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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
ANETArista Networks Inc
Recent Activity
New Position
1.87%
$12.517M
113,241 shares@ $110.54 avg price
KDPKeurig Dr Pepper Inc
Recent Activity
New Position
0.71%
$4.759M
148,159 shares@ $32.13 avg price
ABNBAirbnb Inc
Recent Activity
New Position
0.57%
$3.793M
28,861 shares@ $131.42 avg price
EFXEquifax Inc
Recent Activity
New Position
0.46%
$3.07M
12,046 shares@ $254.86 avg price
VLOValero Energy Corp
Recent Activity
New Position
0.34%
$2.231M
18,198 shares@ $122.6 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.13%
$858,995
3,185 shares@ $269.71 avg price
SBRSabine Rty Tr
Recent Activity
New Position
0.13%
$837,799
12,927 shares@ $64.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.06%
$382,274
7,994 shares@ $47.83 avg price
HAYWHayward Hldgs Inc
Recent Activity
New Position
0.05%
$319,103
20,870 shares@ $15.3 avg price
CCitigroup Inc
Recent Activity
New Position
0.04%
$210,959
2,997 shares@ $70.4 avg price