LH

Little Harbor Advisors, LLC

13F
Little Harbor Advisors, LLC
Last update 2024-12-03 7 Stocks (0 new)
Value $161.00 Mil Turnover 2 %
Countries:
Top Holdings: SPY(73.28%)QQQ(5.70%)SJNK(4.33%)BKLN(4.28%)SRLN(4.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
Little Harbor Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
205,493
117900.000
-0.61%
73.280
-0.45%
0.020
-0.03%
-0.66%
615248.912
 
QQQ 		INVESCO QQQ Trust
18,787
9170.000
+7.53%
5.700
+0.40%
0.000
+1.69%
-1.20%
314058.744
 
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF
270,633
6970.000
+8.00%
4.330
+0.32%
0.140
+0.68%
+0.04%
4806.978
 
BKLN 		Invesco Senior Loan ETF
327,510
6880.000
+8.00%
4.280
+0.32%
0.080
+1.80%
+0.14%
9480.230
 
SRLN 		SPDR Blackstone Senior Loan ETF
164,268
6860.000
+8.00%
4.260
+0.32%
0.090
+1.94%
+0.26%
8225.744
 
FTSL 		First Trust Senior Loan Fund
143,155
6570.000
+8.00%
4.080
+0.30%
0.300
+2.05%
+0.16%
2299.455
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
150,541
6540.000
+8.00%
4.060
+0.30%
0.100
+0.76%
+0.09%
6213.867
 
SVIX 		1x Short VIX Futures ETF
0
0.000
Sold Out
0.000
-1.94%
0.000
-4.55%
-4.81%
220.007
 

Little Harbor Advisors, LLC's Historical Top Holdings Breakdowns

Little Harbor Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2023-03-31Reduce
-24.00%
●
377.94 ($397.73) 415.2
$582.17
46.37%
Reduce -24.67%
235,649
-77,182
SPY 		S&P 500 ETF TRUST ETF2023-06-30Reduce
-5.92%
●
402.86 ($418.22) 443.28
$582.17
39.20%
Reduce -6.17%
221,113
-14,536
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-12-31Sold Out
-5.13%
●
74.49 ($75.76) 77.37
$77.78
2.67%
Sold Out
0
-84,303
BKLN 		Invesco Senior Loan ETF2023-06-30New Buy
+5.04%
●
20.19 ($20.41) 20.87
$21.13
3.54%
New holding
309,315
309,315
SRLN 		SPDR Blackstone Senior Loan ETF2023-06-30New Buy
+5.03%
●
40.06 ($40.45) 41.29
$41.88
3.53%
New holding
155,142
155,142
FTSL 		First Trust Senior Loan Fund2023-09-30New Buy
+5.00%
●
45.24 ($45.63) 46.08
$46.31
1.50%
New holding
135,202
135,202
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2023-06-30New Buy
+4.98%
●
23.88 ($24.11) 24.41
$25.33
5.07%
New holding
260,814
260,814
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-06-30New Buy
+4.94%
●
74.99 ($75.41) 75.91
$77.78
3.14%
New holding
84,303
84,303
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2023-12-31New Buy
+4.32%
●
40.19 ($41.24) 42.48
$42.60
3.29%
New holding
142,180
142,180
SPY 		S&P 500 ETF TRUST ETF2023-09-30Reduce
-4.16%
●
425.88 ($444.77) 457.79
$582.17
30.89%
Reduce -5.48%
209,002
-12,111

Little Harbor Advisors, LLC Total Holding History ($B)

To

Little Harbor Advisors, LLC's Asset Allocation

To

Little Harbor Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Little Harbor Advisors, LLC's Hypothetical Growth since 2024-09-30

Little Harbor Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Little Harbor Advisors, LLC's Holdings Heat Map

Size field:

Little Harbor Advisors, LLC's Holdings Bubble Chart

Little Harbor Advisors, LLC News

  • 1

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