AlTi Global, Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$3.8B

Holdings

387

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (387 positions)

#StockSharesValue% PortfolioType
301
FNDASCHWAB STRATEGIC TR
14,219$389K0.01%
302
DSIISHARES TR
3,725$381K0.01%
303
COFCAPITAL ONE FINL CORP
2,102$376K0.01%
304
TQQQPROSHARES TR
6,495$373K0.01%
305
YUMYUM BRANDS INC
2,357$370K0.01%
306
ZTSZOETIS INC
2,246$368K0.01%
307
DBCINVESCO DB COMMDY INDX TRCK
16,278$366K0.01%
308
SMMDISHARES TR
5,843$365K0.01%
309
EWEDWARDS LIFESCIENCES CORP
4,972$359K0.01%
310
EWGISHARES INC
9,584$354K0.01%
311
SHELSHELL PLC
4,835$354K0.01%
312
DYHTARGET CORP
3,399$353K0.01%
313
DFUVDIMENSIONAL ETF TRUST
8,530$351K0.01%
314
TAT&T INC
12,241$346K0.01%
315
RBLXROBLOX CORP
5,885$343K0.01%
316
VRTVERTIV HOLDINGS CO
4,750$342K0.01%
317
DONSPDR DOW JONES INDL AVERAGE
803$337K0.01%
318
EHABENHABIT INC
37,702$331K0.01%
319
BWXTBWX TECHNOLOGIES INC
3,312$326K0.01%
320
VXUSVANGUARD STAR FDS
5,183$321K0.01%
321
CSXCSX CORP
10,773$316K0.01%
322
WMBWILLIAMS COS INC
5,227$312K0.01%
323
LPXLOUISIANA PAC CORP
3,328$306K0.01%
324
NERDLISTED FD TR
14,800$303K0.01%
325
GISGENERAL MLS INC
5,090$303K0.01%
326
EWLISHARES INC
5,864$302K0.01%
327
CITHE CIGNA GROUP
923$302K0.01%
328
PEGPUBLIC SVC ENTERPRISE GRP IN
3,653$300K0.01%
329
AFRMAFFIRM HLDGS INC
6,612$298K0.01%
330
EATBRINKER INTL INC
2,005$298K0.01%
331
ITEQAMPLIFY ETF TR
6,042$295K0.01%
332
ROBOEXCHANGE TRADED CONCEPTS TRU
5,665$291K0.01%
333
CPTCAMDEN PPTY TR
2,323$286K0.01%
334
PXFINVESCO EXCH TRADED FD TR II
5,462$283K0.01%
335
PHPARKER-HANNIFIN CORP
463$281K0.01%
336
GLDMWORLD GOLD TR
4,518$279K0.01%
337
IWSISHARES TR
2,211$278K0.01%
338
BPBP PLC
8,200$277K0.01%
339
TIPISHARES TR
2,493$276K0.01%
340
IWRISHARES TR
3,216$273K0.01%
341
FCNCAFIRST CTZNS BANCSHARES INC N
147$273K0.01%
342
ETNEATON CORP PLC
1,009$273K0.01%
343
SOLVSOLVENTUM CORP
3,541$269K0.01%
344
VLUEISHARES TR
2,508$267K0.01%
345
SHYISHARES TR
3,240$267K0.01%
346
CARRCARRIER GLOBAL CORPORATION
4,183$264K0.01%
347
OKEONEOK INC NEW
2,657$262K0.01%
348
DFUSDIMENSIONAL ETF TRUST
4,294$259K0.01%
349
SPYGSPDR SER TR
3,224$259K0.01%
350
MUMICRON TECHNOLOGY INC
2,983$258K0.01%
351
REGNREGENERON PHARMACEUTICALS
404$255K0.01%
352
XBISPDR SER TR
3,071$249K0.01%
353
UDRUDR INC
5,422$244K0.01%
354
FBTCFIDELITY WISE ORIGIN BITCOIN
3,336$240K0.01%
355
BMYBRISTOL-MYERS SQUIBB CO
3,938$239K0.01%
356
FANGDIAMONDBACK ENERGY INC
1,506$239K0.01%
357
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,417$235K0.01%
358
BBEUJ P MORGAN EXCHANGE TRADED F
3,812$235K0.01%
359
DUKDUKE ENERGY CORP NEW
1,935$235K0.01%
360
ATRCATRICURE INC
7,263$234K0.01%
361
HIGHARTFORD INSURANCE GROUP INC
1,886$233K0.01%
362
PRUPRUDENTIAL FINL INC
2,076$231K0.01%
363
PPGPPG INDS INC
2,091$228K0.01%
364
REFICHICAGO ATLANTIC REAL ESTATE
15,058$228K0.01%
365
ALSALLSTATE CORP
1,085$224K0.01%
366
CLCOLGATE PALMOLIVE CO
2,377$222K0.01%
367
DESPDESPEGAR COM CORP
11,793$221K0.01%
368
FDXFEDEX CORP
902$220K0.01%
369
SEESEALED AIR CORP NEW
7,506$216K0.01%
370
VGSHVANGUARD SCOTTSDALE FDS
3,692$216K0.01%
371
IIIVI3 VERTICALS INC
8,750$215K0.01%
372
JNKSPDR SER TR
2,220$210K0.01%
373
NVTNVENT ELECTRIC PLC
3,965$207K0.01%
374
SMHVANECK ETF TRUST
971$205K0.01%
375
GMFSPDR INDEX SHS FDS
1,760$203K0.01%
376
XYLXYLEM INC
1,700$202K0.01%
377
SNAPSNAP INC
21,500$187K0.00%
378
OPTUALTICE USA INC
66,500$176K0.00%
379
ETHAISHARES ETHEREUM TR
12,800$176K0.00%
380
SFIXSTITCH FIX INC
51,506$167K0.00%
381
PPIINVESTMENT MANAGERS SER TR I
11,564$167K0.00%
382
TALOTALOS ENERGY INC
16,425$159K0.00%
383
EVFEATON VANCE SR INCOME TR
18,549$108K0.00%
384
VIVTELEFONICA BRASIL SA
10,283$91K0.00%
385
NRDYNERDY INC
12,000$17K0.00%
386
RSTEM INC
48,621$17K0.00%
387
RLMDRELMADA THERAPEUTICS INC
31,975$8K0.00%
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