Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $654 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $62.8M, Invesco Exchange Traded Fd Tr with a value of $41.9M, Technology Sector Spdr with a value of $38.4M, Spdr Portfolio Short Term Corp with a value of $34.7M, and Invesco Qqq Trust, Series 1 with a value of $30.2M.
Examining the 13F form we can see an increase of $1.36M in the current position value, from $653M to 654M.
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. is based out at Fort Worth, TX
Below you can find more details about Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$654 Million
ETFs: $477 Million
Technology: $38.8 Million
Financial Services: $36.2 Million
Energy: $31.6 Million
Healthcare: $18 Million
Industrials: $16.5 Million
Communication Services: $14.9 Million
Consumer Defensive: $8.32 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
