Ancora Advisors 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 1813 US equity positions worth $5.9bn in its Q4 2024 13F filing. The largest position was AAPL at 3.5% of the reported book, followed by LKQ and VOO. Against the Q3 2024 filing, it opened 1 new position, added to 18 and reduced 21 among the top 50 holdings.
What did Ancora Advisors own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AAPL APPLE INC | Technology | 3.5% | $207.1m | 582,640 | -1% | reduced |
| 2 | LKQ LKQ CORP | Consumer Cyclical | 3.5% | $205.1m | 2,796,503 | 229% | added |
| 3 | VOO VANGUARD INDEX FDS | 2.3% | $137.6m | 255,375 | -0% | held | |
| 4 | AVGO BROADCOM LTD SHS | Technology | 2.2% | $130.3m | 608,626 | -8% | reduced |
| 5 | NEXTNAV INC COMMON STOCK | 1.8% | $104.1m | 2,016,250 | 15% | added | |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 1.8% | $103.3m | 312,336 | -0% | held |
| 7 | IVV ISHARES TR | 1.4% | $84.1m | 83,893 | -1% | reduced | |
| 8 | ISHARES TR | 1.4% | $83.2m | 646,790 | 4% | added | |
| 9 | MSFT MICROSOFT CORP | Technology | 1.4% | $82.3m | 242,057 | 1% | added |
| 10 | GPRE GREEN PLAINS INC | Basic Materials | 1.4% | $82.1m | 4,336,575 | -2% | reduced |
| 11 | JPST JP MORGAN ULTRA SHORT INCOME E | 1.4% | $81.6m | 1,620,944 | 3% | added | |
| 12 | JPM JP MORGAN CHASE & CO | Financial Services | 1.3% | $75.0m | 308,196 | 1% | added |
| 13 | HLI HOULIHAN LOKEY INC | Financial Services | 1.2% | $73.0m | 283,771 | -1% | reduced |
| 14 | ABBV ABBVIE INC | Healthcare | 1.2% | $71.4m | 350,638 | -1% | reduced |
| 15 | HLIT HARMONIC INC | Technology | 1.2% | $69.7m | 2,644,937 | 0% | held |
| 16 | ETN EATON CORP PLC | Industrials | 1.1% | $67.7m | 195,637 | 0% | held |
| 17 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.1% | $63.6m | 114,909 | -0% | held |
| 18 | BSV VANGUARD BD INDEX FDS | 1.1% | $63.3m | 410,429 | 2% | added | |
| 19 | FWRD FORWARD AIR CORP | Industrials | 1.0% | $61.4m | 954,890 | -15% | reduced |
| 20 | HD HOME DEPOT INC | Consumer Cyclical | 0.9% | $55.2m | 120,427 | -1% | reduced |
| 21 | GOOG ALPHABET INC | Communication Services | 0.9% | $55.1m | 164,233 | 0% | held |
| 22 | EOG EOG RES INC COM | Energy | 0.9% | $53.1m | 377,023 | -2% | reduced |
| 23 | BAC BANK AMERICA CORP | Financial Services | 0.8% | $49.2m | 802,812 | -2% | reduced |
| 24 | HONEYWELL INTL INC | 0.8% | $47.1m | 208,469 | 1% | added | |
| 25 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.8% | $45.6m | 100,691 | -0% | held | |
| 26 | BERRY PLASTICS GROUP | 0.8% | $44.4m | 1,818,205 | -14% | reduced | |
| 27 | NVDA NVIDIA CORP COM | Technology | 0.7% | $44.1m | 176,482 | -3% | reduced |
| 28 | GD GENERAL DYNAMICS CORP | Industrials | 0.7% | $43.7m | 139,932 | 2% | added |
| 29 | VANECK VECTORS MORNINGSTAR WID | 0.7% | $40.5m | 244,248 | 5% | added | |
| 30 | MAGN MAGNERA | 0.7% | $39.9m | 1,653,680 | – | new | |
| 31 | SCHWAB STRATEGIC TR | 0.7% | $39.6m | 854,814 | 193% | added | |
| 32 | ACCENTURE PLC | 0.7% | $39.1m | 103,732 | 1% | added | |
| 33 | ISHARES TR | 0.7% | $38.9m | 122,745 | 7% | added | |
| 34 | MCD MCDONALDS CORP | Consumer Cyclical | 0.7% | $38.6m | 107,264 | 0% | held |
| 35 | AMT AMERICAN TOWER CORP NEW | Real Estate | 0.7% | $38.3m | 132,674 | 11% | added |
| 36 | KD KYNDRYL HLDGS INC COM | Technology | 0.6% | $35.1m | 510,511 | -8% | reduced |
| 37 | CXT CRANE NXT CO | Industrials | 0.6% | $35.1m | 303,276 | -7% | reduced |
| 38 | JNJ JOHNSON & JOHNSON | Healthcare | 0.6% | $35.0m | 260,699 | -3% | reduced |
| 39 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.6% | $34.9m | 219,867 | 0% | held |
| 40 | WY WEYERHAEUSER CO MTN BE | Real Estate | 0.6% | $33.3m | 784,379 | 17% | added |
| 41 | SIM ST TREAS FUT STRAT ETF | 0.6% | $33.2m | 786,290 | 18% | added | |
| 42 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 0.6% | $32.9m | 97,758 | -2% | reduced |
| 43 | VEEV VEEVA SYS INC | Healthcare | 0.6% | $32.8m | 81,920 | 0% | held |
| 44 | MBC MASTERBRAND INC COM | Consumer Cyclical | 0.6% | $32.6m | 769,443 | -19% | reduced |
| 45 | GOOGL ALPHABET INC | Communication Services | 0.5% | $32.4m | 92,178 | -1% | reduced |
| 46 | CRH CRH PLC | Basic Materials | 0.5% | $32.0m | 187,422 | 3% | added |
| 47 | LIN LINDE PLC | Basic Materials | 0.5% | $31.7m | 44,183 | 2% | added |
| 48 | WH WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 0.5% | $30.6m | 209,976 | -4% | reduced |
| 49 | CVX CHEVRON CORP NEW | Energy | 0.5% | $30.2m | 249,053 | -5% | reduced |
| 50 | META META PLATFORMS INC CLASS A COM | Communication Services | 0.5% | $30.2m | 67,066 | -1% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.