Kraematon Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Kraematon Investment Advisors, Inc. reported 88 stock positions worth $101.1 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Casella Waste Systems Class A (CWST, 4.8%) and RTX (RTX, 4.7%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 37 and reduced 42. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale Chord Energy (CHRD, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001910852
- Portfolio Value
- $101.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000028 ↗ filed Jan 15, 2025
Holdings Value
Holdings 88 stocks · $101.1M
| AAPL Apple Inc. | 4.89% | 19,760 | $4.9M | Reduce -2.0% |
| CWST Casella Waste Systems Inc. Class A | 4.81% | 45,943 | $4.9M | Reduce -1.5% |
| RTX RTX Corp. | 4.75% | 41,506 | $4.8M | Add +0.2% |
| NVDA Nvidia Corp. | 4.43% | 33,368 | $4.5M | Add +7.8% |
| FALN iShares Fallen Angels ETF | 3.48% | 131,959 | $3.5M | Reduce -2.4% |
| FVD First Trust Value Line DVD | 3.35% | 77,571 | $3.4M | Reduce -1.2% |
| GLDM SPDR Gold Minishares Trust | 3.08% | 59,832 | $3.1M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.78% | 6,194 | $2.8M | Reduce -0.6% |
| CHRD Chord Energy Corp. | 2.76% | 23,888 | $2.8M | Reduce -9.2% |
| SLF Sun Life Financial Inc. | 2.61% | 44,423 | $2.6M | Add +0.4% |
| XJAN FT Vest Enh Mod Buff - Jan | 2.50% | 74,945 | $2.5M | Reduce -0.3% |
| XSEP FT Vest U.S. Equity Enhance | 2.28% | 59,328 | $2.3M | Reduce -0.6% |
| PBA Pembina Pipeline Corp. | 2.24% | 61,297 | $2.3M | Reduce -0.7% |
| INCO Columbia India Consumer ETF | 2.24% | 35,117 | $2.3M | Add +8.3% |
| IDXX Idexx Laboratories Inc. | 2.23% | 5,462 | $2.3M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 2.21% | 10,199 | $2.2M | Add +5.4% |
| ADBE Adobe Inc. | 2.01% | 4,577 | $2.0M | Add +2.9% |
| JEPI JPMorgan Equity Premium Inco | 1.98% | 34,876 | $2.0M | Reduce -1.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.74% | 40,060 | $1.8M | Add +1.5% |
| AFL Aflac Inc. | 1.60% | 15,663 | $1.6M | Add +0.3% |
| GRID First TRST Nasd Class Edg Sgiif | 1.58% | 13,402 | $1.6M | Reduce -0.5% |
| PAVE Global X US Infrastructure | 1.40% | 35,062 | $1.4M | Add +10.0% |
| ARKK ARK Innovation ETF | 1.39% | 24,764 | $1.4M | Reduce -9.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.33% | 23,866 | $1.3M | Add +12.3% |
| KKR KKR & Co. Inc. | 1.31% | 8,956 | $1.3M | Reduce -0.3% |
| ENFR Alerian Energy Infrastructur | 1.29% | 41,727 | $1.3M | Add +0.4% |
| MSFT Microsoft Corp. | 1.26% | 3,018 | $1.3M | Add +5.6% |
| CWB SS SPDR BB Conv Sec ETF | 1.24% | 16,078 | $1.3M | Reduce -14.7% |
| CARR Carrier Global Corp. | 1.21% | 17,918 | $1.2M | Reduce -1.1% |
| CRM Salesforce Inc. | 1.16% | 3,497 | $1.2M | Reduce -3.2% |
| APH Amphenol Corp. Class A | 1.14% | 16,660 | $1.2M | Reduce -0.3% |
| REMX Vaneck Rar Earth ND STG-Usdi | 1.00% | 26,033 | $1.0M | Reduce -8.1% |
| HUBS HubSpot Inc. | 0.95% | 1,385 | $965K | Reduce -3.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.94% | 11,839 | $955K | Add +0.6% |
| OLN Olin Corp. | 0.94% | 28,219 | $954K | Reduce -4.0% |
| KRBN KS Global Carbon Stratgy ETF | 0.91% | 31,321 | $918K | Reduce -2.4% |
