Stewart Brown

@Pin Oak Investment Advisors Inc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$110.027M

Total holdings493

Assets growth rate5.17%

Assets growth rate (2-Q avg)2.86%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pin Oak Investment Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Pin Oak Investment 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 110.027M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Stewart Brown, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
8122⤦Seaport Entmt Gro 24 Rts Rights Exp 10 10 24 Recent Activity New Position	0.02%	$15,000 5,190 shares@ $2.9 avg price	New Position
SCHWCharles Schwab & Co Recent Activity New Position	0.02%	$14,000 224 shares@ $62.5 avg price	New Position
CIBRFirst Trust Nasdaq Cybrscrty Etf Recent Activity New Position	0.02%	$12,000 206 shares@ $58.26 avg price	New Position
FPEFirst Trust Preferred Sec & Inc Etf Recent Activity New Position	0.01%	$11,000 628 shares@ $17.52 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.01%	$9,000 113 shares@ $79.65 avg price	New Position
TMUST-mobile Us Inc Recent Activity New Position	0.01%	$7,000 34 shares@ $205.89 avg price	New Position
BOTZGlobal X Robotics & Artfcl Intllgnc Etf Recent Activity New Position	0.01%	$7,000 234 shares@ $29.92 avg price	New Position
BNDXVanguard Total Recent Activity New Position	0.01%	$6,000 130 shares@ $46.16 avg price	New Position
BSVVanguard Short-term Bond Recent Activity New Position	0.01%	$6,000 77 shares@ $77.93 avg price	New Position
SWSmurfit Westrock Ltd F Recent Activity New Position	0.01%	$5,000 115 shares@ $43.48 avg price	New Position