Jon Beadell
@A. D. Beadell Investment Counsel, Inc.
Latest period2024 - Q4ReportedManaged Assets$123.372MTotal holdings88
Assets growth rate-1.44%Assets growth rate (2-Q avg)1.63%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in A. D. Beadell Investment Counsel, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.
Assets under management
The assets under management (AUM) of A. D. Beadell Investment Counsel, 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 123.372M in assets, with a quarterly growth rate of -1.44% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Jon Beadell, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TSM Taiwan Semiconductor
| 5.41% | $6.664M 33,747 shares@ $197.47 avg price | Decreased -5.02% |
PRIM Primoris Services Co
| 4.89% | $6.023M 78,845 shares@ $76.4 avg price | Decreased -11.24% |
EPD Enterprise Prd Prtnrs Lp
| 4.08% | $5.027M 160,310 shares@ $31.36 avg price | Increased 0.32% |
KMI Kinder Morgan Inc
| 3.38% | $4.169M 152,180 shares@ $27.4 avg price | Decreased -8.42% |
APD Air Products And Chemicals
| 3.03% | $3.736M 12,882 shares@ $290.02 avg price | Decreased -0.57% |
5706⤦ Market Vectors Gold Miner Etf
| 3.02% | $3.721M 109,760 shares@ $33.91 avg price | Decreased -0.2% |
PAGP Plains Group Hldgs Lp
| 2.97% | $3.653M 198,775 shares@ $18.38 avg price | Decreased -4.17% |
AMZN Amazon.com Inc
| 2.72% | $3.35M 15,270 shares@ $219.39 avg price | Decreased -1.92% |
PBA Pembina Pipeline Corp
| 2.58% | $3.179M 86,045 shares@ $36.95 avg price | Increased 2.18% |
MRK Merck & Co Inc
| 2.55% | $3.144M 31,607 shares@ $99.48 avg price | Decreased -2.91% |
1-10 of 88