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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
SCHXSchwab Strategic Tr
Recent Activity
New Position
0.07%
$900,340
38,841 shares@ $23.19 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.06%
$863,999
17,451 shares@ $49.51 avg price
FLCAFranklin Templeton Etf Tr
Recent Activity
New Position
0.06%
$763,676
20,865 shares@ $36.61 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
New Position
0.06%
$750,112
11,526 shares@ $65.08 avg price
PAXSPimco Access Income Fund
Recent Activity
New Position
0.04%
$567,321
37,201 shares@ $15.26 avg price
BKGIBny Mellon Etf Trust
Recent Activity
New Position
0.04%
$485,597
16,107 shares@ $30.15 avg price
OCULOcular Therapeutix Inc
Recent Activity
New Position
0.04%
$481,981
56,438 shares@ $8.55 avg price
AGGIshares Tr
Recent Activity
New Position
0.03%
$433,046
4,469 shares@ $96.9 avg price
SPMDSpdr Ser Tr
Recent Activity
New Position
0.03%
$422,426
7,724 shares@ $54.7 avg price
EZUIshares Inc
Recent Activity
New Position
0.03%
$365,241
7,738 shares@ $47.21 avg price