13F Filings History of KLR INVESTMENT ADVISORS, LLC

Latest 13F report
Q1 2024 - 23 Apr 2024
Value $
$136,995,525
Signature - Title
Steven Dean - Chief Compliance Officer
Location
Providence, RI
Summary
This page shows a list of all the recent 13F filings made by KLR INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KLR INVESTMENT ADVISORS, LLC reported 185 stock holdings with total value $136,995,525 as of Q1 2024. Top holdings included DCRE, OMFL, FTGC, AGGY, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 185 $136,995,525 +$18,226,636 -$23,281,425 -$5,054,789 DCRE, OMFL, FTGC, AGGY, MSFT 13F-HR 23 Apr 2024, 10:05
Q4 2023 181 $138,391,598 +$40,645,783 -$20,180,873 +$20,464,910 DCRE, OMFL, AGGY, URNM, MSFT 13F-HR 08 Feb 2024, 11:21
Q3 2023 170 $97,708,284 +$12,412,693 -$20,040,355 -$7,627,662 AGGY, IEF, FTGC, MSFT, EMBD 13F-HR 08 Nov 2023, 08:39
Q2 2023 178 $121,451,056 +$19,432,341 -$16,064,582 +$3,367,759 OMFL, AGGY, FTGC, MSFT, AAPL 13F-HR 08 Aug 2023, 16:46
Q1 2023 173 $113,753,743 +$14,543,618 -$27,395,174 -$12,851,556 AGGY, FTGC, IEF, MSFT, URNM 13F-HR 15 May 2023, 12:22
Q4 2022 171 $121,478,313 $0 $0 $0 IEF, SPHQ, AGGY, FTGC, EPS 13F-HR 15 May 2023, 16:29