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Kimberly Wilmore

@Bray Capital Advisors

Latest period2024 - Q3ReportedManaged Assets$408.236MTotal holdings258
Assets growth rate2.43%Assets growth rate (2-Q avg)1.82%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bray Capital Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 258 positions.

Assets under management

The assets under management (AUM) of Bray Capital Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 408.236M in assets, with a quarterly growth rate of 2.43% and a 2-quarter average growth rate of 1.82%. The portfolio is managed by Kimberly Wilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -2.34%
6.45%
$26.303M
216,595 shares@ $121.45 avg price
IGSBIshares Tr
Recent Activity
Decreased -2.93%
5.12%
$20.878M
396,475 shares@ $52.67 avg price
AAPLApple Inc
Recent Activity
Decreased -1.83%
3.53%
$14.384M
61,735 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.37%
3.32%
$13.522M
72,572 shares@ $186.34 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.64%
3.19%
$13.011M
30,236 shares@ $430.31 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.33%
3.17%
$12.907M
77,822 shares@ $165.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.95%
2.58%
$10.496M
49,776 shares@ $210.87 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -3.23%
2.36%
$9.602M
28,093 shares@ $341.8 avg price
VBVanguard Index Fds
Recent Activity
Decreased -3.99%
2.21%
$9.004M
37,958 shares@ $237.21 avg price
IWMIshares Tr
Recent Activity
Decreased -5.41%
2.19%
$8.939M
40,468 shares@ $220.9 avg price