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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
BCBrunswick Corp
Recent Activity
Decreased -65.34%
0.13%
$864,125
13,360 shares@ $64.69 avg price
PLXSPlexus Corp
Recent Activity
Decreased -24.32%
0.11%
$730,606
4,669 shares@ $156.49 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -7.61%
0.11%
$704,901
2,852 shares@ $247.17 avg price
IJRIshares Tr
Recent Activity
Decreased -1.11%
0.1%
$653,298
5,670 shares@ $115.23 avg price
CSLCarlisle Cos Inc
Recent Activity
Decreased -43.23%
0.07%
$455,149
1,234 shares@ $368.85 avg price
TRSTrimas Corp
Recent Activity
Decreased -23.4%
0.05%
$301,769
12,272 shares@ $24.6 avg price
AITApplied Indl Technologies In
Recent Activity
Decreased -55.46%
0.05%
$290,957
1,215 shares@ $239.48 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Decreased -69.5%
0.04%
$239,628
8,552 shares@ $28.03 avg price