Steve Solano
@Kanen Wealth Management Llc
Latest period2024 - Q4ReportedManaged Assets$268.744MTotal holdings25
Assets growth rate43.31%Assets growth rate (2-Q avg)29.68%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Kanen Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 25 positions.
Assets under management
The assets under management (AUM) of Kanen Wealth Management 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 - Q4, they manage 268.744M in assets, with a quarterly growth rate of 43.31% and a 2-quarter average growth rate of 29.68%. The portfolio is managed by Steve Solano, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MAMastercard Incorporated
| 0.2% | $526,570 1,000 shares@ $526.57 avg price | |
AMZNAmazon Com Inc
| 0.15% | $401,703 1,831 shares@ $219.39 avg price | |
TSLATesla Inc
| 0.12% | $309,041 766 shares@ $403.45 avg price | Decreased -1.03% |
VVisa Inc
| 0.1% | $252,832 800 shares@ $316.04 avg price | |
MSFTMicrosoft Corp
| 0.09% | $224,196 521 shares@ $430.32 avg price |