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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
QQQInvesco Qqq Tr
Recent Activity
Increased 2.48%
0.42%
$28.574M
59,373 shares@ $481.28 avg price
IWMIshares Tr
Recent Activity
Increased 8.2%
0.41%
$27.456M
126,008 shares@ $217.9 avg price
SCZIshares Tr
Recent Activity
Increased 0.72%
0.41%
$27.374M
406,688 shares@ $67.32 avg price
FIFiserv Inc
Recent Activity
Increased 0.14%
0.4%
$26.967M
148,737 shares@ $181.31 avg price
LLYEli Lilly & Co
Recent Activity
Increased 9.14%
0.4%
$26.964M
30,486 shares@ $884.48 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.05%
0.37%
$24.829M
361,012 shares@ $68.78 avg price
AVGOBroadcom Inc
Recent Activity
Increased 984.63%
0.37%
$24.788M
147,943 shares@ $167.56 avg price
VVVanguard Index Fds
Recent Activity
Increased 5.56%
0.36%
$24.431M
93,622 shares@ $260.96 avg price
WFCWells Fargo Co New
Recent Activity
Increased 28.29%
0.36%
$23.869M
429,962 shares@ $55.52 avg price
TSLATesla Inc
Recent Activity
Increased 4.45%
0.35%
$23.637M
91,609 shares@ $258.03 avg price