Carol L. Bieber

@Professional Advisory Services Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$724.539M

Total holdings78

Assets growth rate-4.88%

Assets growth rate (2-Q avg)-0.43%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Professional Advisory Services Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Professional Advisory Services Inc 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 724.539M in assets, with a quarterly growth rate of -4.88% and a 2-quarter average growth rate of -0.43%. The portfolio is managed by Carol L. Bieber, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IZOZFIzotropic Corp Recent Activity Increased 50%	0.01%	$1,000 30,000 shares@ $0.04 avg price	Increased 50%