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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
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
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.27%
2.05%
$8.34M
9,408 shares@ $886.54 avg price
LLYEli Lilly & Co
Recent Activity
1.64%
$6.684M
7,545 shares@ $885.94 avg price
VVisa Inc
Recent Activity
Decreased -3.49%
1.59%
$6.487M
23,595 shares@ $274.95 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 117.58%
1.44%
$5.871M
70,101 shares@ $83.75 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.93%
1.41%
$5.725M
108,412 shares@ $52.81 avg price
EFAIshares Tr
Recent Activity
Decreased -0.06%
1.4%
$5.709M
68,269 shares@ $83.64 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.22%
1.36%
$5.512M
9,427 shares@ $584.71 avg price
IVVIshares Tr
Recent Activity
Decreased -9.73%
1.34%
$5.464M
9,473 shares@ $576.84 avg price