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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
NVDANvidia Corp.
Recent Activity
Decreased -11.94%
5.39%
$26.986M
222,220 shares@ $121.45 avg price
WMBWilliams Cos, Inc. The
Recent Activity
Decreased -7.35%
3%
$15.016M
328,932 shares@ $45.66 avg price
XOMExxon Mobil Corp.
Recent Activity
Decreased -9.82%
2.55%
$12.747M
108,747 shares@ $117.23 avg price
OKEOneok, Inc.
Recent Activity
Decreased -8.98%
2.38%
$11.903M
130,617 shares@ $91.14 avg price
CVXChevron Corp.
Recent Activity
Decreased -3.58%
2.37%
$11.868M
80,590 shares@ $147.28 avg price
VLOValero Energy Corp.
Recent Activity
Decreased -2.96%
2.3%
$11.489M
85,084 shares@ $135.04 avg price
PSXPhillips 66
Recent Activity
Decreased -13.16%
2.17%
$10.882M
82,786 shares@ $131.46 avg price
AAPLApple, Inc.
Recent Activity
Decreased -2.15%
2.11%
$10.574M
45,382 shares@ $233.0 avg price
MPCMarathon Petroleum Corp.
Recent Activity
Decreased -11.19%
2.05%
$10.276M
63,075 shares@ $162.92 avg price
ETEnergy Transfer Lp
Recent Activity
Decreased -2.6%
2.04%
$10.203M
635,700 shares@ $16.05 avg price