Sponsored
The Analysis of KRAEMATON INVESTMENT ADVISORS, INC's Holdings & P&L
Currently, KRAEMATON INVESTMENT ADVISORS, INC holds 99 types of securities in its portfolio with a total value $122.8M. In the most recent quarter, they have increased their positions in OCUL (+97.6K shares, valued at $826.8K), FTHF (+21.2K shares, valued at $793.0K), N/A (+35.1K shares, valued at $659.4K); decreased their positions in AAPL (-1.2K shares, valued at $302.5K), ADBE (-976 shares, valued at $237.2K), XSEP (-5.5K shares, valued at $229.4K); initiated new positions in OCUL (+97.6K shares, valued at $826.8K), FTHF (+21.2K shares, valued at $793.0K), N/A (+35.1K shares, valued at $659.4K).
1M P&L
+689.5K+0.59%
3M P&L
+3.5M+3.14%
HY P&L
-887.0K-0.75%
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/A57.1M
51.0%
2Aerospace & Defense9.2M
8.2%
3Semiconductors6.6M
5.8%
Top Industries by Stock Count
1N/A47 stocks
51.6%
2Aerospace & Defense4 stocks
4.4%
3Software - Application4 stocks
4.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
RTX
-0.51%RTX CORPORATION
Shares39.3K
Event2026-03-31
Filed2026-05-13
GLDM
-0.09%WORLD GOLD TR
Shares59.3K
Event2026-03-31
Filed2026-05-13
NVDA
-2.12%NVIDIA CORPORATION
Shares31.0K
Event2026-03-31
Filed2026-05-13
AAPL
-6.59%APPLE INC
Shares16.9K
Event2026-03-31
Filed2026-05-13
VANECK FDS
7.65%VANECK FDS
Shares78.4K
Event2026-03-31
Filed2026-05-13
FVD
-1.25%FIRST TR EXCHANGE-TRADED FD
Shares74.1K
Event2026-03-31
Filed2026-05-13
FALN
-1.71%ISHARES TR
Shares127.8K
Event2026-03-31
Filed2026-05-13
IDMO
9.94%INVESCO EXCH TRADED FD TR II
Shares61.0K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
-0.97%BERKSHIRE HATHAWAY INC DEL
Shares6.8K
Event2026-03-31
Filed2026-05-13
IDXX
-0.15%IDEXX LABS INC
Shares5.2K
Event2026-03-31
Filed2026-05-13
CWST
-1.82%CASELLA WASTE SYS INC
Shares36.1K
Event2026-03-31
Filed2026-05-13
SLF
0.36%SUN LIFE FINANCIAL INC.
Shares43.0K
Event2026-03-31
Filed2026-05-13
PBA
-1.01%PEMBINA PIPELINE CORP
Shares59.0K
Event2026-03-31
Filed2026-05-13
APH
-1.94%AMPHENOL CORP
Shares20.3K
Event2026-03-31
Filed2026-05-13
GDX
0.04%VANECK ETF TRUST
Shares27.1K
Event2026-03-31
Filed2026-05-13
ENFR
22.28%ALPS ETF TR
Shares61.9K
Event2026-03-31
Filed2026-05-13
GRID
-1.97%FIRST TR EXCHANGE-TRADED FD
Shares14.2K
Event2026-03-31
Filed2026-05-13
CHRD
-5.93%CHORD ENERGY CORPORATION
Shares15.7K
Event2026-03-31
Filed2026-05-13
AMZN
-8.86%AMAZON COM INC
Shares10.3K
Event2026-03-31
Filed2026-05-13
XJAN
-2.57%FIRST TR EXCHNG TRADED FD VI
Shares56.8K
Event2026-03-31
Filed2026-05-13
PAVE
-0.53%GLOBAL X FDS
Shares39.9K
Event2026-03-31
Filed2026-05-13
XSEP
-10.28%FIRST TR EXCHNG TRADED FD VI
Shares47.8K
Event2026-03-31
Filed2026-05-13
GSEP
-5.76%FIRST TR EXCHNG TRADED FD VI
Shares49.6K
Event2026-03-31
Filed2026-05-13
INCO
-6.88%COLUMBIA ETF TR II
Shares30.8K
Event2026-03-31
