CAMELOT TECHNOLOGY ADVISORS, INC.
Q1 2025 13F Holdings
- Locationsan francisco, CA
- Num holdings
53
- Value ($000)
$110,629
- Date Filed04/14/2025
- Form type13F-HR
- CIK0002021818
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $32.22M | 29 % | 57,336 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.52M | 6 % | 86,144 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.50M | 5 % | 9,824 | ||
PHYS/U SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | $4.89M | 4 % | 203,251 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $4.84M | 4 % | 36,905 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.93M | 4 % | 8,372 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $3.90M | 4 % | 41,762 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $3.50M | 3 % | 64,925 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.29M | 3 % | 64,765 | ||
IWC ISHARES TR | MICRO-CAP ETF | 464288869 | $2.55M | 2 % | 22,988 |
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