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Shanda Gentry

@Aspiriant, Llc

Latest period2024 - Q4ReportedManaged Assets$2.77BTotal holdings287
Assets growth rate5.11%Assets growth rate (2-Q avg)6.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspiriant, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 287 positions.

Assets under management

The assets under management (AUM) of Aspiriant, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.77B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 6.26%. The portfolio is managed by Shanda Gentry, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$220,699
949 shares@ $232.56 avg price
KHCKraft Heinz Co
Recent Activity
Exited
0%
$219,964
6,265 shares@ $35.11 avg price
KVUEKenvue Inc
Recent Activity
Exited
0%
$219,597
9,494 shares@ $23.14 avg price
GWXSpdr Index Shs Fds
Recent Activity
Exited
0%
$214,814
6,294 shares@ $34.13 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$212,122
3,345 shares@ $63.42 avg price
TAt&t Inc
Recent Activity
Exited
0%
$210,270
9,558 shares@ $22.0 avg price
FLOTIshares Tr
Recent Activity
Exited
0%
$208,193
4,079 shares@ $51.05 avg price
EFGIshares Tr
Recent Activity
Exited
0%
$204,965
1,904 shares@ $107.65 avg price
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$203,993
725 shares@ $281.37 avg price
OXYOccidental Pete Corp
Recent Activity
Exited
0%
$201,191
3,904 shares@ $51.54 avg price