test

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
LLYEli Lilly & Co
Recent Activity
0.07%
$294,904
382 shares@ $772.0 avg price
SCHESchwab Strategic Tr
Recent Activity
0.07%
$270,077
10,142 shares@ $26.63 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.07%
$255,051
1,064 shares@ $239.71 avg price
ABTAbbott Labs
Recent Activity
0.06%
$245,449
2,170 shares@ $113.12 avg price
CGWInvesco Exch Traded Fd Tr Ii
Recent Activity
0.06%
$239,347
4,416 shares@ $54.2 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -31.42%
0.06%
$224,449
3,968 shares@ $56.57 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.05%
$208,097
203 shares@ $1025.11 avg price
TTWOTake-two Interactive Softwar
Recent Activity
New Position
0.05%
$205,619
1,117 shares@ $184.09 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.82%
0.05%
$205,259
1,171 shares@ $175.29 avg price
XLESelect Sector Spdr Tr
Recent Activity
0.05%
$201,729
2,355 shares@ $85.66 avg price