test

Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$113.7MTotal holdings149
Assets growth rate-11.99%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ground Swell Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Ground Swell Capital, 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 - Q3, they manage 113.7M in assets, with a quarterly growth rate of -11.99% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Joey Foxhall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
New Position
10.69%
$12.144M↑ Call
100,000 shares@ $121.44 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
8.59%
$9.761M↑ Call
20,000 shares@ $488.07 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
8.19%
$9.308M
21,631 shares@ $430.3 avg price
INTCIntel Corp
Recent Activity
New Position
5.41%
$6.15M
262,161 shares@ $23.46 avg price
FXIIshares Tr
Recent Activity
New Position
1.4%
$1.589M↑ Call
50,000 shares@ $31.78 avg price
SPGIS&p Global Inc
Recent Activity
New Position
1.3%
$1.47M
2,846 shares@ $516.63 avg price
SBUXStarbucks Corp
Recent Activity
New Position
1.19%
$1.343M
13,773 shares@ $97.5 avg price
COINCoinbase Global Inc
Recent Activity
New Position
1.09%
$1.232M
6,914 shares@ $178.17 avg price
EWYIshares Inc
Recent Activity
New Position
0.94%
$1.059M
16,550 shares@ $63.96 avg price
DXCMDexcom Inc
Recent Activity
New Position
0.91%
$1.025M
15,283 shares@ $67.04 avg price