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JT Stratford LLC
JT Stratford, LLC is a regional wealth management and investment advisory firm headquartered in Gainesville, Georgia. Founded in 1995 by Todd Ferguson, the firm provides tailored financial solutions including financial planning, tax planning, and personalized wealth management to individuals, high net worth clients, pension plans, and businesses. Known for its disciplined investment approach and client-centered philosophy, JT Stratford operates on a fee-only model and upholds high ethical standards. The firm manages approximately $1 billion in assets under advisement and has fewer than 25 employees, serving over 1,200 clients from five locations.
Investment Strategy
JT Stratford employs a disciplined, long-term investment approach focused on personalized wealth management, steady growth, and wealth preservation. The firm's advisors work closely with clients to develop tailored, holistic financial strategies based on each client's goals, risk tolerance, and investment horizon. Portfolios are built through a rigorous process designed to align investments with client objectives, continually monitored and adjusted as life and market conditions change. JT Stratford emphasizes transparency, integrity, and client education to foster long-term relationships and successful financial outcomes.
Latest 13F Filing Activity
JT Stratford LLC filed their most recent 13F report on Jun 30, 2025 disclosing 300 equity positions with a total 13F market value of $661M. The fund increased holdings in Ishares TR, Nvidia Corporation, SPDR Series Trust among other positions. JT Stratford LLC reduced exposure to Bristol-myers Squibb Co., Unitedhealth Group Inc., Visa Inc. among others.
Top Holdings
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 6.81% | $45.0M | 132,571 | $245.68 | $339.57 | +$8.4M |
A AGG | ISHARES TR | 6.61% | $43.7M | 440,414 | $97.03 | $99.20 | +$2.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.84% | $25.4M | 124,045 | $143.36 | $204.67 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 3.54% | $23.4M | 148,244 | $52.23 | $157.99 | +$7.7M |
S SPDW | SPDR INDEX SHS FDS | 3.29% | $21.8M | 537,552 | $32.98 | $40.49 | +$4.4M |
Industry Allocation
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