Rebecca L. Westervelt

@Courier Capital Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.45B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTVanguard Intl Equity Index F Recent Activity New Position	0.02%	$289,588 2,465 shares@ $117.48 avg price	New Position
ESGDIshares Tr Recent Activity New Position	0.02%	$268,439 3,526 shares@ $76.14 avg price	New Position
KCESpdr Ser Tr Recent Activity New Position	0.02%	$234,365 1,702 shares@ $137.7 avg price	New Position
PDOPimco Dynamic Income Oprnts Recent Activity New Position	0.02%	$221,101 16,269 shares@ $13.6 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.02%	$220,900 2,000 shares@ $110.45 avg price	New Position
VISVanguard World Fd Recent Activity New Position	0.02%	$205,802 809 shares@ $254.4 avg price	New Position
IUSGIshares Tr Recent Activity New Position	0.02%	$201,779 1,448 shares@ $139.36 avg price	New Position