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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
QUALIshares Tr
Recent Activity
Increased 4.16%
0.86%
$3.576M
20,080 shares@ $178.09 avg price
BACBank America Corp
Recent Activity
Increased 0.08%
0.84%
$3.484M
79,268 shares@ $43.96 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 1.21%
0.84%
$3.471M
71,812 shares@ $48.33 avg price
DRIDarden Restaurants Inc
Recent Activity
Increased 0.6%
0.78%
$3.238M
17,342 shares@ $186.7 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.05%
0.78%
$3.219M
13,845 shares@ $232.54 avg price
MTUMIshares Tr
Recent Activity
Increased 5.95%
0.77%
$3.193M
15,429 shares@ $206.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.42%
0.76%
$3.162M
6,185 shares@ $511.2 avg price
ALLAllstate Corp
Recent Activity
Increased 0.45%
0.76%
$3.149M
16,334 shares@ $192.79 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 0.58%
0.76%
$3.137M
37,126 shares@ $84.5 avg price
CMICummins Inc
Recent Activity
Increased 0.02%
0.72%
$2.97M
8,521 shares@ $348.6 avg price