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Rebecca L. Westervelt

@Courier Capital Llc

Latest period2024 - Q4ReportedManaged Assets$1.45BTotal holdings359
Assets growth rate-0.67%Assets growth rate (2-Q avg)7.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Courier Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Courier Capital 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 1.45B in assets, with a quarterly growth rate of -0.67% and a 2-quarter average growth rate of 7.65%. The portfolio is managed by Rebecca L. Westervelt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVEIshares Tr
Recent Activity
Increased 0.07%
3.85%
$55.775M
292,201 shares@ $190.89 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 21.16%
2.49%
$36.075M
410,414 shares@ $87.9 avg price
IJJIshares Tr
Recent Activity
Increased 1.5%
2.05%
$29.633M
237,137 shares@ $124.97 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 33.56%
1.83%
$26.45M
517,209 shares@ $51.14 avg price
IWNIshares Tr
Recent Activity
Increased 0.31%
1.66%
$24.016M
146,287 shares@ $164.18 avg price
IJKIshares Tr
Recent Activity
Increased 2.07%
1.66%
$23.952M
263,408 shares@ $90.94 avg price
IJHIshares Tr
Recent Activity
Increased 3.28%
1.55%
$22.437M
360,087 shares@ $62.32 avg price
EFAIshares Tr
Recent Activity
Increased 10.78%
1.49%
$21.586M
285,487 shares@ $75.62 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Increased 5.29%
1.46%
$21.058M
430,554 shares@ $48.91 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.07%
1.2%
$17.379M
91,259 shares@ $190.45 avg price