Sponsored
The Analysis of KRAEMATON INVESTMENT ADVISORS, INC's Holdings & P&L
Currently, KRAEMATON INVESTMENT ADVISORS, INC holds 102 types of securities in its portfolio with a total value $125.5M. In the most recent quarter, they have increased their positions in N/A (+72.8K shares, valued at $3.7M), IDMO (+19.5K shares, valued at $1.1M), FYEE (+30.9K shares, valued at $885.4K); decreased their positions in JEPI (-16.1K shares, valued at $924.2K), CHRD (-7.7K shares, valued at $717.7K), XJAN (-9.9K shares, valued at $366.0K); initiated new positions in N/A (+72.8K shares, valued at $3.7M), FYEE (+30.9K shares, valued at $885.4K), N/A (+39.8K shares, valued at $763.4K).
1M P&L
+3.2M+2.85%
3M P&L
-2.0M-1.65%
HY P&L
+3.5M+3.11%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A56.5M
49.1%
2Aerospace & Defense8.5M
7.4%
3Semiconductors7.5M
6.5%
Top Industries by Stock Count
1N/A50 stocks
52.6%
2Software - Application4 stocks
4.2%
3Drug Manufacturers - General3 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
RTX
0.18%RTX CORPORATION
Shares39.5K
Event2025-12-31
Filed2026-01-21
NVDA
0.13%NVIDIA CORPORATION
Shares31.7K
Event2025-12-31
Filed2026-01-21
GLDM
-0.38%WORLD GOLD TR
Shares59.4K
Event2025-12-31
Filed2026-01-21
AAPL
1.43%APPLE INC
Shares18.1K
Event2025-12-31
Filed2026-01-21
VANECK FDS
NewVANECK FDS
Shares72.8K
Event2025-12-31
Filed2026-01-21
CWST
-1.29%CASELLA WASTE SYS INC
Shares36.8K
Event2025-12-31
Filed2026-01-21
FALN
3.24%ISHARES TR
Shares130.1K
Event2025-12-31
Filed2026-01-21
IDXX
-0.38%IDEXX LABS INC
Shares5.2K
Event2025-12-31
Filed2026-01-21
BERKSHIRE HATHAWAY INC DEL
-0.96%BERKSHIRE HATHAWAY INC DEL
Shares6.9K
Event2025-12-31
Filed2026-01-21
FVD
-0.17%FIRST TR EXCHANGE-TRADED FD
Shares75.1K
Event2025-12-31
Filed2026-01-21
IDMO
54.18%INVESCO EXCH TRADED FD TR II
Shares55.4K
Event2025-12-31
Filed2026-01-21
APH
-1.14%AMPHENOL CORP NEW
Shares20.7K
Event2025-12-31
Filed2026-01-21
SLF
-0.12%SUN LIFE FINANCIAL INC.
Shares42.8K
Event2025-12-31
Filed2026-01-21
AMZN
2.98%AMAZON COM INC
Shares11.3K
Event2025-12-31
Filed2026-01-21
GDX
2.64%VANECK ETF TRUST
Shares27.1K
Event2025-12-31
Filed2026-01-21
PBA
0.18%PEMBINA PIPELINE CORP
Shares59.6K
Event2025-12-31
Filed2026-01-21
XSEP
-1.25%FIRST TR EXCHNG TRADED FD VI
Shares53.3K
Event2025-12-31
Filed2026-01-21
GRID
3.16%FIRST TR EXCHANGE TRADED FD
Shares14.5K
Event2025-12-31
Filed2026-01-21
XJAN
-14.55%FIRST TR EXCHNG TRADED FD VI
Shares58.3K
Event2025-12-31
Filed2026-01-21
INCO
0.77%COLUMBIA ETF TR II
Shares33.1K
Event2025-12-31
Filed2026-01-21
GSEP
8.19%FIRST TR EXCHNG TRADED FD VI
Shares52.7K
Event2025-12-31
Filed2026-01-21
PAVE
-1.06%GLOBAL X FDS
Shares40.1K
Event2025-12-31
Filed2026-01-21
PLTR
-7.51%PALANTIR TECHNOLOGIES INC
Shares10.2K
Event2025-12-31
Filed2026-01-21
AFL
0.29%AFLAC INC
Shares15.7K
Event2025-12-31
Filed2026-01-21
ARKK
-1.09%ARK ETF TR
Shares21.5K
Event2025-12-31
