KRAEMATON INVESTMENT ADVISORS, INC

data from 30/09/2025

Capitalization

$ 116.862 M 10.24 %

Average holding period

10 ans

Performance

$ 11.791 M 16.61 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KRAEMATON INVESTMENT ADVISORS, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 RTX RTX CORPORATION 5.65% 6.600 M $ 39444 2021/12/31 848.351 K $ 14.59 %
2025/09/30 NVDA NVIDIA CORPORATION 5.05% 5.898 M $ 31613 2021/12/31 918.167 K $ 18.10 %
2025/09/30 GLDM WORLD GOLD TR 3.90% 4.558 M $ 59617 2022/06/30 647.099 K $ 16.68 %
2025/09/30 AAPL APPLE INC 3.89% 4.542 M $ 17840 2021/12/31 887.361 K $ 24.11 %
2025/09/30 CWST CASELLA WASTE SYS INC 3.03% 3.538 M $ 37292 2021/12/31 -769.426 K $ -17.77 %
2025/09/30 FALN ISHARES TR 2.99% 3.500 M $ 125988 2021/12/31 82.977 K $ 2.36 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.99% 3.494 M $ 6949 2021/12/31 115.379 K $ 3.49 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 2.98% 3.477 M $ 75190 2021/12/31 116.813 K $ 3.45 %
2025/09/30 IDXX IDEXX LABS INC 2.87% 3.349 M $ 5242 2021/12/31 537.567 K $ 19.12 %
2025/09/30 APH AMPHENOL CORP NEW 2.22% 2.597 M $ 20987 2021/12/31 528.100 K $ 25.32 %
2025/09/30 SLF SUN LIFE FINANCIAL INC. 2.20% 2.574 M $ 42873 2021/12/31 -274.628 K $ -9.66 %
2025/09/30 FIRST TR EXCHNG TRADED FD VI 2.11% 2.460 M $ 68270 2024/03/31 80.497 K $ 3.18 %
2025/09/30 CHRD CHORD ENERGY CORPORATION 2.08% 2.428 M $ 24433 2024/06/30 63.567 K $ 2.60 %
2025/09/30 AMZN AMAZON COM INC 2.07% 2.416 M $ 11004 2021/12/31 1.990 K $ 0.08 %
2025/09/30 PBA PEMBINA PIPELINE CORP 2.06% 2.409 M $ 59533 2021/12/31 174.834 K $ 7.86 %
2025/09/30 XSEP FIRST TR EXCHNG TRADED FD VI 1.92% 2.244 M $ 53948 2023/12/31 55.969 K $ 2.41 %
2025/09/30 INCO COLUMBIA ETF TR II 1.82% 2.125 M $ 32866 2024/03/31 -7.374 K $ -0.32 %
2025/09/30 GRID FIRST TR EXCHANGE TRADED FD 1.81% 2.118 M $ 14022 2021/12/31 155.923 K $ 8.67 %
2025/09/30 GDX VANECK ETF TRUST 1.73% 2.017 M $ 26397 2022/03/31 580.971 K $ 46.75 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.72% 2.006 M $ 10995 2024/03/31 509.819 K $ 33.82 %
2025/09/30 IDMO INVESCO EXCH TRADED FD TR II 1.66% 1.941 M $ 35958 2025/06/30 39.052 K $ 5.37 %
2025/09/30 PAVE GLOBAL X FDS 1.65% 1.933 M $ 40577 2021/12/31 161.947 K $ 9.29 %
2025/09/30 ARKK ARK ETF TR 1.61% 1.878 M $ 21766 2021/12/31 348.473 K $ 22.78 %
2025/09/30 GSEP FIRST TR EXCHNG TRADED FD VI 1.59% 1.853 M $ 48670 2025/09/30 0.000 $ 0.00 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 1.58% 1.849 M $ 32385 2021/12/31 8.063 K $ 0.44 %
2025/09/30 AFL AFLAC INC 1.49% 1.743 M $ 15605 2021/12/31 97.861 K $ 5.92 %
2025/09/30 ENFR ALPS ETF TR 1.41% 1.651 M $ 50952 2022/03/31 7.960 K $ 0.53 %
2025/09/30 MSFT MICROSOFT CORP 1.33% 1.558 M $ 3009 2021/12/31 61.784 K $ 4.13 %
2025/09/30 ADBE ADOBE INC 1.32% 1.539 M $ 4362 2021/12/31 -152.800 K $ -8.82 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 1.22% 1.425 M $ 24765 2022/12/31 75.703 K $ 5.74 %
2025/09/30 CRDO CREDO TECHNOLOGY GROUP HOLDI 1.15% 1.340 M $ 9205 2025/03/31 501.834 K $ 57.26 %
