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Jim Coppedge

@Crossmark Global Holdings, Inc.

Latest period2024 - Q4ReportedManaged Assets$5.485BTotal holdings1246
Assets growth rate-2.17%Assets growth rate (2-Q avg)2.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crossmark Global Holdings, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1246 positions.

Assets under management

The assets under management (AUM) of Crossmark Global Holdings, Inc. 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 - Q4, they manage 5.485B in assets, with a quarterly growth rate of -2.17% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Jim Coppedge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Computer Inc
Recent Activity
Decreased -2.17%
4%
$219.008M
874,565 shares@ $250.42 avg price
NVDANvidia Corp
Recent Activity
Decreased -3.14%
3.77%
$206.6M
1.538M shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.78%
3.15%
$172.42M
409,063 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -16.4%
1.92%
$105.251M
479,744 shares@ $219.39 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.94%
1.43%
$78.002M
133,222 shares@ $585.51 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -27.32%
1.41%
$76.941M
331,872 shares@ $231.84 avg price
GOOGAlphabet Class C
Recent Activity
Decreased -7.37%
1.32%
$71.962M
377,872 shares@ $190.45 avg price
GOOGLAlphabet Class A
Recent Activity
Decreased -3.16%
1.15%
$62.993M
332,765 shares@ $189.31 avg price
TSMTaiwan Semiconductor Mfg Co Ad
Recent Activity
Decreased -2.61%
1.12%
$61.202M
309,900 shares@ $197.49 avg price
QCOMQualcomm Inc
Recent Activity
Increased 8.8%
1.06%
$57.703M
375,618 shares@ $153.63 avg price