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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$18.12M
33,295 shares@ $544.23 avg price
TSLATesla Inc
Recent Activity
Exited
0%
$1.979M↑ Call
10,000 shares@ $197.88 avg price
COSTCostco Whsl Corp New
Recent Activity
Exited
0%
$1.684M
1,981 shares@ $849.99 avg price
ICLRIcon Plc
Recent Activity
Exited
0%
$1.66M
5,295 shares@ $313.48 avg price
IWBIshares Tr
Recent Activity
Exited
0%
$1.624M
5,457 shares@ $297.55 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$1.197M
7,260 shares@ $164.94 avg price
IWVIshares Tr
Recent Activity
Exited
0%
$1.121M
3,632 shares@ $308.67 avg price
IWFIshares Tr
Recent Activity
Exited
0%
$1.019M
2,795 shares@ $364.51 avg price
MARMarriott Intl Inc New
Recent Activity
Exited
0%
$965,388
3,993 shares@ $241.78 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Exited
0%
$939,559
12,058 shares@ $77.92 avg price