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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
AEEAmeren Corp.
Recent Activity
Increased 2.96%
0.16%
$760,902
8,700 shares@ $87.46 avg price
NINisource, Inc.
Recent Activity
Increased 3.58%
0.16%
$753,638
21,750 shares@ $34.66 avg price
WTRGEssential Utilities, Inc.
Recent Activity
Increased 12.5%
0.14%
$694,260
18,000 shares@ $38.57 avg price
VTRVentas, Inc.
Recent Activity
Increased 29.82%
0.14%
$670,159
10,450 shares@ $64.14 avg price
VRTVertiv Holdings Co.
Recent Activity
Increased 81.7%
0.13%
$641,711
6,450 shares@ $99.5 avg price
QCOMQualcomm, Inc.
Recent Activity
Increased 5.64%
0.13%
$637,688
3,750 shares@ $170.06 avg price
ADCAgree Realty Corp.
Recent Activity
Increased 4.52%
0.13%
$610,173
8,100 shares@ $75.33 avg price
FEFirstenergy Corp.
Recent Activity
Increased 7.88%
0.13%
$607,595
13,700 shares@ $44.35 avg price
AESAes Corp.
Recent Activity
Increased 7.41%
0.12%
$581,740
29,000 shares@ $20.06 avg price
AVGOBroadcom, Inc.
Recent Activity
Increased 2175.87%
0.12%
$569,250
3,300 shares@ $172.5 avg price