13F-HR filed by STUART INVESTMENT ADVISORS, INC.
STUART INVESTMENT ADVISORS, INC. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-24, with 15 holding rows worth $154,226,567.
- Accession
- 0001951757-24-000379
- Filer
- CIK 1910180
- Filed
- 2024-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 15 entries on the cover page, a total value of $154,226,567 stated on the cover page (in dollars after the unit check, H1), rows summing to $154,226,567 with VALUE read as dollars as filed, 13F file number 028-22190. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 303,952 | $78,997,221 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 627,101 | $26,344,513 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 47,899 | $23,025,032 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 256,202 | $15,448,990 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 30,150 | $3,871,863 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 11,429 | $2,694,813 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,568 | $1,344,678 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,595 | $670,958 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,468 | $366,618 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 5,612 | $329,135 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,309 | $269,287 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,506 | $238,234 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 3,071 | $214,878 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,309 | $206,488 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,189 | $203,859 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-24-000379 | this filing | 2024-04-24 | acceptance time not in the bulk data set |