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KRAEMATON INVESTMENT ADVISORS, INC

RIA/Wealth

KRAEMATON INVESTMENT ADVISORS, INC is a RIA/Wealth based in Braintree, MA led by Gregory Todd Clinton, reporting $183.3M in AUM as of Q3 2025 with 42% ETF concentration.

PresidentGregory Todd Clinton
Portfolio Value
$116.9M
Positions
100
Top Holding
RTX at 5.65%
Last Reported
Q3 2025
Address25 Braintree Hill Office Park, Suite 200, Braintree, MA, 02184, United States

Top Holdings

Largest long holdings in KRAEMATON INVESTMENT ADVISORS, INC's portfolio (35.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Aerospace & Defense
Industrials
$6.6M
5.65%
-$61.2K
Sold
0.00%
39.4K shares
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$5.9M
5.05%
-$93.7K
Sold
0.00%
31.6K shares
Unknown
Unknown
$4.6M
3.90%
+$31.6K
Bought
59.6K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$4.5M
3.89%
-$25.7K
Sold
0.00%
17.8K shares
Waste Management
Industrials
$3.5M
3.03%
-$22.9K
Sold
0.06%
37.3K shares
ETF
ETF
$3.5M
2.99%
-$101.8K
Sold
126.0K shares
Insurance - Diversified
Financial Services
$3.5M
2.99%
+$75.4K
Bought
0.00%
6.9K shares
ETF
ETF
$3.5M
2.98%
-$30.7K
Sold
75.2K shares
Medical - Diagnostics & Research
Healthcare
$3.3M
2.87%
0.01%
5.2K shares
Hardware, Equipment & Parts
Technology
$2.6M
2.22%
-$17.0K
Sold
0.00%
21.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KRAEMATON INVESTMENT ADVISORS, INC's latest filing

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Market Value
$116.9M
Prior: $106.0M
Q/Q Change
+10.24%
+$10.9M
Net Flows % of MV
+1.6%
Turnover Ratio
5.19%
New Purchases
5 stocks
$3.1M
Added To
41 stocks
+$3.2M
Sold Out Of
3 stocks
$2.6M
Reduced Holdings
41 stocks
-$1.9M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-48.09%
-30.53%

Analytics

Portfolio insights and performance metrics for KRAEMATON INVESTMENT ADVISORS, INC

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Sector Allocation

ETF: 41.60%ETFTechnology: 18.80%TechnologyIndustrials: 10.70%IndustrialsFinancial Services: 10.50%Financial ServicesHealthcare: 4.90%Energy: 4.10%Consumer Cyclical: 2.50%Utilities: 1.30%Basic Materials: 0.80%Communication Services: 0.60%Real Estate: 0.20%
ETF
41.60%
Technology
18.80%
Industrials
10.70%
Financial Services
10.50%
Healthcare
4.90%
Energy
4.10%
Consumer Cyclical
2.50%
Utilities
1.30%
Basic Materials
0.80%
Communication Services
0.60%
Real Estate
0.20%

Market Cap Distribution

Mega Cap (> $200B): 26.09%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.83%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 5.99%Small Cap ($300M - $2B): 0.56%N/A (ETF or Unknown): 45.53%N/A (ETF or Unknown)
Mega Cap (> $200B)
26.09%
Large Cap ($10B - $200B)
21.83%
Mid Cap ($2B - $10B)
5.99%
Small Cap ($300M - $2B)
0.56%
N/A (ETF or Unknown)
45.53%

Portfolio Concentration

Top 10 Holdings %
35.56%
Top 20 Holdings %
55.06%
Top 50 Holdings %
85.05%
Top 100 Holdings %
100.0%

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