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Julie Gerron

@Sendero Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$671.275MTotal holdings161
Assets growth rate5.84%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sendero Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Sendero Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 671.275M in assets, with a quarterly growth rate of 5.84% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by Julie Gerron, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Increased 0.09%
22.93%
$153.872M
530,941 shares@ $289.81 avg price
GNRSpdr Index Shs Fds
Recent Activity
Decreased -10.12%
4.63%
$31.064M
624,277 shares@ $49.77 avg price
ITOTIshares Tr
Recent Activity
Decreased -11.01%
4.06%
$27.187M
211,372 shares@ $128.63 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.41%
3.54%
$23.727M
125,340 shares@ $189.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.39%
2.98%
$19.988M
91,107 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.65%
2.83%
$18.974M
141,294 shares@ $134.3 avg price
EAGL2023 Etf Series Trust
Recent Activity
Increased 39.13%
2.76%
$18.502M
664,359 shares@ $27.86 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.02%
2.75%
$18.439M
43,747 shares@ $421.5 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.39%
2.11%
$14.127M
26,218 shares@ $538.82 avg price
AAPLApple Inc
Recent Activity
Decreased -12.64%
2.09%
$13.999M
55,904 shares@ $250.43 avg price