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Wayne Bell-Warren

@Gainplan Llc

Latest period2024 - Q4ReportedManaged Assets$263.461MTotal holdings53
Assets growth rate24.53%Assets growth rate (2-Q avg)13.36%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Gainplan Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Gainplan Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 263.461M in assets, with a quarterly growth rate of 24.53% and a 2-quarter average growth rate of 13.36%. The portfolio is managed by Wayne Bell-Warren, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 52.12%
40.62%
$107.008M
252,419 shares@ $423.93 avg price
SPXLDirexion Shs Etf Tr
Recent Activity
Increased 275.25%
4.02%
$10.572M
62,666 shares@ $168.7 avg price
VVVanguard Index Fds
Recent Activity
Increased 10.97%
3.24%
$8.524M
31,605 shares@ $269.71 avg price
CSHINeos Etf Trust
Recent Activity
Increased 78.64%
2.29%
$6.03M
121,041 shares@ $49.83 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 1.79%
1.25%
$3.271M
85,240 shares@ $38.37 avg price
QXOQxo Inc
Recent Activity
Increased 5365.15%
1.16%
$3.041M
191,280 shares@ $15.9 avg price
IJHIshares Tr
Recent Activity
Increased 11.12%
1.06%
$2.774M
44,527 shares@ $62.32 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 8.05%
1.03%
$2.707M
61,474 shares@ $44.05 avg price
SPYINeos Etf Trust
Recent Activity
Increased 137.68%
0.93%
$2.436M
47,939 shares@ $50.83 avg price
AAPLApple Inc
Recent Activity
Increased 3.55%
0.8%
$2.087M
8,334 shares@ $250.43 avg price