Brant Kairies

@Access Financial Services, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$224.505M

Total holdings104

Assets growth rate2.99%

Assets growth rate (2-Q avg)1.05%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Access Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Access Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 224.505M in assets, with a quarterly growth rate of 2.99% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Brant Kairies, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SEPZListed Fd Tr Recent Activity Exited	0%	$12.674M 325,832 shares@ $38.9 avg price	Exited
JNJJohnson & Johnson Recent Activity Exited	0%	$1.671M 10,312 shares@ $162.07 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$284,387 321 shares@ $885.95 avg price	Exited
MDTMedtronic Plc Recent Activity Exited	0%	$250,944 2,787 shares@ $90.05 avg price	Exited