Basic Stats
| Current Positions | 0 |
Latest Holdings, Performance, AUM (from 13F, 13D)
Trellis Advisors, LLC has disclosed 0 total holdings in their latest SEC filings. Trellis Advisors, LLC’s top holdings are AbbVie Inc. (US:ABBV) , Alphabet Inc. (US:GOOG) , Amazon.com, Inc. (US:AMZN) , Berkshire Hathaway Inc. (US:BRK.B) , and The Coca-Cola Company (US:KO) .
Top Increases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|
Top Decreases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|---|---|---|---|
| 0.00 | 0.00 | -32.3783 | ||
| 0.00 | 0.00 | -7.6887 | ||
| 0.00 | 0.00 | -7.1888 | ||
| 0.00 | 0.00 | -5.1282 | ||
| 0.00 | 0.00 | -3.7840 | ||
| 0.00 | 0.00 | -2.9720 | ||
| 0.00 | 0.00 | -2.9464 | ||
| 0.00 | 0.00 | -2.1678 | ||
| 0.00 | 0.00 | -2.1389 | ||
| 0.00 | 0.00 | -1.9730 |
13F and Fund Filings
This form was filed on 2024-01-16 for the reporting period 2023-12-31. This investor has not disclosed securities that are counted in shares, so the shares-related columns in the table below are omitted. Click the link icon to see the full transaction history.
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