Alpha Dna Investment Management LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 518 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.14M, Wells Fargo & Company with a value of $5.28M, Morgan Stanley with a value of $5.02M, Jpmorgan Chase & CO with a value of $5M, and Accenture PLC with a value of $4.75M.

Examining the 13F form we can see an decrease of $3.55M in the current position value, from $261M to 257M.

Alpha Dna Investment Management LLC is based out at Columbia, MD

Below you can find more details about Alpha Dna Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $257 Million
ETFs: $82.1 Million
Technology: $55.2 Million
Financial Services: $36.9 Million
Healthcare: $23.4 Million
Consumer Cyclical: $17.3 Million
Industrials: $14.7 Million
Consumer Defensive: $9.38 Million
Communication Services: $7.69 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 518
  • Current Value $257 Million
  • Prior Value $261 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 73 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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