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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
SHYGIshares Tr
Recent Activity
Increased 60.41%
0.51%
$7.386M
173,346 shares@ $42.61 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.36%
0.51%
$7.293M
36,802 shares@ $198.19 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 19.84%
0.5%
$7.111M
103,150 shares@ $68.94 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 1.24%
0.49%
$7.064M
229,859 shares@ $30.73 avg price
EFGIshares Tr
Recent Activity
Increased 21.26%
0.49%
$7.038M
72,685 shares@ $96.84 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 6.81%
0.47%
$6.68M
223,700 shares@ $29.86 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 148.83%
0.45%
$6.386M
20,914 shares@ $305.35 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.72%
0.44%
$6.269M
142,343 shares@ $44.04 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 14.59%
0.42%
$6.077M
89,528 shares@ $67.88 avg price
MTBM & T Bk Corp
Recent Activity
Increased 2.12%
0.42%
$6.032M
32,084 shares@ $188.02 avg price