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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
VRIGInvesco Actively Managed Exc
Recent Activity
Decreased -20.58%
0.83%
$12.025M
478,788 shares@ $25.12 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.44%
0.83%
$11.887M
54,184 shares@ $219.4 avg price
IWMIshares Tr
Recent Activity
Decreased -13.46%
0.77%
$11.066M
50,084 shares@ $220.96 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.91%
0.72%
$10.427M
62,573 shares@ $166.64 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -11.44%
0.71%
$10.191M
18,913 shares@ $538.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.27%
0.7%
$10.127M
17,279 shares@ $586.09 avg price
STIPIshares Tr
Recent Activity
Decreased -0.27%
0.69%
$9.886M
98,272 shares@ $100.61 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.48%
0.66%
$9.452M
65,357 shares@ $144.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -4.95%
0.62%
$8.947M
61,770 shares@ $144.85 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -8.11%
0.61%
$8.793M
81,740 shares@ $107.58 avg price