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Nicole Spitzley

@Rehmann Capital Advisory Group

Latest period2024 - Q3ReportedManaged Assets$1.53BTotal holdings593
Assets growth rate9.62%Assets growth rate (2-Q avg)6.84%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rehmann Capital Advisory Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 593 positions.

Assets under management

The assets under management (AUM) of Rehmann Capital Advisory Group 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 1.53B in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Nicole Spitzley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.68%
2.49%
$38.081M
163,414 shares@ $233.04 avg price
IVVIshares Tr
Recent Activity
Decreased -0.26%
2.39%
$36.483M
63,248 shares@ $576.82 avg price
ITOTIshares Tr
Recent Activity
Decreased -28.25%
2.24%
$34.233M
273,352 shares@ $125.24 avg price
USMVIshares Tr
Recent Activity
Decreased -1.41%
1.65%
$25.227M
276,121 shares@ $91.37 avg price
IJRIshares Tr
Recent Activity
Decreased -3.66%
1.49%
$22.739M
194,341 shares@ $117.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.45%
1.29%
$19.726M
45,803 shares@ $430.68 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.93%
1.29%
$19.705M
343,653 shares@ $57.35 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.38%
0.98%
$14.935M
32,432 shares@ $460.49 avg price
AGGIshares Tr
Recent Activity
Decreased -20.53%
0.85%
$12.962M
128,124 shares@ $101.17 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -58.19%
0.85%
$12.898M
283,546 shares@ $45.49 avg price