JT Stratford LLC
CIK: 0001689013SEC EDGAR →
Portfolio Value
$779K
Holdings
299
As of
Q4 2025
New Positions
304
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 139,310 | $52K | 6.68% |
| 2 | ISHARES TR | 821,240 | $38K | 4.91% |
| 3 | NVIDIA CORPORATION | 152,432 | $28K | 3.65% |
| 4 | INVESCO QQQ TR | 39,884 | $25K | 3.15% |
| 5 | VANGUARD SPECIALIZED FUNDS | 100,677 | $22K | 2.84% |
| 6 | ALPHABET INC | 63,105 | $20K | 2.54% |
| 7 | SPDR INDEX SHS FDS | 400,327 | $18K | 2.28% |
| 8 | BLACKROCK ETF TRUST | 285,099 | $17K | 2.23% |
| 9 | APPLE INC | 59,932 | $16K | 2.09% |
| 10 | AMAZON COM INC | 63,716 | $15K | 1.89% |
Quarterly Changes
Top Buys
New Positions (31)
$11K · 192K shares
$5K · 106K shares
$4K · 42K shares
$3K · 11K shares
$2K · 20K shares
$2K · 68K shares
$1K · 20K shares
$1K · 26K shares
$1K · 25K shares
$987 · 12K shares
$935 · 9K shares
$834 · 11K shares
$804 · 18K shares
$727 · 7K shares
$654 · 18K shares
$649 · 2K shares
$498 · 1K shares
$454 · 5K shares
$454 · 3K shares
$353 · 2K shares
$292 · 5K shares
$251 · 871 shares
$250 · 9K shares
$229 · 2K shares
$211 · 2K shares
$211 · 2K shares
$205 · 1K shares
$200 · 959 shares
$149 · 11K shares
$143 · 11K shares
$89 · 13K shares
Closed Positions (37)
$2K · 28K shares
$2K · 67K shares
$2K · 31K shares
$1K · 55K shares
$1K · 5K shares
$1K · 12K shares
$1K · 7K shares
$946 · 4K shares
$928 · 9K shares
$734 · 9K shares
$719 · 2K shares
$718 · 16K shares
$686 · 38K shares
$683 · 22K shares
$511 · 6K shares
$463 · 5K shares
$387 · 539 shares
$379 · 2K shares
$344 · 5K shares
$294 · 3K shares
$269 · 9K shares
$269 · 50K shares
$252 · 636 shares
$251 · 3K shares
$248 · 2K shares
$246 · 1K shares
$245 · 2K shares
$231 · 1K shares
$228 · 3K shares
$217 · 16K shares
$214 · 4K shares
$210 · 6K shares
$204 · 982 shares
$202 · 16K shares
$201 · 652 shares
$201 · 940 shares
$200 · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 149 | $442K | 56.8% |
| Technology | 42 | $114K | 14.6% |
| Communication Services | 11 | $46K | 6.0% |
| Unknown | 13 | $46K | 5.9% |
| Consumer Cyclical | 14 | $38K | 4.8% |
| Healthcare | 15 | $34K | 4.4% |
| Industrials | 26 | $22K | 2.8% |
| Consumer Defensive | 10 | $18K | 2.3% |
| Energy | 9 | $8K | 1.0% |
| Utilities | 5 | $6K | 0.8% |
| Basic Materials | 4 | $5K | 0.6% |
| Real Estate | 1 | $364 | 0.0% |