Kevin Sweeney

@Biltmore Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$240.14M

Total holdings55

Assets growth rate-1.35%

Assets growth rate (2-Q avg)2.06%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Biltmore Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Biltmore Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 240.14M in assets, with a quarterly growth rate of -1.35% and a 2-quarter average growth rate of 2.06%. The portfolio is managed by Kevin Sweeney, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHYIshares Tr Recent Activity Decreased -0.21%	0.39%	$930,818 11,354 shares@ $81.99 avg price	Decreased -0.21%
AMEAmetek Inc Recent Activity Decreased -0.38%	0.37%	$882,278 4,894 shares@ $180.28 avg price	Decreased -0.38%
TMOThermo Fisher Scientific Inc Recent Activity Decreased -0.21%	0.3%	$716,252 1,377 shares@ $520.16 avg price	Decreased -0.21%
MUMicron Technology Inc Recent Activity Decreased -10.5%	0.28%	$648,472 7,705 shares@ $84.17 avg price	Decreased -10.5%
AFLAflac Inc Recent Activity Decreased -1.16%	0.26%	$605,726 5,856 shares@ $103.44 avg price	Decreased -1.16%
FCXFreeport-mcmoran Inc Recent Activity Decreased -0.03%	0.25%	$582,773 15,304 shares@ $38.08 avg price	Decreased -0.03%
MDTMedtronic Plc Recent Activity Decreased -0.38%	0.23%	$551,043 6,898 shares@ $79.89 avg price	Decreased -0.38%
TAt&t Inc Recent Activity Decreased -0.08%	0.11%	$252,681 11,097 shares@ $22.78 avg price	Decreased -0.08%