CT

CAMELOT TECHNOLOGY ADVISORS, INC.

13F
CAMELOT TECHNOLOGY ADVISORS, INC.
Last update 2025-04-14 53 Stocks (0 new)
Value $111.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(29.12%)IEFA(5.89%)SPY(4.97%)PHYS(4.42%)XLI(4.37%)
Summary Stock Picks Current Portfolio
CAMELOT TECHNOLOGY ADVISORS, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
57,336
32,217.3
-0.48%
29.120
-0.15%
0.010
+6.09%
+4.48%
587,172.6
 
IEFA
iShares Core MSCI EAFE ETF
86,144
6,516.8
-0.35%
5.890
-0.02%
0.010
+6.35%
+17.98%
139,434.2
 
SPY
SPDR S&P 500 ETF Trust
9,824
5,495.3
+0.15%
4.970
+0.01%
0.000
+6.00%
+4.40%
615,497.6
 
PHYS
Sprott Physical Gold Trust
203,251
4,890.2
+2.57%
4.420
+0.11%
0.050
+8.64%
+26.12%
22,649.5
Asset Management
XLI
Industrial Select Sector SPDR
36,905
4,837.2
-0.16%
4.370
-0.01%
0.020
+7.76%
+10.33%
20,752.5
 
QQQ
INVESCO QQQ Trust
8,372
3,925.9
+4.74%
3.550
+0.16%
0.000
+10.08%
+6.41%
346,951.4
 
XLE
The Energy Select Sector SPDR Fund
41,762
3,902.7
+0.06%
3.530
0%
0.010
-8.66%
+0.19%
27,754.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
64,925
3,504.0
-0.90%
3.170
-0.03%
0.000
+9.13%
+15.28%
93,232.5
 
VEA
Vanguard FTSE Developed Markets ETF
64,765
3,292.0
+0.43%
2.980
+0.01%
0.000
+7.26%
+18.07%
152,850.0
 
IWC
iShares Micro-Cap ETF
22,988
2,549.6
-3.53%
2.300
-0.10%
0.320
+8.49%
-2.27%
817.7
 

CAMELOT TECHNOLOGY ADVISORS, INC.'s Historical Top Holdings Breakdowns

CAMELOT TECHNOLOGY ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Sold Out
Sold Out
-0.21%
●
237.55 ($260.02) 276.98
$279.76
7.59%
Sold Out
0
-900
IJS
iShares S&P Small-Cap 600 Value ETF
2025-03-31
Sold Out
Sold Out
-0.19%
●
96.3 ($105.5) 112.23
$98.36
-6.77%
Sold Out
0
-1,980
VB
Vanguard Small Cap ETF
2025-03-31
Sold Out
Sold Out
-0.19%
●
217.89 ($238.81) 252.64
$235.31
-1.47%
Sold Out
0
-869
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.16%
●
468.34 ($508.07) 539.52
$542.58
6.79%
Add 4.74%
8,372
379
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.15%
●
554.06 ($590.51) 615.85
$611.25
3.51%
Reduce -0.48%
57,336
-276
PHYS
Sprott Physical Gold Trust
2025-03-31
Add
Add
+0.11%
●
20.27 ($22.17) 24.06
$25.40
14.57%
Add 2.57%
203,251
5,102
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Add
Add
+0.10%
●
49.42 ($49.98) 50.43
$50.98
2.00%
Add 5.39%
45,231
2,314
IWC
iShares Micro-Cap ETF
2025-03-31
Reduce
Reduce
-0.10%
●
110.91 ($124.62) 133.46
$126.78
1.73%
Reduce -3.53%
22,988
-840
VBR
Vanguard Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.09%
●
182.99 ($197.54) 207.75
$193.47
-2.06%
Reduce -17.69%
2,327
-500
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.06%
●
81.83 ($82.24) 82.73
$82.69
0.55%
Reduce -3.48%
21,411
-772

CAMELOT TECHNOLOGY ADVISORS, INC. Total Holding History ($B)

To

CAMELOT TECHNOLOGY ADVISORS, INC.'s Asset Allocation

To

CAMELOT TECHNOLOGY ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CAMELOT TECHNOLOGY ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

CAMELOT TECHNOLOGY ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CAMELOT TECHNOLOGY ADVISORS, INC.'s Holdings Heat Map

Size field:

CAMELOT TECHNOLOGY ADVISORS, INC.'s Holdings Bubble Chart

CAMELOT TECHNOLOGY ADVISORS, INC. News

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