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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
IVVIshares Tr
Recent Activity
Increased 0.53%
5.09%
$21.212M
36,032 shares@ $588.69 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 2.68%
2.68%
$11.154M
19,583 shares@ $569.6 avg price
VBVanguard Index Fds
Recent Activity
Increased 4.88%
2.54%
$10.572M
43,998 shares@ $240.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.69%
2.34%
$9.719M
16,584 shares@ $586.07 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 7.12%
1.82%
$7.561M
96,919 shares@ $78.02 avg price
IWMIshares Tr
Recent Activity
Increased 1.11%
1.41%
$5.862M
26,530 shares@ $220.96 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.19%
1.33%
$5.521M
13,099 shares@ $421.49 avg price
MCKMckesson Corp
Recent Activity
Increased 0.54%
1.1%
$4.577M
8,031 shares@ $569.94 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.85%
0.89%
$3.697M
16,850 shares@ $219.4 avg price
PAVEGlobal X Fds
Recent Activity
Increased 0.23%
0.88%
$3.645M
90,201 shares@ $40.41 avg price