test

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
ATKRAtkore Inc
Recent Activity
Exited
0%
$242,334
1,796 shares@ $134.93 avg price
CEIXConsol Energy Inc New
Recent Activity
Exited
0%
$235,452
2,308 shares@ $102.02 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Exited
0%
$234,372
2,736 shares@ $85.67 avg price
HEGDListed Fd Tr
Recent Activity
Exited
0%
$233,970
11,000 shares@ $21.27 avg price
SOXXIshares Tr
Recent Activity
Exited
0%
$228,542
927 shares@ $246.54 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Exited
0%
$223,171
2,056 shares@ $108.55 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Exited
0%
$218,031
3,470 shares@ $62.84 avg price
IWYIshares Tr
Recent Activity
Exited
0%
$215,731
1,006 shares@ $214.45 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$208,278
4,725 shares@ $44.08 avg price
GTLSChart Inds Inc
Recent Activity
Exited
0%
$206,839
1,433 shares@ $144.34 avg price