Filed2026-05-13
AFL
-1.30%AFLAC INC
Shares15.4K
Event2026-03-31
Filed2026-05-13
PLTR
7.13%PALANTIR TECHNOLOGIES INC
Shares10.9K
Event2026-03-31
Filed2026-05-13
REMX
-0.17%VANECK ETF TRUST
Shares17.5K
Event2026-03-31
Filed2026-05-13
ARKK
-0.06%ARK ETF TR
Shares21.5K
Event2026-03-31
Filed2026-05-13
JEPQ
-0.14%J P MORGAN EXCHANGE TRADED F
Shares24.9K
Event2026-03-31
Filed2026-05-13
QTUM
0.12%ETF SER SOLUTIONS
Shares12.3K
Event2026-03-31
Filed2026-05-13
CWB
-9.38%SPDR SERIES TRUST
Shares12.7K
Event2026-03-31
Filed2026-05-13
CRDO
27.15%CREDO TECHNOLOGY GROUP HOLDI
Shares12.2K
Event2026-03-31
Filed2026-05-13
MSFT
-6.77%MICROSOFT CORP
Shares2.8K
Event2026-03-31
Filed2026-05-13
FPE
1.73%FIRST TR EXCH TRADED FD III
Shares55.7K
Event2026-03-31
Filed2026-05-13
FYEE
13.96%FIDELITY GREENWOOD STREET TR
Shares35.2K
Event2026-03-31
Filed2026-05-13
REGL
-4.86%PROSHARES TR
Shares11.0K
Event2026-03-31
Filed2026-05-13
ED
-3.52%CONSOLIDATED EDISON INC
Shares7.9K
Event2026-03-31
Filed2026-05-13
GCOW
1.46%PACER FDS TR
Shares19.2K
Event2026-03-31
Filed2026-05-13
COWZ
0.66%PACER FDS TR
Shares13.9K
Event2026-03-31
Filed2026-05-13
SDVY
0.07%FIRST TR EXCHANGE TRADED FD
Shares21.4K
Event2026-03-31
Filed2026-05-13
JEPI
-8.59%J P MORGAN EXCHANGE TRADED F
Shares14.8K
Event2026-03-31
Filed2026-05-13
SPHQ
0.10%INVESCO EXCHANGE TRADED FD T
Shares11.1K
Event2026-03-31
Filed2026-05-13
BA
2.44%BOEING CO
Shares4.2K
Event2026-03-31
Filed2026-05-13
KKR & CO INC
-2.65%KKR & CO INC
Shares9.0K
Event2026-03-31
Filed2026-05-13
CARR
-6.47%CARRIER GLOBAL CORPORATION
Shares14.7K
Event2026-03-31
Filed2026-05-13
OCUL
NewOCULAR THERAPEUTIX INC
Shares97.6K
Event2026-03-31
Filed2026-05-13
DEM
-1.02%WISDOMTREE TR
Shares16.4K
Event2026-03-31
Filed2026-05-13
FTHF
NewFIRST TR EXCHANGE-TRADED FD
Shares21.2K
Event2026-03-31
Filed2026-05-13
ADBE
-23.12%ADOBE INC
Shares3.2K
Event2026-03-31
Filed2026-05-13
EMLP
-4.35%FIRST TR EXCHANGE-TRADED FD
Shares18.0K
Event2026-03-31
Filed2026-05-13
LLY
0.12%ELI LILLY & CO
Shares829
Event2026-03-31
Filed2026-05-13
INNOVATOR ETFS TRUST
0.00%INNOVATOR ETFS TRUST
Shares39.8K
Event2026-03-31
Filed2026-05-13
SHYG
-3.08%ISHARES TR
Shares17.7K
Event2026-03-31
Filed2026-05-13
VGT
-1.77%VANGUARD WORLD FD
Shares1.1K
Event2026-03-31
Filed2026-05-13
ISRG
1.68%INTUITIVE SURGICAL INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
HYMB
0.18%SPDR SERIES TRUST
Shares27.2K
Event2026-03-31
Filed2026-05-13
INNOVATOR ETFS TRUST
NewINNOVATOR ETFS TRUST
Shares35.1K
Event2026-03-31
Filed2026-05-13
CRM
-2.25%SALESFORCE INC
Shares3.4K
Event2026-03-31
Filed2026-05-13
WULF
-1.89%TERAWULF INC
Shares41.6K
Event2026-03-31
Filed2026-05-13
BN
7.67%BROOKFIELD CORP
Shares14.8K
Event2026-03-31
Filed2026-05-13
CIBR
0.07%FIRST TR EXCHANGE-TRADED FD
Shares9.4K
Event2026-03-31
Filed2026-05-13
VZ
0.78%VERIZON COMMUNICATIONS INC
