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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
BACBank America Corp
Recent Activity
Decreased -9.04%
0.65%
$35.426M
806,044 shares@ $43.96 avg price
BRK.BBerkshire Hathaway Inc Del Cl
Recent Activity
Decreased -4.93%
0.59%
$32.311M
71,283 shares@ $453.28 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Decreased -0.76%
0.58%
$31.636M
370,663 shares@ $85.35 avg price
HDHome Depot Inc
Recent Activity
Decreased -5.02%
0.57%
$30.996M
79,685 shares@ $388.99 avg price
IBMI B M
Recent Activity
Decreased -5.33%
0.57%
$30.913M
140,623 shares@ $219.83 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -4.36%
0.56%
$30.673M
105,808 shares@ $289.9 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.99%
0.54%
$29.568M
99,625 shares@ $296.8 avg price
MSMorgan Stanley
Recent Activity
Decreased -12.86%
0.53%
$28.703M
228,310 shares@ $125.72 avg price
TXNTexas Instruments Inc
Recent Activity
Decreased -1.11%
0.51%
$27.545M
146,895 shares@ $187.52 avg price
CCitigroup Inc
Recent Activity
Decreased -10.95%
0.46%
$24.742M
351,492 shares@ $70.4 avg price