| EMLP First Trust North American E | 0.89% | 25,377 | $905K | Reduce -2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.88% | 15,779 | $891K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.88% | 1,151 | $889K | Add +0.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.84% | 47,833 | $847K | Add +34.2% |
| PLTR Palantir Technologies Inc. Class A | 0.83% | 11,106 | $840K | Reduce -40.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.82% | 19,476 | $830K | Reduce -3.6% |
| GSBD Goldman Sachs BDC Inc. | 0.80% | 67,148 | $812K | Reduce -26.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.77% | 30,597 | $783K | Reduce -1.6% |
| ED Consolidated Edison Inc. | 0.73% | 8,278 | $739K | Add +0.3% |
| GCOW Pacer Global Cash Cows Divid | 0.72% | 21,639 | $730K | Reduce -0.6% |
| SDVY First Trust Smid Cap Rising | 0.66% | 18,615 | $667K | Add +48.4% |
| BA The Boeing Co. | 0.66% | 3,746 | $663K | No change |
| VZ Verizon Communications Inc. | 0.63% | 15,829 | $633K | Reduce -4.4% |
| GDX Vaneck Gold Miners ETF | 0.62% | 18,425 | $625K | Add +42.9% |
| KWEB Kranesh Csi China Internet | 0.60% | 20,596 | $602K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.60% | 9,490 | $602K | Reduce -2.6% |
| BAM Brookfield Asset Mgmt-A | 0.57% | 10,729 | $581K | Add +0.2% |
| SPHQ Invesco S&P 500 Quality ETF | 0.55% | 8,343 | $559K | Add +18.9% |
| LYB Lyondellbasell Indu Class A | 0.54% | 7,403 | $550K | Reduce -8.1% |
| BN Brookfield Corp. | 0.48% | 8,439 | $485K | Add +0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.45% | 8,877 | $454K | Add +0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.41% | 1,037 | $418K | Reduce -6.7% |
| FCX Freeport-McMoran Inc. | 0.38% | 10,098 | $385K | Reduce -0.9% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.37% | 5,568 | $377K | Reduce -7.0% |
| OTIS Otis Worldwide Corp. | 0.37% | 4,015 | $372K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.35% | 1,489 | $357K | Add +0.5% |
| SOUN Soundhound AI Inc. Class A | 0.35% | 17,900 | $355K | New |
| SOXX iShares Semiconductor ETF | 0.34% | 1,611 | $347K | Reduce -28.1% |
| ABBV Abbvie Inc. | 0.32% | 1,834 | $326K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 7,129 | $313K | Reduce -2.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.31% | 3,984 | $313K | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 580 | $296K | Reduce -5.5% |
| IBUY Amplify Online Retail ETF | 0.29% | 4,582 | $296K | Reduce -22.6% |
| DEM Wisdomtree Emerging Markets | 0.29% | 7,279 | $295K | New |
| DOC Healthpeak Properties Inc. | 0.29% | 14,349 | $291K | Reduce -8.0% |
| DUK Duke Energy Corp. | 0.28% | 2,670 | $288K | Add +0.8% |
| ICOW Pacer Developed Markets Inte | 0.28% | 9,739 | $284K | Add +0.1% |
| WVE Wave Life Sciences Ltd. | 0.24% | 19,885 | $246K | Add +24.3% |
| XAR SS SPDR S&P Aerospace Def | 0.24% | 1,477 | $245K | Add +0.1% |
| DKNG Draftkings Inc. Class A | 0.24% | 6,525 | $243K | Reduce -6.9% |
| SNOW Snowflake Inc. | 0.24% | 1,555 | $240K | New |
| QCOM Qualcomm Inc. | 0.23% | 1,543 | $237K | Add +0.2% |
| XLV SS Health Care Select Sector | 0.23% | 1,711 | $235K | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.22% | 5,366 | $224K | Add +1.4% |
| ALT Altimmune Inc. | 0.22% | 30,785 | $222K | New |
| TSLA Tesla Inc. | 0.22% | 543 | $219K | New |