2025/09/30 CWB SPDR SERIES TRUST 1.03% 1.207 M $ 13338 2021/12/31 108.803 K $ 9.48 %
2025/09/30 REMX VANECK ETF TRUST 1.02% 1.189 M $ 18062 2021/12/31 456.869 K $ 62.20 %
2025/09/30 KKR KKR & CO INC 0.98% 1.148 M $ 8833 2021/12/31 -26.552 K $ -2.32 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.83% 970.637 K $ 16259 2021/12/31 -220.224 K $ -18.43 %
2025/09/30 REGL PROSHARES TR 0.80% 936.349 K $ 10972 2021/12/31 41.507 K $ 4.66 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.74% 864.413 K $ 22736 2024/09/30 62.485 K $ 7.77 %
2025/09/30 HUBS HUBSPOT INC 0.73% 857.477 K $ 1833 2024/06/30 -151.899 K $ -15.96 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.71% 826.187 K $ 8219 2021/12/31 1.392 K $ 0.17 %
2025/09/30 CRM SALESFORCE INC 0.70% 821.963 K $ 3468 2021/12/31 -123.701 K $ -13.09 %
2025/09/30 SHYG ISHARES TR 0.70% 814.953 K $ 18821 2022/09/30 3.024 K $ 0.37 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.68% 796.261 K $ 10865 2024/09/30 22.035 K $ 2.85 %
2025/09/30 COWZ PACER FDS TR 0.68% 794.028 K $ 13816 2023/12/31 35.666 K $ 4.30 %
2025/09/30 GCOW PACER FDS TR 0.66% 767.950 K $ 19383 2023/12/31 31.886 K $ 4.35 %
2025/09/30 FPE FIRST TR EXCH TRADED FD III 0.66% 766.248 K $ 42009 2022/09/30 19.034 K $ 2.47 %
2025/09/30 DEM WISDOMTREE TR 0.65% 759.564 K $ 16516 2024/12/31 6.862 K $ 1.55 %
2025/09/30 BA BOEING CO 0.64% 745.616 K $ 3455 2021/12/31 23.656 K $ 3.01 %
2025/09/30 CIBR FIRST TR EXCHANGE TRADED FD 0.61% 717.063 K $ 9434 2022/03/31 4.273 K $ 0.57 %
2025/09/30 BAM BROOKFIELD ASSET MANAGMT LTD 0.58% 674.111 K $ 11839 2022/12/31 17.881 K $ 3.00 %
2025/09/30 HYMB SPDR SERIES TRUST 0.58% 674.070 K $ 27039 2022/12/31 4.044 K $ 0.61 %
2025/09/30 EMLP FIRST TR EXCHANGE-TRADED FD 0.57% 669.004 K $ 17472 2021/12/31 13.577 K $ 2.08 %
2025/09/30 KWEB KRANESHARES TRUST 0.57% 663.243 K $ 15788 2024/12/31 122.019 K $ 22.37 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.53% 621.650 K $ 1390 2025/03/31 -78.482 K $ -17.70 %
2025/09/30 LLY ELI LILLY & CO 0.52% 610.558 K $ 800 2023/12/31 -15.091 K $ -2.12 %
2025/09/30 QTUM ETF SER SOLUTIONS 0.51% 599.200 K $ 5712 2025/09/30 0.000 $ 0.00 %
2025/09/30 VGT VANGUARD WORLD FD 0.51% 597.516 K $ 800 2025/03/31 49.343 K $ 12.57 %
2025/09/30 BN BROOKFIELD CORP 0.50% 579.187 K $ 8445 2022/12/31 -136.185 K $ -26.08 %
2025/09/30 TSLA TESLA INC 0.46% 534.014 K $ 1201 2024/12/31 152.599 K $ 40.01 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.45% 522.654 K $ 11892 2021/12/31 8.356 K $ 1.57 %
2025/09/30 GSBD GOLDMAN SACHS BDC INC 0.42% 488.156 K $ 48000 2021/12/31 -66.237 K $ -9.60 %
2025/09/30 HODL VANECK BITCOIN ETF 0.42% 486.618 K $ 15033 2025/03/31 22.349 K $ 6.24 %
2025/09/30 SPYV SPDR SERIES TRUST 0.41% 476.159 K $ 8606 2021/12/31 25.678 K $ 5.71 %
2025/09/30 WULF TERAWULF INC 0.41% 473.930 K $ 41500 2025/03/31 109.120 K $ 160.73 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.40% 473.234 K $ 1500 2021/12/31 38.126 K $ 8.80 %
2025/09/30 ABBV ABBVIE INC 0.36% 426.417 K $ 1842 2021/12/31 84.446 K $ 24.74 %
