SEC 13F Intelligence

Managers / Q1 2024 · view latest →

ACUTE INVESTMENT ADVISORY, LLC

CIK 0001944780 · 4856 EAST BASELINE ROAD, SUITE 104, MESA, AZ, 85206 · 480-620-6907

Reported Value
$149M
Q1 2024
Positions
10
Filings on Record
18
2022–present window
Filed
Apr 25, 2024
original filing

Summary

Acute Investment Advisory, LLC reported $149M in U.S.-listed holdings across 10 positions for Q1 2024.

The portfolio is heavily concentrated: TFLO alone accounts for 78.4% of reported value.

Compared with Q4 2023, the fund opened 0 new positions and exited 3.

Portfolio Metrics

Turnover
+3.5%
vs prior filed quarter
Largest Position
+78.4%
Ishares Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $129MQ2 ’22Q3 ’22: $139MQ4 ’22: $147MQ4 ’22Q1 ’23: $153MQ2 ’23: $166MQ2 ’23Q3 ’23: $166MQ4 ’23: $169MQ4 ’23Q1 ’24: $149MQ2 ’24: $175MQ2 ’24Q3 ’24: $174MQ4 ’24: $91MQ4 ’24Q1 ’25: $20MQ2 ’25: $12MQ2 ’25Q3 ’25: $12MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com

Portfolio Composition

By security type
ETP: 99.1%Common Stock: 0.9%
  • ETP · 99.1% · $148M
  • Common Stock · 0.9% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DIREXION SHS ETF TRSOLD OUT566.0K0$8M$0
RWMPROSHARES TRSOLD OUT278.8K0$6M$0
MSFTMICROSOFT CORPSOLD OUT1.4K0$540,369$0
PROSHARES TRTRIMMED1.15M11.1K$11M$97,236
AAPLAPPLE INCTRIMMED3.4K1.7K$682,635$284,828
COSTCOSTCO WHSL CORP NEWTRIMMED108407$41,501$298,180
BACBANK AMERICA CORPTRIMMED1.1K7.1K$5,868$269,384
GBILGOLDMAN SACHS ETF TRHELD+7.9K186.1K+$1M$19M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2024

8 positions (from 10 filing rows — )
#IssuerClass% PortfolioValueShares
1TFLOISHARES TRTRS FLT RT BD · BLACKROCK ULTRA · SHORT TREAS BD78.43%$117M2.18M
2GBILGOLDMAN SACHS ETF TRhistory →ACCES TREASURY12.59%$19M186.1K
3FLDRFIDELITY MERRIMACK STR TRhistory →LOW DURTIN ETF8.06%$12M240.6K
4CSXCSX CORPCOM0.28%$420,26311.3K
5COSTCOSTCO WHSL CORP NEWCOM0.20%$298,180407
6AAPLAPPLE INCCOM0.19%$284,8281.7K
7BACBANK AMERICA CORPCOM0.18%$269,3847.1K
8PROSHARES TRSHORT QQQ NEW0.07%$97,23611.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9M18Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$10M15Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$12M17Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$12M17Jul 22, 202513F-HRchanges · EDGAR ↗
Q1 2025$20M17Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$91M17Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$174M15Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$175M14Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$149M10Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$169M13Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$166M13Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$166M14Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$153M13Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$147M19Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$139M27Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$129M27Aug 31, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.