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Anna Jackson

@Eastover Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$213.739MTotal holdings47
Assets growth rate0.1%Assets growth rate (2-Q avg)1.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Eastover Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Eastover Investment Advisors 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 213.739M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 1.12%. The portfolio is managed by Anna Jackson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
0.43%
$908,967
1,778 shares@ $511.24 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.92%
0.35%
$740,670
17,074 shares@ $43.38 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.29%
$600,732
1,025 shares@ $586.08 avg price
DGROIshares Tr
Recent Activity
Increased 2.15%
0.27%
$559,626
9,123 shares@ $61.35 avg price
DFAEDimensional Etf Trust
Recent Activity
0.23%
$484,440
19,095 shares@ $25.37 avg price
SONSonoco Prods Co
Recent Activity
Decreased -0.99%
0.21%
$437,208
8,950 shares@ $48.86 avg price
SOSouthern Co
Recent Activity
0.2%
$426,829
5,185 shares@ $82.32 avg price
FNBF N B Corp
Recent Activity
0.2%
$424,422
28,716 shares@ $14.78 avg price
VUGVanguard Index Fds
Recent Activity
Increased 42.13%
0.18%
$373,911
911 shares@ $410.45 avg price
DFAIDimensional Etf Trust
Recent Activity
0.16%
$322,514
11,045 shares@ $29.2 avg price