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Bryce Carey

@Northlanding Financial Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$99.113MTotal holdings35
Assets growth rate-1.98%Assets growth rate (2-Q avg)2.35%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Northlanding Financial Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Northlanding Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 99.113M in assets, with a quarterly growth rate of -1.98% and a 2-quarter average growth rate of 2.35%. The portfolio is managed by Bryce Carey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -3.89%
27.25%
$27.004M
45,873 shares@ $588.68 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -2.38%
8.03%
$7.95M
46,958 shares@ $169.3 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -8.06%
1.76%
$1.742M
4,243 shares@ $410.48 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -3.65%
1.33%
$1.31M
7,086 shares@ $184.87 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.49%
0.55%
$543,691
1,199 shares@ $453.46 avg price
EVSDMorgan Stanley Etf Trust
Recent Activity
Decreased -2.81%
0.44%
$429,251
8,505 shares@ $50.48 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.2%
0.43%
$425,701
5,920 shares@ $71.91 avg price