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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
WMSAdvanced Drain Sys Inc Del
Recent Activity
0.14%
$416,160
3,600 shares@ $115.6 avg price
ROPRoper Technologies Inc
Recent Activity
0.13%
$401,844
773 shares@ $519.85 avg price
DISDisney Walt Co
Recent Activity
Increased 6.25%
0.13%
$399,858
3,591 shares@ $111.36 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.11%
0.13%
$397,950
5,534 shares@ $71.92 avg price
CRSPCrispr Therapeutics Ag
Recent Activity
Increased 33.08%
0.13%
$395,922↑ Call
10,059 shares@ $39.36 avg price
KWEBKraneshares Trust
Recent Activity
Decreased -15.72%
0.13%
$391,816↑ Call
13,400 shares@ $29.24 avg price
INTCIntel Corp
Recent Activity
Increased 60.06%
0.13%
$381,892↑ Call
19,047 shares@ $20.05 avg price
BMYBristol-myers Squibb Co
Recent Activity
0.12%
$361,984
6,400 shares@ $56.56 avg price
CRCrane Company
Recent Activity
0.12%
$357,371
2,355 shares@ $151.75 avg price
ACNAccenture Plc Ireland
Recent Activity
0.12%
$354,956
1,009 shares@ $351.79 avg price