Filed2026-01-21
ENFR
-0.59%ALPS ETF TR
Shares50.7K
Event2025-12-31
Filed2026-01-21
CHRD
-31.69%CHORD ENERGY CORPORATION
Shares16.7K
Event2025-12-31
Filed2026-01-21
ADBE
-3.23%ADOBE INC
Shares4.2K
Event2025-12-31
Filed2026-01-21
MSFT
0.56%MICROSOFT CORP
Shares3.0K
Event2025-12-31
Filed2026-01-21
JEPQ
0.48%J P MORGAN EXCHANGE TRADED F
Shares24.9K
Event2025-12-31
Filed2026-01-21
CRDO
4.64%CREDO TECHNOLOGY GROUP HOLDI
Shares9.6K
Event2025-12-31
Filed2026-01-21
QTUM
114.57%ETF SER SOLUTIONS
Shares12.3K
Event2025-12-31
Filed2026-01-21
REMX
-2.98%VANECK ETF TRUST
Shares17.5K
Event2025-12-31
Filed2026-01-21
CWB
4.67%SPDR SERIES TRUST
Shares14.0K
Event2025-12-31
Filed2026-01-21
KKR & CO INC
4.56%KKR & CO INC
Shares9.2K
Event2025-12-31
Filed2026-01-21
FPE
30.37%FIRST TR EXCH TRADED FD III
Shares54.8K
Event2025-12-31
Filed2026-01-21
REGL
5.26%PROSHARES TR
Shares11.5K
Event2025-12-31
Filed2026-01-21
JEPI
-49.85%J P MORGAN EXCHANGE TRADED F
Shares16.2K
Event2025-12-31
Filed2026-01-21
CRM
0.09%SALESFORCE INC
Shares3.5K
Event2025-12-31
Filed2026-01-21
LLY
3.50%ELI LILLY & CO
Shares828
Event2025-12-31
Filed2026-01-21
BA
18.52%BOEING CO
Shares4.1K
Event2025-12-31
Filed2026-01-21
FYEE
NewFIDELITY GREENWOOD STREET TR
Shares30.9K
Event2025-12-31
Filed2026-01-21
ISRG
6.83%INTUITIVE SURGICAL INC
Shares1.5K
Event2025-12-31
Filed2026-01-21
SPHQ
2.20%INVESCO EXCHANGE TRADED FD T
Shares11.1K
Event2025-12-31
Filed2026-01-21
CARR
-3.12%CARRIER GLOBAL CORPORATION
Shares15.8K
Event2025-12-31
Filed2026-01-21
COWZ
0.00%PACER FDS TR
Shares13.8K
Event2025-12-31
Filed2026-01-21
SDVY
-5.89%FIRST TR EXCHANGE-TRADED FD
Shares21.4K
Event2025-12-31
Filed2026-01-21
ED
-0.12%CONSOLIDATED EDISON INC
Shares8.2K
Event2025-12-31
Filed2026-01-21
VGT
34.00%VANGUARD WORLD FD
Shares1.1K
Event2025-12-31
Filed2026-01-21
SHYG
-2.87%ISHARES TR
Shares18.3K
Event2025-12-31
Filed2026-01-21
GCOW
-2.58%PACER FDS TR
Shares18.9K
Event2025-12-31
Filed2026-01-21
DEM
0.26%WISDOMTREE TR
Shares16.6K
Event2025-12-31
Filed2026-01-21
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares39.8K
Event2025-12-31
Filed2026-01-21
EMLP
7.49%FIRST TR EXCHANGE-TRADED FD
Shares18.8K
Event2025-12-31
Filed2026-01-21
HYMB
0.37%SPDR SERIES TRUST
Shares27.1K
Event2025-12-31
Filed2026-01-21
CIBR
-0.93%FIRST TR EXCHANGE TRADED FD
Shares9.3K
Event2025-12-31
Filed2026-01-21
BROOKFIELD ASSET MANAGMT LTD
1.98%BROOKFIELD ASSET MANAGMT LTD
Shares12.1K
Event2025-12-31
Filed2026-01-21
BN
62.76%BROOKFIELD CORP
Shares13.7K
Event2025-12-31
Filed2026-01-21
HUBS
-23.35%HUBSPOT INC
Shares1.4K
Event2025-12-31
Filed2026-01-21
KWEB
0.95%KRANESHARES TRUST
Shares15.9K
Event2025-12-31
Filed2026-01-21
TSLA
0.00%TESLA INC
Shares1.2K
Event2025-12-31
Filed2026-01-21
ALPHABET INC
71.86%ALPHABET INC
Shares1.7K
Event2025-12-31
Filed2026-01-21
WULF
2.29%TERAWULF INC
Shares42.5K
Event2025-12-31
Filed2026-01-21
JPM
0.47%JPMORGAN CHASE & CO.
