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Jack Alexander Earp

@Donoghue Forlines Llc

Latest period2024 - Q4ReportedManaged Assets$298.995MTotal holdings99
Assets growth rate-14.76%Assets growth rate (2-Q avg)-7.54%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Donoghue Forlines Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Donoghue Forlines Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.995M in assets, with a quarterly growth rate of -14.76% and a 2-quarter average growth rate of -7.54%. The portfolio is managed by Jack Alexander Earp, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Exited
0%
$22.862M
249,011 shares@ $91.82 avg price
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$6.027M
61,630 shares@ $97.8 avg price
USHYIshares Tr
Recent Activity
Exited
0%
$5.9M
156,710 shares@ $37.66 avg price
DFRATrimtabs Etf Tr
Recent Activity
Exited
0%
$5.262M
166,881 shares@ $31.54 avg price
HYGIshares Tr
Recent Activity
Exited
0%
$5.01M
62,393 shares@ $80.31 avg price
DFNVTrimtabs Etf Tr
Recent Activity
Exited
0%
$4.699M
139,808 shares@ $33.62 avg price
AAPLApple Inc
Recent Activity
Exited
0%
$4.188M
17,973 shares@ $233.0 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$3.848M
22,629 shares@ $170.05 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$3.734M
21,646 shares@ $172.5 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$2.876M
10,603 shares@ $271.21 avg price