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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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.493M
25,050 shares@ $59.61 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$805,127
13,320 shares@ $60.45 avg price
SMMUPimco Etf Tr
Recent Activity
Exited
0%
$528,538
10,598 shares@ $49.88 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$431,553
18,049 shares@ $23.92 avg price
AZOAutozone Inc
Recent Activity
Exited
0%
$409,045
138 shares@ $2964.1 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$373,484
16,854 shares@ $22.16 avg price
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$373,214
3,743 shares@ $99.71 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Exited
0%
$297,800
40,027 shares@ $7.44 avg price
DXCMDexcom Inc
Recent Activity
Exited
0%
$270,751
2,388 shares@ $113.38 avg price
KMIKinder Morgan Inc Del
Recent Activity
Exited
0%
$249,782
12,569 shares@ $19.88 avg price