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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
Decreased -3.14%
3.23%
$10.146M
46,246 shares@ $219.4 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -70.4%
2.45%
$7.716M
155,843 shares@ $49.52 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -1.42%
2.41%
$7.581M
33,790 shares@ $224.36 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -0.23%
1.76%
$5.519M
70,207 shares@ $78.61 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -1%
1.6%
$5.038M
66,567 shares@ $75.69 avg price
AXPAmerican Express Co
Recent Activity
1.51%
$4.751M
16,009 shares@ $296.79 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.64%
0.97%
$3.05M
6,729 shares@ $453.28 avg price
IVEIshares Tr
Recent Activity
0.82%
$2.554M
13,378 shares@ $190.89 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.55%
0.77%
$2.399M
12,674 shares@ $189.3 avg price
BXBlackstone Inc
Recent Activity
0.68%
$2.141M
12,419 shares@ $172.43 avg price