Joey Foxhall

@Ground Swell Capital, Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$113.7M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HYGIshares Tr Recent Activity New Position	0.55%	$619,755 7,718 shares@ $80.3 avg price	New Position
JNKSpdr Ser Tr Recent Activity New Position	0.48%	$535,694 5,478 shares@ $97.8 avg price	New Position
LQDIshares Tr Recent Activity New Position	0.47%	$526,487 4,660 shares@ $112.99 avg price	New Position
WDCWestern Digital Corp. Recent Activity New Position	0.45%	$507,941 7,438 shares@ $68.29 avg price	New Position
CBRECbre Group Inc Recent Activity New Position	0.44%	$490,078 3,937 shares@ $124.49 avg price	New Position
EWJIshares Inc Recent Activity New Position	0.42%	$468,372 6,547 shares@ $71.54 avg price	New Position
CMCSAComcast Corp New Recent Activity New Position	0.41%	$460,681 11,029 shares@ $41.77 avg price	New Position
SOLVSolventum Corp Recent Activity New Position	0.39%	$436,447 6,260 shares@ $69.72 avg price	New Position
MCOMoodys Corp Recent Activity New Position	0.38%	$428,080 902 shares@ $474.59 avg price	New Position
KOKUDbx Etf Tr Recent Activity New Position	0.37%	$418,555 4,153 shares@ $100.79 avg price	New Position