Kristy Thom

@Marquette Asset Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$612.724M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FNDASchwab Strategic Tr Recent Activity Exited	0%	$44,738 751 shares@ $59.58 avg price	Exited
SCHXSchwab Strategic Tr Recent Activity Exited	0%	$43,153 636 shares@ $67.86 avg price	Exited
XLPSelect Sector Spdr Tr Recent Activity Exited	0%	$40,006 482 shares@ $83.0 avg price	Exited
COCHEnvoy Medical Inc Recent Activity Exited	0%	$38,084 11,718 shares@ $3.26 avg price	Exited
TAt&t Inc Recent Activity Exited	0%	$36,300 1,650 shares@ $22.0 avg price	Exited
XLUSelect Sector Spdr Tr Recent Activity Exited	0%	$32,716 405 shares@ $80.79 avg price	Exited
BBAXJ P Morgan Exchange Traded F Recent Activity Exited	0%	$31,392 581 shares@ $54.04 avg price	Exited
XLBSelect Sector Spdr Tr Recent Activity Exited	0%	$30,938 321 shares@ $96.39 avg price	Exited
USHYIshares Tr Recent Activity Exited	0%	$30,798 818 shares@ $37.66 avg price	Exited
FNDFSchwab Strategic Tr Recent Activity Exited	0%	$29,112 779 shares@ $37.38 avg price	Exited