test

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
BONDPimco Etf Tr
Recent Activity
Exited
0%
$603,336
6,377 shares@ $94.62 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$472,733
913 shares@ $517.78 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$319,912
2,806 shares@ $114.01 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$302,092
3,057 shares@ $98.82 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$264,212
820 shares@ $322.21 avg price
CLFCleveland-cliffs Inc New
Recent Activity
Exited
0%
$258,324
20,229 shares@ $12.77 avg price
STAGStag Indl Inc
Recent Activity
Exited
0%
$217,692
5,569 shares@ $39.09 avg price
IRIngersoll Rand Inc
Recent Activity
Exited
0%
$213,204
2,172 shares@ $98.17 avg price
DOWDow Inc
Recent Activity
Exited
0%
$209,670
3,838 shares@ $54.64 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$205,008
2,776 shares@ $73.86 avg price