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

Quick Takeaways

KLR INVESTMENT ADVISORS, LLC reports institutional holdings through Form 13F filings.
Latest reported quarter: Q1 2024.
Latest reported holdings value: $136,995,525.

This gives a plain-language read of holdings direction before you open full quarter tables.
Use the filing links below to verify the exact SEC source document.

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

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