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Jill Martin

@Parkside Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$424.354MTotal holdings80
Assets growth rate0.77%Assets growth rate (2-Q avg)4.18%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkside Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Parkside Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 424.354M in assets, with a quarterly growth rate of 0.77% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Jill Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.39%
0.38%
$1.579M
2,685 shares@ $588.05 avg price
IVVIshares Tr
Recent Activity
Decreased -11.28%
0.35%
$1.463M
2,485 shares@ $588.74 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.69%
0.31%
$1.291M
6,818 shares@ $189.3 avg price
SUSAIshares Tr
Recent Activity
Decreased -20.61%
0.27%
$1.145M
9,418 shares@ $121.6 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.29%
0.22%
$892,805
5,325 shares@ $167.67 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -9.43%
0.17%
$718,639
5,905 shares@ $121.71 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -17.81%
0.15%
$611,001
10,321 shares@ $59.2 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.77%
0.15%
$600,909
2,739 shares@ $219.39 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -11.27%
0.13%
$547,918
598 shares@ $916.26 avg price
NFLXNetflix Inc
Recent Activity
Decreased -18.48%
0.13%
$546,379
613 shares@ $891.32 avg price