James P. Haire
@Brave Asset Management Inc
Latest period2024 - Q4ReportedManaged Assets$315.063MTotal holdings163
Assets growth rate-23.51%Assets growth rate (2-Q avg)-9.29%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Brave Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 163 positions.
Assets under management
The assets under management (AUM) of Brave Asset Management Inc 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 315.063M in assets, with a quarterly growth rate of -23.51% and a 2-quarter average growth rate of -9.29%. The portfolio is managed by James P. Haire, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
EFVIshares Tr
| 7.76% | $24.442M 465,833 shares@ $52.48 avg price | Increased 0.83% |
ZDZiff Davis Inc
| 6.27% | $19.754M 363,527 shares@ $54.34 avg price | Increased 3.91% |
BRK.BBerkshire Hathaway Inc Del
| 0.97% | $3.05M 6,729 shares@ $453.28 avg price | Increased 1.64% |
VEUVanguard Intl Equity Index F
| 0.63% | $1.964M 34,213 shares@ $57.41 avg price | Increased 54.59% |
VTVVanguard Index Fds
| 0.35% | $1.079M 6,376 shares@ $169.31 avg price | Increased 0.78% |
TPLTexas Pacific Land Corporati
| 0.19% | $593,901 537 shares@ $1105.97 avg price | Increased 87.11% |
XLFSelect Sector Spdr Tr
| 0.18% | $549,899 11,378 shares@ $48.34 avg price | Increased 9.68% |
COPConocophillips
| 0.17% | $526,494 5,309 shares@ $99.18 avg price | Increased 0.42% |
METAMeta Platforms Inc
| 0.17% | $508,223 868 shares@ $585.52 avg price | Increased 9.32% |
DISDisney Walt Co
| 0.13% | $399,858 3,591 shares@ $111.36 avg price | Increased 6.25% |