test

Lisa Tamburini

@Choreo, Llc

Latest period2024 - Q3ReportedManaged Assets$6.817BTotal holdings1628
Assets growth rate14.39%Assets growth rate (2-Q avg)33.71%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choreo, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1628 positions.

Assets under management

The assets under management (AUM) of Choreo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.817B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Lisa Tamburini, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGUIshares Tr
Recent Activity
Decreased -1.06%
0.31%
$20.808M
166,507 shares@ $124.97 avg price
IVEIshares Tr
Recent Activity
Decreased -0.4%
0.31%
$20.779M
105,658 shares@ $196.67 avg price
IXUSIshares Tr
Recent Activity
Decreased -1.95%
0.27%
$18.247M
252,134 shares@ $72.37 avg price
EEMIshares Tr
Recent Activity
Decreased -1.4%
0.22%
$14.777M
319,914 shares@ $46.2 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -9.07%
0.22%
$14.501M
553,236 shares@ $26.22 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.55%
0.18%
$12.236M
40,385 shares@ $302.98 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.29%
0.18%
$11.751M
68,567 shares@ $171.39 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.06%
0.16%
$10.445M
91,979 shares@ $113.56 avg price
EFVIshares Tr
Recent Activity
Decreased -1.07%
0.16%
$10.414M
182,222 shares@ $57.16 avg price
MTUMIshares Tr
Recent Activity
Decreased -4.14%
0.14%
$9.323M
46,240 shares@ $201.64 avg price