test

Stewart Brown

@Pin Oak Investment Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$110.027MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -22.75%
0.96%
$1.05M
8,646 shares@ $121.45 avg price
HIOWestrn Asst High Incm Op
Recent Activity
Increased 12.29%
0.95%
$1.038M
256,468 shares@ $4.05 avg price
XYLDGlobal X S&p 500 Covered Call Etf
Recent Activity
Increased 44536.37%
0.93%
$1.018M
24,550 shares@ $41.47 avg price
BACBank Of America Corp
Recent Activity
Decreased -3.14%
0.93%
$1.015M
25,591 shares@ $39.67 avg price
AMZNAmazon.com Inc Forward Split
Recent Activity
Increased 1.75%
0.89%
$976,000
5,243 shares@ $186.16 avg price
ARAntero Resources Cor
Recent Activity
Decreased -1.81%
0.85%
$931,000
32,513 shares@ $28.64 avg price
SIRISiriusxm Hldgs Inc
Recent Activity
New Position
0.77%
$840,000
35,523 shares@ $23.65 avg price
PFEPfizer Inc
Recent Activity
Increased 0.5%
0.77%
$838,000
28,982 shares@ $28.92 avg price
ACPAberdeen Income Credit Strategies Fund
Recent Activity
New Position
0.74%
$806,000
121,806 shares@ $6.62 avg price
SHELShell Plc F Unsponsored Adr
Recent Activity
0.7%
$763,000
11,573 shares@ $65.93 avg price