Adero Partners, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Adero Partners, LLC opened 9 positions, added to 91, reduced 36, sold out of 15 and left 6 unchanged. The largest increase in value was GOOG (+$10,095,828); the largest decrease was CCC (-$20,713,092).
- LSPD: Country of operation —; Class SUB VTG SHS; Shares 2024-12-31 158,131; Shares 2025-03-31 158,131.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2024-12-31 12,000; Shares 2025-03-31 12,000.
- HCAT: Country of operation United States; Class COM; Shares 2024-12-31 12,477; Shares 2025-03-31 12,477.
- CART: Country of operation United States; Class COM; Shares 2024-12-31 12,019; Shares 2025-03-31 12,019.
Two Form 13F-HR filings compared (SEC CIK 1800593): 2024-12-31 (filed 2025-01-27) and 2025-03-31 (filed 2025-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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