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Alternative Investment Advisors, LLC.
Alternative Investment Advisors, LLC. is a registered investment advisor based in Maitland, Florida. Founded around 2011, the firm manages investment portfolios mainly for individuals, including high-net-worth individuals, and provides advisory services to pension and profit sharing plans. It is relatively small, with approximately 13 employees, and reports assets under management of approximately $341 million as of March 2025. The firm serves clients primarily across the United States.
Investment Strategy
Alternative Investment Advisors, LLC. follows a diversified investment approach focused on long-term growth and preservation of capital. The firm constructs client portfolios using a mix of individual equities, ETFs, and fixed income, with a noticeable tilt toward major index ETFs, value and quality factor strategies, and large-cap technology holdings. It seeks to provide personalized investment management, balancing risk and return tailored to each client's needs, including high-net-worth individuals and pension plans.
Latest 13F Filing Activity
Alternative Investment Advisors, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $201M. The fund increased holdings in Ishares TR, L3harris Technologies Inc., Unitedhealth Group Inc. among other positions. Alternative Investment Advisors, LLC. reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 60.58% | $122.1M | 196,575 | $522.56 | $620.90 | +$36.1M |
M MBB | ISHARES TR | 3.45% | $6.9M | 73,952 | $92.83 | $93.89 | -$277.6K |
O OEF | ISHARES TR | 3.33% | $6.7M | 22,059 | $257.53 | $304.35 | +$943.2K |
D DYNF | BLACKROCK ETF TRUST | 3.32% | $6.7M | 122,810 | $51.26 | $54.46 | +$1.1M |
T TLT | ISHARES TR | 2.71% | $5.5M | 61,856 | $92.69 | $88.25 | -$478.4K |
Industry Allocation
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