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Christopher Anderson

@Caldwell Sutter Capital, Inc.

Latest period2024 - Q3ReportedManaged Assets$214.598MTotal holdings907
Assets growth rate6.21%Assets growth rate (2-Q avg)1.73%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Sutter Capital, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 907 positions.

Assets under management

The assets under management (AUM) of Caldwell Sutter Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 214.598M in assets, with a quarterly growth rate of 6.21% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by Christopher Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Increased 720.75%
0.16%
$341,263
1,978 shares@ $172.53 avg price
ETEnergy Transfer L P
Recent Activity
Increased 3.3%
0.14%
$297,106
18,511 shares@ $16.06 avg price
SGOLAbrdn Gold Etf Trust
Recent Activity
Increased 1.42%
0.13%
$276,505
11,003 shares@ $25.13 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.47%
0.13%
$274,117
5,191 shares@ $52.81 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 4.22%
0.11%
$229,885
2,720 shares@ $84.52 avg price
REGLProshares Tr
Recent Activity
Increased 0.72%
0.11%
$229,066
2,801 shares@ $81.79 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 192.72%
0.11%
$228,412
4,502 shares@ $50.74 avg price
IEIIshares Tr
Recent Activity
Increased 2.18%
0.11%
$225,124
1,882 shares@ $119.62 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.88%
0.11%
$219,458
925 shares@ $237.26 avg price
DHSWisdomtree Tr
Recent Activity
Increased 4.13%
0.08%
$158,522
1,690 shares@ $93.8 avg price