mason adams
@Pvg Asset Management Corp
Latest period2024 - Q3ReportedManaged Assets$24.89MTotal holdings44
Assets growth rate-1.38%Assets growth rate (2-Q avg)10.29%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Pvg Asset Management Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 44 positions.
Assets under management
The assets under management (AUM) of Pvg Asset Management Corp 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 - Q3, they manage 24.89M in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of 10.29%. The portfolio is managed by mason adams, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BILSpdr Barclays Capital 1-3 Month (bil)
| 17.24% | $4.29M 46,725 shares@ $91.82 avg price | Increased 32.53% |
SDSProshares Ultrashort S&p 500 (sds)
| 14.39% | $3.581M 173,587 shares@ $20.63 avg price | Increased 46.36% |
DERMJourney Medical Corp. (derm)
| 3.81% | $946,629 167,545 shares@ $5.65 avg price | Increased 5.68% |
QQQInvesco Qqq Tr Etf Series 1 (qqq)
| 2.81% | $697,940 1,430 shares@ $488.07 avg price | Increased 1.14% |
FBIOFortress Biotech Inc. (fbio)
| 2.18% | $540,127 373,790 shares@ $1.45 avg price | Increased 140.11% |
VERUVeru Inc. (veru)
| 1.97% | $489,829 636,970 shares@ $0.77 avg price | Increased 13.11% |
CKPTCheckpoint Therapeutics, Inc. (ckpt)
| 1.35% | $335,708 149,870 shares@ $2.24 avg price | Increased 9.24% |
ALTAltimmune, Inc. (alt)
| 0.59% | $145,321 23,668 shares@ $6.14 avg price | Increased 2.37% |
BLRXBiolinerx Ltd. (blrx)
| 0.34% | $84,282 157,215 shares@ $0.54 avg price | Increased 27.22% |