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Nicholas DiRienzo

@Nottingham Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$904.295MTotal holdings146
Assets growth rate7.22%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Nottingham Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Nottingham Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 904.295M in assets, with a quarterly growth rate of 7.22% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Nicholas DiRienzo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCXInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -59.73%
0.35%
$3.113M
144,267 shares@ $21.59 avg price
ESGEIshares Inc
Recent Activity
Decreased -0.65%
0.35%
$3.087M
84,789 shares@ $36.41 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -36.05%
0.32%
$2.818M
6,549 shares@ $430.33 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.14%
0.31%
$2.787M
16,671 shares@ $167.19 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -4.12%
0.22%
$1.949M
23,256 shares@ $83.81 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -6.46%
0.22%
$1.945M
40,654 shares@ $47.86 avg price
ACWIIshares Tr
Recent Activity
Decreased -1.81%
0.2%
$1.722M
14,403 shares@ $119.56 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -0.5%
0.19%
$1.658M
39,703 shares@ $41.76 avg price
OCULOcular Therapeutix Inc
Recent Activity
Decreased -3.88%
0.18%
$1.616M
185,766 shares@ $8.7 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -11.84%
0.18%
$1.575M
13,396 shares@ $117.55 avg price