2025/09/30 TDIV FIRST TR EXCHANGE TRADED FD 0.34% 394.178 K $ 3998 2022/12/31 33.629 K $ 9.34 %
2025/09/30 XAR SPDR SERIES TRUST 0.32% 371.181 K $ 1580 2021/12/31 34.300 K $ 11.39 %
2025/09/30 BAC BANK AMERICA CORP 0.32% 369.206 K $ 7157 2021/12/31 30.419 K $ 9.02 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.30% 355.726 K $ 3891 2021/12/31 -30.618 K $ -7.67 %
2025/09/30 OLN OLIN CORP 0.30% 354.622 K $ 14191 2021/12/31 74.705 K $ 24.39 %
2025/09/30 CALF PACER FDS TR 0.30% 350.906 K $ 8015 2023/12/31 36.420 K $ 9.95 %
2025/09/30 SNOW SNOWFLAKE INC 0.30% 350.730 K $ 1555 2022/12/31 2.767 K $ 0.80 %
2025/09/30 SMDV PROSHARES TR 0.30% 349.861 K $ 5250 2021/12/31 8.250 K $ 2.43 %
2025/09/30 ICOW PACER FDS TR 0.30% 347.612 K $ 9545 2023/12/31 22.776 K $ 7.02 %
2025/09/30 FJAN FIRST TR EXCHNG TRADED FD VI 0.28% 328.615 K $ 6552 2025/03/31 17.035 K $ 5.47 %
2025/09/30 ARKF ARK ETF TR 0.25% 297.501 K $ 5238 2025/09/30 0.000 $ 0.00 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.25% 294.767 K $ 2382 2021/12/31 13.604 K $ 4.87 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.25% 293.438 K $ 7482 2021/12/31 -30.851 K $ -9.53 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.25% 292.794 K $ 748 2024/03/31 -50.935 K $ -12.03 %
2025/09/30 EEM ISHARES TR 0.25% 288.778 K $ 5408 2021/12/31 27.905 K $ 10.70 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.24% 281.589 K $ 5742 2021/12/31 -52.038 K $ -15.24 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.24% 274.687 K $ 954 2025/03/31 44.220 K $ 19.23 %
2025/09/30 NLR VANECK ETF TRUST 0.23% 264.518 K $ 1950 2025/09/30 0.000 $ 0.00 %
2025/09/30 IBUY AMPLIFY ETF TR 0.23% 264.292 K $ 3470 2021/12/31 25.025 K $ 10.34 %
2025/09/30 ABT ABBOTT LABS 0.21% 250.674 K $ 1872 2021/12/31 -3.872 K $ -1.52 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.21% 250.321 K $ 314 2025/06/30 27.820 K $ 12.51 %
2025/09/30 DOC HEALTHPEAK PROPERTIES INC 0.21% 239.811 K $ 12523 2024/03/31 20.539 K $ 9.37 %
2025/09/30 GOOGL ALPHABET INC 0.20% 235.759 K $ 970 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.19% 222.174 K $ 1596 2022/12/31 7.437 K $ 3.25 %
2025/09/30 ES EVERSOURCE ENERGY 0.19% 219.725 K $ 3089 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.18% 212.277 K $ 319 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.18% 210.937 K $ 4158 2022/03/31 207.000 $ 0.10 %
2025/09/30 VRIG INVESCO ACTIVELY MANAGED EXC 0.18% 209.282 K $ 8338 2025/09/30 0.000 $ 0.00 %
2025/09/30 SOUN SOUNDHOUND AI INC 0.18% 208.236 K $ 12950 2024/12/31 93.357 K $ 49.86 %
2025/09/30 QCOM QUALCOMM INC 0.18% 206.821 K $ 1243 2025/09/30 0.000 $ 0.00 %
2025/09/30 NI NISOURCE INC 0.17% 203.019 K $ 4689 2025/09/30 0.000 $ 0.00 %
2025/09/30 MOAT VANECK ETF TRUST 0.17% 200.178 K $ 2020 2025/09/30 0.000 $ 0.00 %
2025/09/30 WVE WAVE LIFE SCIENCES LTD 0.08% 98.454 K $ 13450 2023/12/31 15.875 K $ 12.62 %
2025/09/30 HIMX HIMAX TECHNOLOGIES INC 0.08% 90.966 K $ 10302 2025/03/31 -1.389 K $ -1.12 %
2025/09/30 ALT ALTIMMUNE INC 0.06% 65.730 K $ 17435 2024/12/31 -3.358 K $ -2.58 %