Kristy Thom

@Marquette Asset Management, Llc

Latest period2024 - Q4

Reported5d 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
VMBSVanguard Scottsdale Fds Recent Activity Exited	0%	$22,048 467 shares@ $47.22 avg price	Exited
FSKFs Kkr Cap Corp Recent Activity Exited	0%	$20,382 1,033 shares@ $19.74 avg price	Exited
SCHISchwab Strategic Tr Recent Activity Exited	0%	$18,141 393 shares@ $46.17 avg price	Exited
IWBIshares Tr Recent Activity Exited	0%	$17,921 57 shares@ $314.41 avg price	Exited
FTECFidelity Covington Trust Recent Activity Exited	0%	$17,799 102 shares@ $174.5 avg price	Exited
DIASpdr Dow Jones Indl Average Recent Activity Exited	0%	$16,502 39 shares@ $423.13 avg price	Exited
NUENucor Corp Recent Activity Exited	0%	$13,982 93 shares@ $150.35 avg price	Exited
SCHRSchwab Strategic Tr Recent Activity Exited	0%	$9,716 192 shares@ $50.61 avg price	Exited
SPIBSpdr Ser Tr Recent Activity Exited	0%	$7,889 234 shares@ $33.72 avg price	Exited
SCHHSchwab Strategic Tr Recent Activity Exited	0%	$6,071 262 shares@ $23.18 avg price	Exited