Shares11.2K
Event2026-03-31
Filed2026-05-13
BROOKFIELD ASSET MANAGMT LTD
-0.47%BROOKFIELD ASSET MANAGMT LTD
Shares12.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
11.28%ALPHABET INC
Shares1.9K
Event2026-03-31
Filed2026-05-13
SPYV
-0.21%SPDR SERIES TRUST
Shares8.5K
Event2026-03-31
Filed2026-05-13
SLV
0.00%ISHARES SILVER TR
Shares6.9K
Event2026-03-31
Filed2026-05-13
TSLA
-0.50%TESLA INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
JPM
0.13%JPMORGAN CHASE & CO
Shares1.5K
Event2026-03-31
Filed2026-05-13
FCX
0.11%FREEPORT MCMORAN INC
Shares7.5K
Event2026-03-31
Filed2026-05-13
RAAX
56.42%VANECK ETF TRUST
Shares10.5K
Event2026-03-31
Filed2026-05-13
KWEB
-8.95%KRANESHARES TRUST
Shares14.5K
Event2026-03-31
Filed2026-05-13
HODL
17.81%VANECK BITCOIN ETF
Shares21.5K
Event2026-03-31
Filed2026-05-13
ICOW
0.41%PACER FDS TR
Shares9.6K
Event2026-03-31
Filed2026-05-13
XAR
1.59%SPDR SERIES TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-13
ABBV
0.11%ABBVIE INC
Shares1.8K
Event2026-03-31
Filed2026-05-13
AIR
NewAAR CORP
Shares3.6K
Event2026-03-31
Filed2026-05-13
OLN
-2.12%OLIN CORP
Shares12.4K
Event2026-03-31
Filed2026-05-13
TDIV
-2.37%FIRST TR EXCHANGE TRADED FD
Shares3.9K
Event2026-03-31
Filed2026-05-13
HII
0.10%HUNTINGTON INGALLS INDS INC
Shares957
Event2026-03-31
Filed2026-05-13
NLR
-3.59%VANECK ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-13
BAC
0.49%BANK AMERICA CORP
Shares7.2K
Event2026-03-31
Filed2026-05-13
SMDV
-14.47%PROSHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-13
TTMI
-2.07%TTM TECHNOLOGIES INC
Shares3.3K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
0.63%DUKE ENERGY CORP NEW
Shares2.4K
Event2026-03-31
Filed2026-05-13
EEM
0.00%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-13
HUBS
-12.67%HUBSPOT INC
Shares1.2K
Event2026-03-31
Filed2026-05-13
IAI
0.11%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-13
GS
0.00%GOLDMAN SACHS GROUP INC
Shares353
Event2026-03-31
Filed2026-05-13
ES
0.55%EVERSOURCE ENERGY
Shares4.2K
Event2026-03-31
Filed2026-05-13
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares608
Event2026-03-31
Filed2026-05-13
GEV
-3.46%GE VERNOVA INC
Shares307
Event2026-03-31
Filed2026-05-13
FJAN
0.00%FIRST TR EXCHNG TRADED FD VI
Shares5.3K
Event2026-03-31
Filed2026-05-13
JNJ
0.00%JOHNSON & JOHNSON
Shares1.1K
Event2026-03-31
Filed2026-05-13
SNOW
0.00%SNOWFLAKE INC
Shares1.6K
Event2026-03-31
Filed2026-05-13
XLV
0.27%SELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-05-13
OTIS
-19.80%OTIS WORLDWIDE CORP
Shares2.7K
Event2026-03-31
Filed2026-05-13
SPY
0.00%STATE STR SPDR S&P 500 ETF T
Shares319
Event2026-03-31
Filed2026-05-13
NI
-16.29%NISOURCE INC
Shares4.3K
Event2026-03-31
Filed2026-05-13
GSBD
-35.78%GOLDMAN SACHS BDC INC
Shares17.3K
Event2026-03-31
Filed2026-05-13
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