Fermata Advisors, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $510 Million distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $43.3M, Ishares Core S&P 500 ETF with a value of $37M, Ishares Russell 1000 Gr ETF with a value of $23M, Innovator U.S. Equity Ultra Bu with a value of $21M, and Invesco Qqq Trust, Series 1 with a value of $19M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $484M to 510M.
Fermata Advisors, LLC is based out at Sonoma, CA
Below you can find more details about Fermata Advisors, LLC portfolio as well as his latest detailed transactions.
