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Kraematon Investment Advisors, Inc Top Holdings and 13F Report (2025)

About Kraematon Investment Advisors, Inc

Investment Activity

  • Kraematon Investment Advisors, Inc has $98.30 million in total holdings as of March 31, 2025.
  • Kraematon Investment Advisors, Inc owns shares of 91 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 3.93% of the portfolio was purchased this quarter.
  • About 5.17% of the portfolio was sold this quarter.
  • This quarter, Kraematon Investment Advisors, Inc has purchased 88 new stocks and bought additional shares in 31 stocks.
  • Kraematon Investment Advisors, Inc sold shares of 49 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

RTX
$5,348,824
Apple
$4,391,428

Largest New Holdings this Quarter

46120E602 - Intuitive Surgical
$409,093 Holding
G25457105 - Credo Technology Group
$389,150 Holding
33740F623 - FT Vest U.S. Equity Buffer ETF - January
$365,976 Holding
92204A702 - Vanguard Information Technology ETF
$351,243 Holding
92189K105 - VANECK BITCOIN ETF
$252,168 Holding

Largest Purchases this Quarter

Intuitive Surgical
826 shares (about $409.09K)
Credo Technology Group
9,690 shares (about $389.15K)
FT Vest U.S. Equity Buffer ETF - January
8,252 shares (about $365.98K)
Vanguard Information Technology ETF
648 shares (about $351.24K)
Amphenol
4,747 shares (about $311.36K)