| STZ Constellation Brands Inc. Class A | 0.21% | 962 | $213K | Reduce -11.3% |
| ABT Abbott Laboratories | 0.21% | 1,870 | $212K | No change |
| GJAN FT Vest US Equity Moderate B | 0.21% | 5,435 | $210K | No change |
| JPST JPMorgan Ultra-Short Income | 0.21% | 4,119 | $207K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 350 | $205K | Add +0.3% |
| PXLW Pixelworks Inc. | 0.07% | 102,480 | $75K | Reduce -10.5% |
Portfolio Sells Q3 2024 → Q4 2024
| CHRD Chord Energy Corp. | Reduce -9.2% | 2.76% | −0.60 |
| IDXX Idexx Laboratories Inc. | Reduce -2.0% | 2.23% | −0.53 |
| OLN Olin Corp. | Reduce -4.0% | 0.94% | −0.44 |
| GSBD Goldman Sachs BDC Inc. | Reduce -26.7% | 0.80% | −0.43 |
| REMX Vaneck Rar Earth ND STG-Usdi | Reduce -8.1% | 1.00% | −0.28 |
| PBA Pembina Pipeline Corp. | Reduce -0.7% | 2.24% | −0.26 |
| ES Eversource Energy | Sold out | 0.00% | −0.25 |
| CARR Carrier Global Corp. | Reduce -1.1% | 1.21% | −0.22 |
| LYB Lyondellbasell Indu Class A | Reduce -8.1% | 0.54% | −0.21 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.20 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -14.7% | 1.24% | −0.18 |
| SOXX iShares Semiconductor ETF | Reduce -28.1% | 0.34% | −0.16 |
| FVD First Trust Value Line DVD | Reduce -1.2% | 3.35% | −0.16 |
| FALN iShares Fallen Angels ETF | Reduce -2.4% | 3.48% | −0.14 |
| FCX Freeport-McMoran Inc. | Reduce -0.9% | 0.38% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -4.4% | 0.63% | −0.10 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -0.5% | 1.58% | −0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.7% | 0.41% | −0.09 |
| KRBN KS Global Carbon Stratgy ETF | Reduce -2.4% | 0.91% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.7% | 1.98% | −0.09 |
| STZ Constellation Brands Inc. Class A | Reduce -11.3% | 0.21% | −0.06 |
| DOC Healthpeak Properties Inc. | Reduce -8.0% | 0.29% | −0.06 |
| IBUY Amplify Online Retail ETF | Reduce -22.6% | 0.29% | −0.06 |
| GCOW Pacer Global Cash Cows Divid | Reduce -0.6% | 0.72% | −0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -3.6% | 0.82% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 2.78% | −0.04 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -7.0% | 0.37% | −0.03 |
| DKNG Draftkings Inc. Class A | Reduce -6.9% | 0.24% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -1.6% | 0.77% | −0.03 |
| PXLW Pixelworks Inc. | Reduce -10.5% | 0.07% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.5% | 0.29% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.3% | 0.31% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -2.6% | 0.60% | +0.03 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -0.6% | 2.28% | +0.04 |
| EMLP First Trust North American E | Reduce -2.4% | 0.89% | +0.04 |
| XJAN FT Vest Enh Mod Buff - Jan | Reduce -0.3% | 2.50% | +0.05 |
| APH Amphenol Corp. Class A | Reduce -0.3% | 1.14% | +0.08 |
| ARKK ARK Innovation ETF | Reduce -9.1% | 1.39% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -40.4% | 0.83% | +0.15 |
| KKR KKR & Co. Inc. | Reduce -0.3% | 1.31% | +0.16 |
| CRM Salesforce Inc. | Reduce -3.2% | 1.16% | +0.18 |
| HUBS HubSpot Inc. | Reduce -3.8% | 0.95% | +0.20 |
| CWST Casella Waste Systems Inc. Class A | Reduce -1.5% | 4.81% | +0.25 |
