Ironsides Asset Advisors, LLC
Ironsides Asset Advisors, LLC is an SEC-registered investment adviser headquartered in Rocky Mount, North Carolina, United States. Founded in 2013, the firm manages assets for high net worth individuals and some charitable organizations. The firm operates with a lean team of 2 employees and primarily serves private clients with discretionary and non-discretionary investment management services. Ironsides files regular 13F reports with the SEC, indicating oversight of significant public equity holdings.
Investment Strategy
Ironsides Asset Advisors specializes in managing equity portfolios for high net worth individuals, utilizing a blend of discretionary and non-discretionary strategies. The firm focuses on long-term investments in large-cap publicly traded securities across sectors, emphasizing personalized portfolio construction tailored to individual client needs. The approach is rooted in fundamental analysis and risk management for wealth preservation and growth.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LOW | LOWES COS INC | 27.63% | $95.3M | 429,383 | $58.18 | $221.87 | -$9.5M |
I ITOT | ISHARES TR | 11.33% | $39.1M | 289,201 | $84.52 | $135.04 | +$3.8M |
I IEFA | ISHARES TR | 8.98% | $31.0M | 370,808 | $72.30 | $83.48 | +$3.0M |
S SPY | SPDR S&P 500 ETF TR | 8.71% | $30.0M | 48,616 | $430.60 | $617.85 | +$1.2M |
V VTI | VANGUARD INDEX FDS | 5.75% | $19.8M | 65,254 | $265.00 | $303.93 | +$2.1M |