Shares1.5K
Event2025-12-31
Filed2026-01-21
SPYV
-0.92%SPDR SERIES TRUST
Shares8.5K
Event2025-12-31
Filed2026-01-21
HODL
21.42%VANECK BITCOIN ETF
Shares18.3K
Event2025-12-31
Filed2026-01-21
VZ
-6.84%VERIZON COMMUNICATIONS INC
Shares11.1K
Event2025-12-31
Filed2026-01-21
SLV
NewISHARES SILVER TR
Shares6.9K
Event2025-12-31
Filed2026-01-21
ABBV
0.11%ABBVIE INC
Shares1.8K
Event2025-12-31
Filed2026-01-21
BAC
0.42%BANK AMERICA CORP
Shares7.2K
Event2025-12-31
Filed2026-01-21
TDIV
0.18%FIRST TR EXCHANGE TRADED FD
Shares4.0K
Event2025-12-31
Filed2026-01-21
SMDV
9.75%PROSHARES TR
Shares5.8K
Event2025-12-31
Filed2026-01-21
FCX
0.15%FREEPORT-MCMORAN INC
Shares7.5K
Event2025-12-31
Filed2026-01-21
XAR
-0.51%SPDR SERIES TRUST
Shares1.6K
Event2025-12-31
Filed2026-01-21
ICOW
0.00%PACER FDS TR
Shares9.5K
Event2025-12-31
Filed2026-01-21
NLR
42.92%VANECK ETF TRUST
Shares2.8K
Event2025-12-31
Filed2026-01-21
SNOW
1.09%SNOWFLAKE INC
Shares1.6K
Event2025-12-31
Filed2026-01-21
IAI
NewISHARES TR
Shares1.8K
Event2025-12-31
Filed2026-01-21
HII
0.21%HUNTINGTON INGALLS INDS INC
Shares956
Event2025-12-31
Filed2026-01-21
LMND
NewLEMONADE INC
Shares4.4K
Event2025-12-31
Filed2026-01-21
GS
12.42%GOLDMAN SACHS GROUP INC
Shares353
Event2025-12-31
Filed2026-01-21
EEM
1.16%ISHARES TR
Shares5.5K
Event2025-12-31
Filed2026-01-21
OTIS
-13.54%OTIS WORLDWIDE CORP
Shares3.4K
Event2025-12-31
Filed2026-01-21
DUKE ENERGY CORP NEW
0.71%DUKE ENERGY CORP NEW
Shares2.4K
Event2025-12-31
Filed2026-01-21
ES
34.67%EVERSOURCE ENERGY
Shares4.2K
Event2025-12-31
Filed2026-01-21
VRTX
-18.72%VERTEX PHARMACEUTICALS INC
Shares608
Event2025-12-31
Filed2026-01-21
FJAN
-19.11%FIRST TR EXCHNG TRADED FD VI
Shares5.3K
Event2025-12-31
Filed2026-01-21
OLN
-10.65%OLIN CORP
Shares12.7K
Event2025-12-31
Filed2026-01-21
GSBD
-43.78%GOLDMAN SACHS BDC INC
Shares27.0K
Event2025-12-31
Filed2026-01-21
ARKF
-5.04%ARK ETF TR
Shares5.0K
Event2025-12-31
Filed2026-01-21
ABT
0.00%ABBOTT LABS
Shares1.9K
Event2025-12-31
Filed2026-01-21
RAAX
NewVANECK ETF TRUST
Shares6.7K
Event2025-12-31
Filed2026-01-21
TTMI
NewTTM TECHNOLOGIES INC
Shares3.4K
Event2025-12-31
Filed2026-01-21
XLV
-5.58%SELECT SECTOR SPDR TR
Shares1.5K
Event2025-12-31
Filed2026-01-21
JNJ
NewJOHNSON & JOHNSON
Shares1.1K
Event2025-12-31
Filed2026-01-21
SPY
0.00%SPDR S&P 500 ETF TR
Shares319
Event2025-12-31
Filed2026-01-21
NI
10.77%NISOURCE INC
Shares5.2K
Event2025-12-31
Filed2026-01-21
IBUY
-17.06%AMPLIFY ETF TR
Shares2.9K
Event2025-12-31
Filed2026-01-21
QCOM
0.72%QUALCOMM INC
Shares1.3K
Event2025-12-31
Filed2026-01-21
JPST
0.31%J P MORGAN EXCHANGE TRADED F
Shares4.2K
Event2025-12-31
Filed2026-01-21
MOAT
0.40%VANECK ETF TRUST
Shares2.0K
Event2025-12-31
Filed2026-01-21
GEV
NewGE VERNOVA INC
Shares318
Event2025-12-31
Filed2026-01-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available