Advisors Preferred Portfolio holdings

Advisors Preferred's Q1 2025 Portfolio in Review

As of Q1 2025, Advisors Preferred held 351 positions worth $745M, up 20% from $622M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Advisors Preferred deployed $124M of net new capital in Q1 2025, opening 157 new positions and adding to 48 existing holdings. Its largest new stake was iShares MSCI EAFE ETF: 393,443 shares worth $32.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 75% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $107M trimmed.

• Advisors Preferred's largest Q1 2025 buy was iShares MSCI EAFE ETF: 393,443 shares worth $32.2M.
• Advisors Preferred added most to iShares 1-3 Year Treasury Bond ETF in Q1 2025, an estimated $83.8M increase.
• Advisors Preferred's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $107M.
• Advisors Preferred fully exited State Street Technology Select Sector SPDR ETF in Q1 2025, selling an estimated $51.1M.
• Advisors Preferred's ten largest holdings make up 43% of its $745M portfolio in Q1 2025.
• Advisors Preferred opened 157 new positions and closed 113 in Q1 2025.
• Advisors Preferred's portfolio value rose 20% quarter-over-quarter to $745M.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.