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John DeSimone

@Peddock Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$417.095MTotal holdings156
Assets growth rate0.3%Assets growth rate (2-Q avg)3.71%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Peddock Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Peddock Capital 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 417.095M in assets, with a quarterly growth rate of 0.3% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by John DeSimone, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -1.12%
13.82%
$57.642M
429,236 shares@ $134.29 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.03%
6.9%
$28.766M
267,421 shares@ $107.58 avg price
AAPLApple Inc
Recent Activity
Decreased -0.78%
6.49%
$27.047M
108,009 shares@ $250.42 avg price
AGGIshares Tr
Recent Activity
Decreased -12.92%
3.27%
$13.626M
140,620 shares@ $96.91 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.11%
2.14%
$8.901M
61,455 shares@ $144.85 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.78%
1.98%
$8.218M
46,899 shares@ $175.24 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.59%
1.65%
$6.841M
28,537 shares@ $239.71 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.07%
1.53%
$6.372M
33,661 shares@ $189.3 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -2.99%
1.37%
$5.705M
18,051 shares@ $316.05 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.34%
1.11%
$4.593M
8,722 shares@ $526.59 avg price