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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
IJSIshares Tr
Recent Activity
Increased 10.86%
0.41%
$5.829M
53,667 shares@ $108.62 avg price
EFVIshares Tr
Recent Activity
Increased 13.02%
0.4%
$5.691M
108,459 shares@ $52.48 avg price
PFFIshares Tr
Recent Activity
Increased 61.07%
0.36%
$5.145M
163,636 shares@ $31.45 avg price
DISDisney Walt Co
Recent Activity
Increased 0.88%
0.36%
$5.129M
46,064 shares@ $111.36 avg price
MBBIshares Tr
Recent Activity
Increased 782.7%
0.35%
$5.013M
54,683 shares@ $91.68 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.39%
0.35%
$4.93M
9,644 shares@ $511.25 avg price
IYRIshares Tr
Recent Activity
Increased 0.5%
0.34%
$4.834M
51,945 shares@ $93.07 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 595.49%
0.33%
$4.747M
82,512 shares@ $57.54 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 111.11%
0.32%
$4.558M
10,055 shares@ $453.26 avg price
TDTFFlexshares Tr
Recent Activity
Increased 36.39%
0.32%
$4.557M
195,932 shares@ $23.26 avg price