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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
QXOQxo Inc
Recent Activity
Increased 5365.15%
1.16%
$3.041M
191,280 shares@ $15.9 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -38.27%
1.11%
$2.898M
84,917 shares@ $34.13 avg price
IJHIshares Tr
Recent Activity
Increased 11.12%
1.06%
$2.774M
44,527 shares@ $62.32 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.47%
1.05%
$2.744M
11,420 shares@ $240.29 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
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 9.95%
0.76%
$1.977M
22,132 shares@ $89.34 avg price
IDEVIshares Tr
Recent Activity
Decreased -37.31%
0.71%
$1.851M
28,704 shares@ $64.47 avg price
RINGIshares Inc
Recent Activity
Decreased -17.84%
0.64%
$1.675M
59,571 shares@ $28.11 avg price