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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.62%
6.03%
$24.602M
309,774 shares@ $79.43 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 117.58%
1.44%
$5.871M
70,101 shares@ $83.75 avg price
UBERUber Technologies Inc
Recent Activity
Increased 7.88%
0.59%
$2.373M
31,571 shares@ $75.16 avg price
LRCXLam Research Corp
Recent Activity
Increased 18.06%
0.54%
$2.177M
2,668 shares@ $816.11 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.01%
0.43%
$1.742M
20,994 shares@ $83.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.31%
0.4%
$1.611M
3,053 shares@ $527.68 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 2.23%
0.34%
$1.353M
22,929 shares@ $59.03 avg price
ASMLAsml Holding N V
Recent Activity
Increased 15.16%
0.33%
$1.342M
1,611 shares@ $833.26 avg price
PEPPepsico Inc
Recent Activity
Increased 0.02%
0.27%
$1.068M
6,283 shares@ $170.04 avg price
CVXChevron Corp New
Recent Activity
Increased 0.1%
0.2%
$804,751
5,464 shares@ $147.29 avg price