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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
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.19%
$767,201
35,048 shares@ $21.9 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.09%
$347,571
9,620 shares@ $36.14 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.08%
$305,489
54,261 shares@ $5.63 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
New Position
0.08%
$304,890
124,955 shares@ $2.44 avg price
AMWLAmerican Well Corp
Recent Activity
New Position
0.03%
$94,800
10,000 shares@ $9.48 avg price
SMHVaneck Etf Trust
Recent Activity
New Position
0.01%
$22,827
93 shares@ $245.46 avg price
SOUNSoundhound Ai Inc
Recent Activity
New Position
0.01%
$5,942
1,275 shares@ $4.67 avg price