Andrew Hill Investment Advisors, Inc. Portfolio Holdings

Andrew Hill Investment Advisors, Inc.

  • $121 Million
  • Q4 2024

Andrew Hill Investment Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.81M, Garmin LTD with a value of $6.67M, Constellation Energy Corp with a value of $6.1M, Jpmorgan Chase & CO with a value of $5.9M, and Goldman Sachs Group Inc with a value of $5.83M.

Examining the 13F form we can see an decrease of $3.98M in the current position value, from $125M to 121M.

Andrew Hill Investment Advisors, Inc. is based out at Naples, FL

Below you can find more details about Andrew Hill Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $121 Million
Technology: $33 Million
Healthcare: $15.5 Million
Financial Services: $14.6 Million
Utilities: $9.27 Million
Consumer Cyclical: $9.12 Million
Communication Services: $7.98 Million
Industrials: $7.84 Million
Energy: $7.46 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.07B
$4.4 Million 3.64% of portfolio
143,814
Q4 2024 Added 0.47%
$3.28B
$674,000 0.56% of portfolio
17,517
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $121 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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