Quick Takeaways
- CacheTech Inc. reported 13f combination report, stock holdings for Q4 2024.
- Reported holdings value: $533,355,134.
- 125 holdings are listed in this filing snapshot.
CacheTech Inc.
Q4 2024 13F Combination Report, Stock Holdings
- Signature - Title
- Chris Marks - Compliance Consultant
- Location
- Logan, UT
- Holdings as of
- 31 Dec 2024
- Value $
- $533,355,134
- Num holdings
- 125
- Filing time
- 13 Feb 2025, 16:28:32 UTC
- Form type
- 13F-HR
- Description
- A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included SCHX, SSO, SPUU, IVV, and CLOA.
- Previous filing
- Q3 2024 - 28 Oct 2024
- Next filing
- Q1 2025 - 13 May 2025
- SEC
- View on sec.gov
CacheTech Inc. Q4 2024 Portfolio
Quoteable Key Fact
"CacheTech Inc. reported $533,355,134 across 125 holdings in Q4 2024."
What Changed
- Previous comparable filing: Q3 2024.
- Value moved from $466,030,428 to $533,355,134.
Why This Matters
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2024 Q4 compared to 2024 Q3 by default. Changes are calculated vs the previous SEC filing.
* 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.
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 |
|---|---|---|---|
| Chris Marks | Compliance Consultant | Broomfield, Colorado | 13 Feb 2025 |
List of Other Managers Reporting for CacheTech Inc.:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Adams Wealth Management | $468,685,384 | Logan, UT | 028-19910 |