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