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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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -2.35%
9.44%
$29.733M
127,875 shares@ $232.52 avg price
EFVIshares Tr
Recent Activity
Increased 0.83%
7.76%
$24.442M
465,833 shares@ $52.48 avg price
AAPLApple Inc
Recent Activity
Decreased -1.24%
7.25%
$22.84M
91,205 shares@ $250.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -11.34%
6.42%
$20.199M
34,465 shares@ $586.08 avg price
ZDZiff Davis Inc
Recent Activity
Increased 3.91%
6.27%
$19.754M
363,527 shares@ $54.34 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.1%
5.68%
$17.875M
33,176 shares@ $538.81 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.06%
5.5%
$17.302M
125,769 shares@ $137.57 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.88%
5.16%
$16.255M
38,565 shares@ $421.51 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.9%
3.96%
$12.463M
65,445 shares@ $190.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.42%
3.71%
$11.663M
48,655 shares@ $239.71 avg price