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Kristen Niebuhr

@Ars Investment Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$1.11BTotal holdings175
Assets growth rate-0.52%Assets growth rate (2-Q avg)3.09%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ars Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of Ars Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.11B in assets, with a quarterly growth rate of -0.52% and a 2-quarter average growth rate of 3.09%. The portfolio is managed by Kristen Niebuhr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPSMSpdr Ser Tr
Recent Activity
Increased 3.87%
0.13%
$1.351M
30,068 shares@ $44.92 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 10.57%
0.12%
$1.267M
5,234 shares@ $242.13 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 2.37%
0.12%
$1.227M
21,685 shares@ $56.57 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
Increased 0.53%
0.11%
$1.179M
44,336 shares@ $26.59 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 6.45%
0.1%
$1.067M
11,568 shares@ $92.24 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 3.09%
0.09%
$961,745
12,234 shares@ $78.62 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 24.8%
0.08%
$883,505
10,314 shares@ $85.67 avg price
VVisa Inc
Recent Activity
Increased 17.43%
0.08%
$852,044
2,696 shares@ $316.05 avg price
UNPUnion Pac Corp
Recent Activity
Increased 2.06%
0.08%
$839,415
3,681 shares@ $228.04 avg price
ACWXIshares Tr
Recent Activity
Increased 138.29%
0.08%
$803,165
15,398 shares@ $52.17 avg price