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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
EWZIshares Inc
Recent Activity
New Position
0.86%
$977,063
33,132 shares@ $29.5 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
New Position
0.82%
$930,334
5,670 shares@ $164.09 avg price
EFAIshares Tr
Recent Activity
New Position
0.8%
$909,142
10,871 shares@ $83.64 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.7%
$792,967
1,392 shares@ $569.67 avg price
IJHIshares Tr
Recent Activity
New Position
0.7%
$790,280
12,681 shares@ $62.33 avg price
ABNBAirbnb Inc
Recent Activity
New Position
0.62%
$696,948
5,496 shares@ $126.82 avg price
TQQQProshares Tr
Recent Activity
New Position
0.62%
$695,179
9,590 shares@ $72.49 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.61%
$688,385
2,014 shares@ $341.8 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.6%
$681,647
1,637 shares@ $416.41 avg price
VSSVanguard Intl Equity Index F
Recent Activity
New Position
0.56%
$636,098
5,050 shares@ $125.96 avg price