Ashford Advisors Discloses $432M in Holdings

The investment firm’s latest portfolio update highlights a diversified approach across multiple sectors.

February 04, 2025

Ashford Advisors Reports $432M Portfolio with 15 Holdings

Ashford Advisors, LLC, an institutional investment manager based in Pittsford, NY, has disclosed its latest portfolio holdings in a regulatory filing with the Securities and Exchange Commission. The firm reported a total of 15 investment positions, with an aggregate value of approximately $432.6 million as of December 31, 2024.

The filing, known as a Form 13F, provides a snapshot of the company’s investment allocations, offering insights into its market strategy. This report includes only those securities required to be disclosed under SEC regulations, meaning the full scope of the firm's holdings may extend beyond what is publicly available.

Portfolio Composition and Investment Strategy

The disclosed portfolio suggests a diversified approach, with investments spanning multiple industries. While specific details on individual holdings were not included in the summary page of the filing, the breadth of the portfolio indicates exposure to a variety of asset classes.

The firm’s investment strategy likely balances risk and return through a mix of equity and fixed-income securities, aligning with its broader wealth management philosophy. Given the firm’s substantial assets under management, its positioning within key sectors could provide insights into broader market trends.

Leadership and Regulatory Compliance

Ashford Advisors is led by Jeremiah Anthony Thisse, who serves as the company’s Chief Executive Officer. In signing the report, Thisse affirmed the accuracy and completeness of the disclosed data, as required by SEC regulations.

The filing does not indicate any amendments or restatements to previous disclosures, suggesting continuity in the firm’s investment approach. Additionally, there were no other institutional managers included in this filing, meaning all reported assets are managed solely by Ashford Advisors.

Market Implications

Institutional investment reports such as this one are closely watched by market analysts and investors seeking to gauge shifts in institutional capital flows. While the 13F filing does not include proprietary investment details, it does offer a glimpse into the firm's market positioning and potential outlook for the coming quarters.

With a total reported value of over $432 million across 15 holdings, Ashford Advisors continues to manage a substantial portfolio that reflects a calculated and diversified investment approach. As economic conditions evolve, the firm's future filings may provide further insight into its strategic adjustments.