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Amanda Bruner

@Jt Stratford Llc

Latest period2024 - Q3ReportedManaged Assets$584.806MTotal holdings282
Assets growth rate8.65%Assets growth rate (2-Q avg)7.92%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Jt Stratford Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Jt Stratford Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 584.806M in assets, with a quarterly growth rate of 8.65% and a 2-quarter average growth rate of 7.92%. The portfolio is managed by Amanda Bruner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Increased 20.25%
6.76%
$39.533M
526,332 shares@ $75.12 avg price
IWBIshares Tr
Recent Activity
Increased 3.18%
4.82%
$28.146M
89,526 shares@ $314.4 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 3.32%
4.69%
$27.416M
729,928 shares@ $37.57 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 2.39%
3.64%
$21.277M
107,429 shares@ $198.06 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.83%
3.12%
$18.228M
150,099 shares@ $121.45 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 16.53%
2.85%
$16.641M
198,696 shares@ $83.75 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.59%
2.5%
$14.61M
29,934 shares@ $488.07 avg price
AAPLApple Inc
Recent Activity
Increased 4.21%
2.27%
$13.244M
56,843 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.33%
2.27%
$13.233M
30,752 shares@ $430.31 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.52%
1.67%
$9.71M
58,547 shares@ $165.86 avg price