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John Webber

@Advisors Asset Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$5.445BTotal holdings1460
Assets growth rate6.2%Assets growth rate (2-Q avg)2.38%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisors Asset Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1460 positions.

Assets under management

The assets under management (AUM) of Advisors Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.445B in assets, with a quarterly growth rate of 6.2% and a 2-quarter average growth rate of 2.38%. The portfolio is managed by John Webber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMTWalmart Inc
Recent Activity
Increased 10.36%
1.15%
$62.36M
772,260 shares@ $80.75 avg price
VVisa Inc
Recent Activity
Increased 2.74%
1.14%
$61.73M
224,515 shares@ $274.95 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.25%
1.09%
$59.316M
120,121 shares@ $493.81 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.93%
1.08%
$58.698M
1.307M shares@ $44.91 avg price
AVGOBroadcom Inc
Recent Activity
Increased 659.21%
1%
$54.129M
313,794 shares@ $172.5 avg price
TAt&t Inc
Recent Activity
Increased 2.44%
0.68%
$36.945M
1.679M shares@ $22.0 avg price
HDHome Depot Inc
Recent Activity
Increased 2.72%
0.68%
$36.606M
90,340 shares@ $405.2 avg price
KOCoca Cola Co
Recent Activity
Increased 11.7%
0.59%
$31.582M
439,498 shares@ $71.86 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 6.76%
0.53%
$28.79M
211,163 shares@ $136.34 avg price
EMOClearbridge Energy Midstrm O
Recent Activity
Increased 274.36%
0.53%
$28.314M
670,952 shares@ $42.2 avg price