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 |
---|---|---|---|
MSCFMsc Income Fund Inc. (mscf)
| 0.93% | $230,115 29,577 shares@ $7.79 avg price | |
7434⤦Proshares Ultra Natural Gas (boil)
| 0.88% | $217,268 18,730 shares@ $11.6 avg price | New Position |
AMDAdvanced Micro Devices Inc (amd)
| 0.87% | $214,566 1,307 shares@ $164.17 avg price | Decreased -25.56% |
DISThe Walt Disney Company (dis)
| 0.85% | $211,040 2,194 shares@ $96.19 avg price | New Position |
SPLGSpdr Portfolio S&p 500 Etf (splg)
| 0.81% | $200,572 2,971 shares@ $67.51 avg price | New Position |
NPFDNuveen Variable Rate Pr&inc Fund (npfd)
| 0.79% | $194,608 10,275 shares@ $18.94 avg price | New Position |
VALEVale S.a. (vale)
| 0.74% | $181,927 15,576 shares@ $11.68 avg price | New Position |
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% |
AVXLAnavex Life Sciences Corp. (avxl)
| 0.3% | $73,868 13,005 shares@ $5.68 avg price | New Position |