
ALERA INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ASX | 14K | $135.50K |
![]() | GOOG | 14K | $2.26M |
![]() | SMFG | 13K | $168.42K |
![]() | REFI | 13K | $206.11K |
![]() | GRND | 13K | $154.04K |
![]() | WEST | 13K | $81.56K |
![]() | BBVA | 12K | $128.04K |
![]() | CSCO | 12K | $612.28K |
![]() | BP | 11K | $342.59K |
![]() | TERN | 11K | $90.64K |
![]() | JPM | 11K | $2.25M |
![]() | AZN | 11K | $819.35K |
![]() | MRVI | 10K | $86.86K |
![]() | XOM | 10K | $1.22M |
![]() | NVO | 10K | $1.23M |
![]() | MRCC | 10K | $83.10K |
![]() | VICI | 10K | $334.37K |
![]() | PM | 10K | $1.19M |
![]() | CMCSA | 9K | $392.60K |
![]() | KO | 9K | $659.17K |

ASE Technology Holding Co., Ltd.
ASX
Shares Held
14K
Value
$135.50K

Alphabet Inc.
GOOG
Shares Held
14K
Value
$2.26M

Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
13K
Value
$168.42K

Chicago Atlantic Real Estate Finance, Inc.
REFI
Shares Held
13K
Value
$206.11K

Grindr Inc.
GRND
Shares Held
13K
Value
$154.04K

Westrock Coffee Company, LLC
WEST
Shares Held
13K
Value
$81.56K

Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
12K
Value
$128.04K

Cisco Systems, Inc.
CSCO
Shares Held
12K
Value
$612.28K

BP p.l.c.
BP
Shares Held
11K
Value
$342.59K

Terns Pharmaceuticals, Inc.
TERN
Shares Held
11K
Value
$90.64K

JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$2.25M

AstraZeneca PLC
AZN
Shares Held
11K
Value
$819.35K

Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
10K
Value
$86.86K

Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.22M

Novo Nordisk A/S
NVO
Shares Held
10K
Value
$1.23M

Monroe Capital Corporation
MRCC
Shares Held
10K
Value
$83.10K

VICI Properties Inc.
VICI
Shares Held
10K
Value
$334.37K

Philip Morris International Inc.
PM
Shares Held
10K
Value
$1.19M

Comcast Corporation
CMCSA
Shares Held
9K
Value
$392.60K

The Coca-Cola Company
KO
Shares Held
9K
Value
$659.17K
