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
SCHPSchwab Strategic Tr Recent Activity Exited	0%	$5,417 101 shares@ $53.64 avg price	Exited
CATCaterpillar Inc Recent Activity Exited	0%	$3,912 10 shares@ $391.2 avg price	Exited
WBDWarner Bros Discovery Inc Recent Activity Exited	0%	$3,292 399 shares@ $8.26 avg price	Exited
VEUVanguard Intl Equity Index F Recent Activity Exited	0%	$2,205 35 shares@ $63.0 avg price	Exited
KOMPSpdr Ser Tr Recent Activity Exited	0%	$1,135 23 shares@ $49.35 avg price	Exited
SPEMSpdr Index Shs Fds Recent Activity Exited	0%	$991 24 shares@ $41.3 avg price	Exited
BHFBrighthouse Finl Inc Recent Activity Exited	0%	$676 15 shares@ $45.07 avg price	Exited
IWCIshares Tr Recent Activity Exited	0%	$370 3 shares@ $123.34 avg price	Exited