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ACUTE INVESTMENT ADVISORY, LLC
RIA/Wealth
ACUTE INVESTMENT ADVISORY, LLC is a RIA/Wealth based in Mesa, AZ led by Damon B. Roberts, reporting $200.3M in AUM as of Q3 2025 with 78% ETF concentration, 84% concentrated in top 10 holdings, and 29% allocation to TFLO.
MemberDamon B. Roberts
- Portfolio Value
- $11.9M
- Positions
- 17
- Top Holding
- TFLO at 28.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ACUTE INVESTMENT ADVISORY, LLC's portfolio (83.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.4M | 28.66% | -$700.4K Sold | — 67.4K shares | |
ETF ETF | $1.9M | 15.68% | -$467.7K Sold | — 36.8K shares | |
Industrial - Machinery Industrials | $1.6M | 13.25% | +$1.6M New | 0.00% 12.0K shares | |
ETF ETF | $617.8K | 5.19% | -$154.9K Sold | — 1.0K shares | |
ETF ETF | $507.0K | 4.26% | -$125.9K Sold | — 761.0 shares | |
ETF ETF | $460.7K | 3.87% | -$113.9K Sold | — 8.3K shares | |
ETF ETF | $442.8K | 3.72% | -$88.7K Sold | — 4.0K shares | |
ETF ETF | $375.3K | 3.15% | -$93.2K Sold | — 1.6K shares | |
Consumer Electronics Technology | $364.1K | 3.06% | — | 0.00% 1.4K shares | |
Discount Stores Consumer Defensive | $349.0K | 2.93% | — | 0.00% 377.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ACUTE INVESTMENT ADVISORY, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-20.25% | |
-20.05% | |
-20.04% | |
-19.89% |
Analytics
Portfolio insights and performance metrics for ACUTE INVESTMENT ADVISORY, LLC
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