Ssi Investment Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $279 Million distributed in 585 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $95.1M, Vanguard Star Fd Vanguard Tota with a value of $17.3M, Ishares Iboxx $ Investment Gra with a value of $16.4M, Janus Detroit Str Tr Janus Hen with a value of $11.5M, and Invesco ETF Tr Ii Sr Ln ETF with a value of $10.5M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $266M to 279M.

Ssi Investment Management LLC is based out at Los Angeles, CA

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

Portfolio value $279 Million
ETFs: $231 Million
Technology: $18.5 Million
Financial Services: $7.12 Million
Communication Services: $6.07 Million
Consumer Cyclical: $5.13 Million
Healthcare: $4.54 Million
Consumer Defensive: $3.99 Million
Industrials: $2.6 Million
Other: $388,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 585
  • Current Value $279 Million
  • Prior Value $266 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
Track This Portfolio

Track Ssi Investment Management LLC Portfolio

Follow Ssi Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ssi Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ssi Investment Management LLC with notifications on news.