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Joseph C. Pickard, Esq.

@Spirit Of America Management Corp Ny

Latest period2024 - Q3ReportedManaged Assets$501.604MTotal holdings311
Assets growth rate1.78%Assets growth rate (2-Q avg)0.55%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spirit Of America Management Corp Ny's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Spirit Of America Management Corp Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 501.604M in assets, with a quarterly growth rate of 1.78% and a 2-quarter average growth rate of 0.55%. The portfolio is managed by Joseph C. Pickard, Esq., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LNGCheniere Energy, Inc.
Recent Activity
1.85%
$9.266M
51,525 shares@ $179.84 avg price
TRGPTarga Resources Corp.
Recent Activity
Increased 7.35%
1.82%
$9.085M
61,383 shares@ $148.02 avg price
KMIKinder Morgan, Inc.
Recent Activity
Decreased -2.78%
1.7%
$8.488M
384,244 shares@ $22.1 avg price
MSFTMicrosoft Corp.
Recent Activity
1.68%
$8.39M
19,499 shares@ $430.31 avg price
ENBEnbridge, Inc.
Recent Activity
Decreased -1.44%
1.66%
$8.31M
204,627 shares@ $40.61 avg price
MPLXMplx Lp
Recent Activity
Decreased -0.59%
1.48%
$7.42M
166,897 shares@ $44.47 avg price
GOOGLAlphabet, Inc.
Recent Activity
1.47%
$7.364M
44,400 shares@ $165.85 avg price
EPDEnterprise Products Partners Lp
Recent Activity
1.42%
$7.121M
244,636 shares@ $29.12 avg price
WESWestern Midstream Partners Lp
Recent Activity
1.37%
$6.862M
179,350 shares@ $38.26 avg price
HESMHess Midstream Lp
Recent Activity
1.29%
$6.466M
183,337 shares@ $35.28 avg price