StockDriftsStockDriftsTop 13 Tri-Star Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.59% | 1.3K | $566K | +0.00%(+0) | — | 2023-09-30 | |
| SPTS | SPDR SER TR | 8.72% | 17.9K | $515K | +0.00%(+0) | — | 2023-09-30 | |
| VGSH | VANGUARD SCOTTS | 8.71% | 8.9K | $514K | +0.00%(+0) | — | 2023-09-30 | |
| IGSB | ISHARES TR | 8.39% | 9.9K | $495K | +0.00%(+0) | — | 2023-09-30 | |
| GNMA | ISHARES TR | 8.02% | 11.3K | $473K | +0.00%(+0) | — | 2023-09-30 | |
| VGIT | VANGUARD SCOTTS | 7.68% | 7.9K | $453K | +0.00%(+0) | — | 2023-09-30 | |
| VCIT | VANGUARD SCOTTS | 7.45% | 5.8K | $440K | +0.00%(+0) | — | 2023-09-30 | |
| SPMB | SPDR SERIES TRU | 7.33% | 20.8K | $433K | +0.00%(+0) | — | 2023-09-30 | |
| MBB | ISHARES TR | 7.33% | 4.9K | $433K | +0.00%(+0) | — | 2023-09-30 | |
| IGIB | ISHARES TR | 6.63% | 8.0K | $392K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Tri-Star Advisors Inc. reports $5.90M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.6%), SPTS (8.7%) and VGSH (8.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tri-Star Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1821289). View Tri-Star Advisors Inc.’s 13F filings on SEC