Largest Sales this Quarter

Pacer US Small Cap Cash Cows ETF
19,397 shares (about $727.38K)
NVIDIA
2,497 shares (about $270.62K)
Olin
7,784 shares (about $188.68K)
KraneShares Global Carbon Strategy ETF
6,259 shares (about $176.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKraematon Investment Advisors, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
RTX Co. stock logo
RTX
RTX
$5,348,824$149,016 -2.7%40,3815.4%Aerospace
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$5,021,630$101,474 -2.0%45,0335.1%Business Services
Apple Inc. stock logo
AAPL
Apple
$4,391,428$2,221 0.1%19,7704.5%Computer and Technology
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$3,629,663$73,340 -2.0%58,6473.7%Finance
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$3,420,661$38,213 -1.1%76,7143.5%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$3,417,260$117,930 -3.3%127,5573.5%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,345,791$270,624 -7.5%30,8713.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,338,744$39,943 1.2%6,2693.4%Finance
Chord Energy Co. stock logo
CHRD
Chord Energy
$2,897,104$204,472 7.6%25,7022.9%Energy
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$2,467,591$76,099 -3.0%43,0942.5%Finance
FIRST TR EXCHNG TRADED FD VI
$2,435,014$48,041 -1.9%73,4952.5%FT VEST US EQT E
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$2,423,091$30,623 -1.2%60,5322.5%Energy
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$2,268,364$25,195 -1.1%5,4022.3%Medical
XSEP
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
$2,247,919$46,051 -2.0%58,1372.3%ETF
Columbia India Consumer ETF stock logo
INCO
Columbia India Consumer ETF
$2,130,471$39,945 1.9%35,7882.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,095,877$155,440 8.0%11,0162.1%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,880,543$112,281 -5.6%32,9111.9%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,746,731$5,115 0.3%15,7091.8%Finance
Adobe Inc. stock logo
ADBE
Adobe
$1,738,158$17,259 -1.0%4,5321.8%Computer and Technology
Alerian Energy Infrastructure ETF stock logo
ENFR
Alerian Energy Infrastructure ETF
$1,534,628$167,226 12.2%46,8301.6%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,503,980$181,102 13.7%39,8621.5%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,478,483$37,672 -2.5%13,0691.5%ETF
Amphenol Co. stock logo
APH
Amphenol
$1,404,116$311,363 28.5%21,4071.4%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,250,078$14,291 1.2%24,1421.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,139,355$6,382 0.6%3,0351.2%Computer and Technology
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$1,122,235$56,050 -4.8%23,5861.1%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$1,099,994$36,011 -3.2%17,3501.1%Computer and Technology
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$1,088,732$143,121 -11.6%14,2101.1%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$1,027,609$7,746 -0.7%8,8891.0%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$960,257$113,269 13.4%20,8891.0%ETF
PALANTIR TECHNOLOGIES INC
$946,040$8,693 0.9%11,2091.0%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$929,427$9,125 -1.0%3,4630.9%Computer and Technology
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$918,085$2,654 0.3%8,3020.9%Utilities
VanEck Rare Earth/Strategic Metals ETF stock logo
REMX
VanEck Rare Earth/Strategic Metals ETF
$911,953$117,127 -11.4%23,0700.9%ETF
ProShares S&P MidCap 400 Dividend Aristocrats ETF stock logo
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$902,658$52,182 -5.5%11,1920.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$870,167$80,082 -8.4%1,0540.9%Medical
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$860,735$19,349 2.3%48,9330.9%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$835,612$28,420 -3.3%15,2600.9%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$796,155$31,975 -3.9%18,7240.8%ETF
HubSpot, Inc. stock logo
HUBS
HubSpot
$780,382$10,855 -1.4%1,3660.8%Computer and Technology
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$774,857$727,382 -48.4%20,6630.8%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$770,865$147,265 23.6%23,0110.8%ETF
Pacer Global Cash Cows Dividend ETF stock logo
GCOW
Pacer Global Cash Cows Dividend ETF
$747,341$52,882 -6.6%20,2090.8%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$713,536$58,133 -7.5%28,2920.7%ETF
KraneShares Global Carbon Strategy ETF stock logo
KRBN
KraneShares Global Carbon Strategy ETF
$707,238$176,626 -20.0%25,0620.7%ETF
Goldman Sachs BDC, Inc. stock logo
GSBD
Goldman Sachs BDC
$702,015$78,922 -10.1%60,3620.7%Finance
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$685,169$266,217 -28.0%18,2760.7%ETF
The Boeing Company stock logo
BA
Boeing
$640,355$1,535 0.2%3,7550.7%Aerospace
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$637,174$39,312 6.6%10,1140.6%Manufacturing
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$635,810$82,329 14.9%9,5840.6%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$602,211$115,806 -16.1%13,2760.6%Computer and Technology
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$590,736$128,257 -17.8%16,9220.6%Manufacturing
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$520,898$1,066 0.2%10,7510.5%Finance
LyondellBasell Industries stock logo
LYB
LyondellBasell Industries
$514,130$7,040 -1.4%7,3030.5%Basic Materials
Olin Co. stock logo
OLN
Olin
$495,342$188,683 -27.6%20,4350.5%Basic Materials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$463,110$39,764 -7.9%9550.5%Medical
Brookfield Co. stock logo
BN
Brookfield
$442,402$105 0.0%8,4410.5%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$437,600$15,729 -3.5%8,5690.4%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$415,243$929 0.2%4,0240.4%Construction
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$409,093$409,093 New Holding8260.4%Medical
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$389,150$389,150 New Holding9,6900.4%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$384,730$419 0.1%1,8360.4%Medical
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$365,976$365,976 New Holding8,2520.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$364,632$736 -0.2%1,4860.4%Finance
ProShares Russell 2000 Dividend Growers ETF stock logo
SMDV
ProShares Russell 2000 Dividend Growers ETF
$352,115$13,119 -3.6%5,3680.4%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$351,243$351,243 New Holding6480.4%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$320,105$62,204 -16.3%8,4550.3%Basic Materials
Tesla, Inc. stock logo
TSLA
Tesla
$311,196$170,497 121.2%1,2010.3%Auto/Tires/Trucks
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$298,692$7,225 -2.4%9,5090.3%ETF
Bank of America Co. stock logo
BAC
Bank of America
$295,901$1,586 -0.5%7,0910.3%Finance
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$293,631$368 0.1%3,9890.3%Manufacturing
Duke Energy Co. stock logo
DUK
Duke Energy
$286,535$39,156 -12.0%2,3490.3%Utilities
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$274,462$31,856 -10.4%6,5220.3%Finance
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$266,872$23,274 -8.0%13,1980.3%Finance
VANECK BITCOIN ETF
$252,168$252,168 New Holding10,8180.3%SH BEN INT
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$250,239$438 0.2%1,7140.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$248,138$133 0.1%1,8710.3%Medical
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$237,471$161 0.1%1,4780.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$235,526$36,596 -13.4%5020.2%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$234,4860.0%5,3660.2%Finance
Amplify Online Retail ETF stock logo
IBUY
Amplify Online Retail ETF
$233,347$42,219 -15.3%3,8800.2%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$227,2790.0%1,5550.2%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$209,216$658 0.3%4,1320.2%ETF
GJAN
FT Vest U.S. Equity Moderate Buffer ETF - January
$204,7360.0%5,4350.2%ETF
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$204,040$204,040 New Holding1,0000.2%Aerospace
Altimmune, Inc. stock logo
ALT
Altimmune
$175,425$21,500 14.0%35,0850.2%Medical
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$158,340$12,992 8.9%19,5000.2%Computer and Technology
Wave Life Sciences Ltd. stock logo
WVE
Wave Life Sciences
$152,591$8,080 -5.0%18,8850.2%Medical
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$102,165$102,165 New Holding13,9000.1%Computer and Technology
Pixelworks, Inc. stock logo
PXLW
Pixelworks
$62,207$2,028 -3.2%99,2450.1%Computer and Technology
TeraWulf Inc. stock logo
WULF
TeraWulf
$42,315$42,315 New Holding15,5000.0%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$0$347,214 -100.0%00.0%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$0$242,730 -100.0%00.0%Consumer Discretionary
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$237,017 -100.0%00.0%Computer and Technology
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$0$212,562 -100.0%00.0%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$204,853 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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