Cottonwood Capital Advisors, LLC Portfolio Holdings
Cottonwood Capital Advisors, LLC
- $130 Million
- Q4 2024
Cottonwood Capital Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $130 Million distributed in 130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $7.19M, Flexshares Tr Disciplined Dura with a value of $6.03M, First Trust Rising Dividend Ac with a value of $5.8M, Ishares Semiconductor ETF with a value of $5.33M, and Ishares Tr with a value of $5.3M.
Examining the 13F form we can see an increase of $2.32M in the current position value, from $128M to 130M.
Below you can find more details about Cottonwood Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$130 Million
ETFs: $93.3 Million
Technology: $10.2 Million
Financial Services: $7.96 Million
Industrials: $5.06 Million
Consumer Cyclical: $3.76 Million
Consumer Defensive: $3.73 Million
Healthcare: $2.11 Million
Energy: $1.47 Million
Other: $2.46 Million