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Nolan Hughes

@Wooster Corthell Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$459.427MTotal holdings53
Assets growth rate-2.02%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wooster Corthell Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Wooster Corthell Wealth Management, 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 459.427M in assets, with a quarterly growth rate of -2.02% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Nolan Hughes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVXChevron Corp New
Recent Activity
0.07%
$306,627
2,117 shares@ $144.85 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.19%
0.06%
$230,780
548 shares@ $421.14 avg price
7434⤦Prospect Cap Corp
Recent Activity
0.01%
$10,140
10,000 shares@ $1.02 avg price