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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
LLYEli Lilly & Co
Recent Activity
Decreased -1.59%
0.46%
$1.427M
1,848 shares@ $772.0 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.72%
0.44%
$1.376M
9,512 shares@ $144.62 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.67%
0.44%
$1.368M
13,755 shares@ $99.48 avg price
APOApollo Global Mgmt Inc
Recent Activity
0.41%
$1.285M
7,778 shares@ $165.16 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.64%
0.41%
$1.282M
7,649 shares@ $167.66 avg price
YUMYum Brands Inc
Recent Activity
0.38%
$1.172M
8,733 shares@ $134.16 avg price
CSCOCisco Sys Inc
Recent Activity
0.35%
$1.096M
18,509 shares@ $59.21 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.78%
0.35%
$1.079M
6,376 shares@ $169.31 avg price
ADBEAdobe Inc
Recent Activity
0.3%
$933,383
2,099 shares@ $444.68 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -6.82%
0.3%
$925,020
4,095 shares@ $225.9 avg price