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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
LMBSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.14%
$2.032M
40,450 shares@ $50.24 avg price
STZConstellation Brands Inc
Recent Activity
New Position
0.07%
$928,199
3,478 shares@ $266.88 avg price
LKQLkq Corp
Recent Activity
New Position
0.05%
$633,690
15,630 shares@ $40.55 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.04%
$520,598
21,763 shares@ $23.93 avg price
IWVIshares Tr
Recent Activity
New Position
0.03%
$452,373
1,384 shares@ $326.86 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.03%
$380,630
10,232 shares@ $37.2 avg price
SOXXIshares Tr
Recent Activity
New Position
0.03%
$342,379
1,484 shares@ $230.72 avg price
INFYInfosys Ltd
Recent Activity
New Position
0.02%
$299,611
13,453 shares@ $22.28 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.02%
$291,191
1,119 shares@ $260.23 avg price
RNRRenaissancere Hldgs Ltd
Recent Activity
New Position
0.02%
$255,653
934 shares@ $273.72 avg price