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Jessica Schubel

@Onedigital Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$8.757BTotal holdings1431
Assets growth rate9.44%Assets growth rate (2-Q avg)17.58%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Onedigital Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1431 positions.

Assets under management

The assets under management (AUM) of Onedigital Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.757B in assets, with a quarterly growth rate of 9.44% and a 2-quarter average growth rate of 17.58%. The portfolio is managed by Jessica Schubel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WSTWest Pharmaceutical Svsc Inc
Recent Activity
Exited
0%
$290,183
881 shares@ $329.38 avg price
APTVAptiv Plc
Recent Activity
Exited
0%
$282,173
4,007 shares@ $70.43 avg price
CEFSprott Physical Gold & Silve
Recent Activity
Exited
0%
$279,351
12,669 shares@ $22.05 avg price
MSTRMicrostrategy Inc
Recent Activity
Exited
0%
$278,251
202 shares@ $1377.49 avg price
TWLOTwilio Inc
Recent Activity
Exited
0%
$272,347
4,794 shares@ $56.81 avg price
KRPKimbell Rty Partners Lp
Recent Activity
Exited
0%
$271,193
16,577 shares@ $16.36 avg price
STAGStag Indl Inc
Recent Activity
Exited
0%
$258,365
7,165 shares@ $36.06 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$250,647
2,981 shares@ $84.09 avg price
SORSource Cap Inc
Recent Activity
Exited
0%
$249,179
5,629 shares@ $44.27 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$244,453
3,905 shares@ $62.6 avg price