going back to 2021

Kraematon Investment Advisors 2024 Q1 filed May 3, 2024
Kraematon Investment Advisors 2023 Q4 filed Jan. 12, 2024
Kraematon Investment Advisors 2023 Q3 filed Nov. 1, 2023
Kraematon Investment Advisors 2023 Q2 filed Aug. 10, 2023
Kraematon Investment Advisors 2023 Q1 filed April 13, 2023
Kraematon Investment Advisors 2022 Q4 filed Feb. 14, 2023
Kraematon Investment Advisors 2022 Q3 filed Nov. 14, 2022
Kraematon Investment Advisors 2022 Q2 filed July 27, 2022
Kraematon Investment Advisors 2022 Q1 filed May 16, 2022
Kraematon Investment Advisors 2021 Q4 filed Feb. 16, 2022

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