Catherine Avery Investment Management LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Catherine Avery - Managing Member
Location
Longboat Key, FL
Holdings as of
31 Dec 2024
Value $
$107,283,912
Num holdings
175
Filing time
05 Jan 2026, 13:05:06 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AVGO, IBM, CSCO, C, and JPM.
Next filing
Q1 2025 - 05 Jan 2026
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Catherine Avery Managing Member Longboat Key, Florida 05 Jan 2025