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Dane Petty

@Lee Johnson Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$189.502MTotal holdings29
Assets growth rate-2.55%Assets growth rate (2-Q avg)-1.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lee Johnson Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Lee Johnson Capital Management, 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 189.502M in assets, with a quarterly growth rate of -2.55% and a 2-quarter average growth rate of -1.65%. The portfolio is managed by Dane Petty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 7.28%
8.92%
$16.898M
299,711 shares@ $56.38 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 10.93%
8.65%
$16.387M
284,845 shares@ $57.54 avg price
AAPLApple Inc
Recent Activity
Increased 2.33%
3.57%
$6.748M
26,948 shares@ $250.43 avg price
TSLATesla Inc
Recent Activity
Increased 1.68%
3.5%
$6.617M
16,385 shares@ $403.84 avg price
IJRIshares Tr
Recent Activity
Increased 28.97%
3.17%
$5.999M
52,067 shares@ $115.23 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 121.93%
2.85%
$5.391M
30,768 shares@ $175.24 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.74%
2.76%
$5.226M
23,820 shares@ $219.4 avg price
WMBWilliams Cos Inc
Recent Activity
Increased 1.79%
2.61%
$4.939M
91,257 shares@ $54.13 avg price
AXPAmerican Express Co
Recent Activity
Increased 1.98%
2.53%
$4.788M
16,132 shares@ $296.79 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 2.73%
2.5%
$4.722M
13,801 shares@ $342.16 avg price