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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
JPSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$87,616
1,736 shares@ $50.48 avg price
TDTTFlexshares Tr
Recent Activity
Exited
0%
$84,688
3,590 shares@ $23.59 avg price
NYMTNew York Mtg Tr Inc
Recent Activity
Exited
0%
$83,319
14,267 shares@ $5.84 avg price
MNSTMonster Beverage Corp New
Recent Activity
Exited
0%
$62,537
1,252 shares@ $49.95 avg price
BLDPBallard Pwr Sys Inc New
Recent Activity
Exited
0%
$49,966
22,207 shares@ $2.26 avg price
BROBrown & Brown Inc
Recent Activity
Exited
0%
$42,380
474 shares@ $89.41 avg price
COKECoca Cola Cons Inc
Recent Activity
Exited
0%
$39,060
36 shares@ $1085.0 avg price
NMIHNmi Hldgs Inc
Recent Activity
Exited
0%
$32,508
955 shares@ $34.04 avg price
CIENCiena Corp
Recent Activity
Exited
0%
$30,257
628 shares@ $48.18 avg price
VRNSVaronis Sys Inc
Recent Activity
Exited
0%
$28,974
604 shares@ $47.98 avg price