Julie Gerron

@Sendero Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$671.275M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity Exited	0%	$10.456M 27,241 shares@ $383.83 avg price	Exited
ASMLAsml Holding N V Recent Activity Exited	0%	$3.498M 4,198 shares@ $833.26 avg price	Exited
NFLXNetflix Inc Recent Activity Exited	0%	$656,075 925 shares@ $709.28 avg price	Exited
OXYOccidental Pete Corp Recent Activity Exited	0%	$550,860 10,688 shares@ $51.55 avg price	Exited
SPLGSpdr Ser Tr Recent Activity Exited	0%	$516,992 7,658 shares@ $67.52 avg price	Exited
SUNSunoco Lp Sunoco Fin Corp Recent Activity Exited	0%	$321,758 5,994 shares@ $53.69 avg price	Exited
NEENextera Energy Inc Recent Activity Exited	0%	$206,930 2,448 shares@ $84.54 avg price	Exited