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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
FGF&g Annuities And Life
Recent Activity
Exited
0%
$0
8 shares@ $0.0 avg price
QYLDGlobal X Fund Glb X Nsdq 100 Cvd Etf
Recent Activity
Exited
0%
$0
13 shares@ $0.0 avg price
RYLDGlobal X Russell 2000 Cvred Call Etf
Recent Activity
Exited
0%
$0
6 shares@ $0.0 avg price