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Kristy Thom

@Marquette Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$612.724MTotal holdings190
Assets growth rate-2.85%Assets growth rate (2-Q avg)2.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marquette Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Marquette Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 612.724M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Kristy Thom, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RPHMReneo Pharmaceuticals Inc
Recent Activity
Exited
0%
$125,409
73,770 shares@ $1.7 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Exited
0%
$118,334
1,309 shares@ $90.41 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Exited
0%
$95,176
475 shares@ $200.38 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$88,757
1,469 shares@ $60.43 avg price
ASTCAstrotech Corp
Recent Activity
Exited
0%
$71,040
8,891 shares@ $8.0 avg price
FNDXSchwab Strategic Tr
Recent Activity
Exited
0%
$70,828
987 shares@ $71.77 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$68,767
3,256 shares@ $21.13 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$58,091
1,186 shares@ $48.99 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$54,812
180 shares@ $304.52 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$45,305
516 shares@ $87.81 avg price