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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
AMZNAmazon Com Inc
Recent Activity
Increased 6.38%
1.62%
$9.471M
50,830 shares@ $186.34 avg price
IJRIshares Tr
Recent Activity
Increased 1.8%
1.54%
$8.974M
76,723 shares@ $116.96 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.8%
1.39%
$8.103M
14,156 shares@ $572.45 avg price
GOVTIshares Tr
Recent Activity
Increased 0.61%
1.36%
$7.949M
338,964 shares@ $23.46 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.79%
1.34%
$7.795M
48,097 shares@ $162.07 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 6.32%
1.33%
$7.731M
91,457 shares@ $84.53 avg price
IVVIshares Tr
Recent Activity
Decreased -3.71%
1.06%
$6.154M
10,669 shares@ $576.79 avg price
TSLATesla Inc
Recent Activity
Increased 7.83%
0.99%
$5.785M
22,110 shares@ $261.63 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 9.29%
0.98%
$5.726M
108,428 shares@ $52.82 avg price
NFLXNetflix Inc
Recent Activity
Decreased -6.73%
0.98%
$5.677M
8,004 shares@ $709.3 avg price