Tom Fishel
@Fisher Asset Management, Llc
Latest period2024 - Q3ReportedManaged Assets$244.024BTotal holdings919
Assets growth rate6.17%Assets growth rate (2-Q avg)6.76%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Fisher Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 919 positions.
Assets under management
The assets under management (AUM) of Fisher Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 244.024B in assets, with a quarterly growth rate of 6.17% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Tom Fishel, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HEI.AHeico Corp New
| 0.01% | $351,698 1,726 shares@ $203.77 avg price | New Position |
8863⤦Tidal Etf Tr Sofi Select 500
| 0.01% | $348,148 16,754 shares@ $20.78 avg price | New Position |
HIGHartford Finl Svcs Group Inc
| 0.01% | $339,801 2,889 shares@ $117.62 avg price | New Position |
STXSeagate Technology Hldngs Plc
| 0.01% | $320,101 2,922 shares@ $109.55 avg price | New Position |
TRGPTarga Res Corp
| 0.01% | $318,317 2,150 shares@ $148.06 avg price | New Position |
FASTFastenal Co
| 0.01% | $309,572 4,334 shares@ $71.43 avg price | New Position |
FVDFirst Tr Value Line Divid Inde
| 0.01% | $302,963 6,660 shares@ $45.49 avg price | New Position |
PAVEGlobal X Fds Us Infr Dev Etf
| 0.01% | $294,942 7,165 shares@ $41.17 avg price | New Position |
AIGAmerican Intl Group Inc Com Ne
| 0.01% | $291,085 3,974 shares@ $73.25 avg price | New Position |
ESGVVanguard World Fd Esg Us Stk E
| 0.01% | $284,721 2,801 shares@ $101.65 avg price | New Position |