| AAPL Apple Inc. | Reduce -2.0% | 4.89% | +0.28 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +7.8% | 4.43% | +0.74 |
| KWEB Kranesh Csi China Internet | New | 0.60% | +0.60 |
| AMZN Amazon.com Inc. | Add +5.4% | 2.21% | +0.44 |
| SOUN Soundhound AI Inc. Class A | New | 0.35% | +0.35 |
| DEM Wisdomtree Emerging Markets | New | 0.29% | +0.29 |
| SNOW Snowflake Inc. | New | 0.24% | +0.24 |
| ALT Altimmune Inc. | New | 0.22% | +0.22 |
| TSLA Tesla Inc. | New | 0.22% | +0.22 |
| SDVY First Trust Smid Cap Rising | Add +48.4% | 0.66% | +0.21 |
| FPE FT-Preferred Secur & Inc. ETF | Add +34.2% | 0.84% | +0.20 |
| JEPQ JPM Nasdaq Equity Premium | Add +12.3% | 1.33% | +0.18 |
| ENFR Alerian Energy Infrastructur | Add +0.4% | 1.29% | +0.13 |
| WVE Wave Life Sciences Ltd. | Add +24.3% | 0.24% | +0.11 |
| GDX Vaneck Gold Miners ETF | Add +42.9% | 0.62% | +0.11 |
| PAVE Global X US Infrastructure | Add +10.0% | 1.40% | +0.11 |
| SPHQ Invesco S&P 500 Quality ETF | Add +18.9% | 0.55% | +0.09 |
| SLF Sun Life Financial Inc. | Add +0.4% | 2.61% | +0.09 |
| BAM Brookfield Asset Mgmt-A | Add +0.2% | 0.57% | +0.08 |
| MSFT Microsoft Corp. | Add +5.6% | 1.26% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.35% | +0.05 |
| BN Brookfield Corp. | Add +0.0% | 0.48% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +0.8% | 3.08% | +0.04 |
| XAR SS SPDR S&P Aerospace Def | Add +0.1% | 0.24% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.20% | +0.01 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +2.4% | 0.31% | +0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.8% | 0.88% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +0.3% | 0.21% | +0.00 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +0.6% | 0.94% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.1% | 0.45% | −0.01 |
| DUK Duke Energy Corp. | Add +0.8% | 0.28% | −0.02 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 0.22% | −0.02 |
| ICOW Pacer Developed Markets Inte | Add +0.1% | 0.28% | −0.02 |
| QCOM Qualcomm Inc. | Add +0.2% | 0.23% | −0.02 |
| XLV SS Health Care Select Sector | Add +0.2% | 0.23% | −0.03 |
| ABBV Abbvie Inc. | Add +0.2% | 0.32% | −0.03 |
| OTIS Otis Worldwide Corp. | Add +0.2% | 0.37% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +1.5% | 1.74% | −0.06 |
| AFL Aflac Inc. | Add +0.3% | 1.60% | −0.11 |
| ED Consolidated Edison Inc. | Add +0.3% | 0.73% | −0.11 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.88% | −0.12 |
| RTX RTX Corp. | Add +0.2% | 4.75% | −0.18 |
| INCO Columbia India Consumer ETF | Add +8.3% | 2.24% | −0.21 |
| ADBE Adobe Inc. | Add +2.9% | 2.01% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 103 | $134.3M | RTX, NVDA, AAPL, GLDM, EMBX |
| Q1 2026 | 99 | $122.8M | RTX, GLDM, NVDA, AAPL, EMBX |
| Q4 2025 | 102 | $125.5M | RTX, NVDA, GLDM, AAPL, EMBX |
| Q3 2025 | 100 | $116.9M | RTX, NVDA, GLDM, AAPL, CWST |
| Q2 2025 | 92 | $106.0M | RTX, NVDA, CWST, GLDM, AAPL |
| Q1 2025 | 91 | $98.3M | RTX, CWST, AAPL, GLDM, FVD |
| Q4 2024 | 88 | $101.1M | AAPL, CWST, RTX, NVDA, FALN |
| Q3 2024 | 84 | $101.9M | RTX, AAPL, CWST, NVDA, FALN |
| Q2 2024 | 85 | $98.4M | CWST, AAPL, CHRD, RTX, FALN |
| Q1 2024 | 87 | $99.3M | ERF, CWST, AAPL, RTX, FALN |