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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
AMPAmeriprise Finl Inc
Recent Activity
Exited
0%
$2.865M
6,099 shares@ $469.81 avg price
SHYGIshares Tr
Recent Activity
Exited
0%
$2.82M
64,946 shares@ $43.42 avg price
HYLBDbx Etf Tr
Recent Activity
Exited
0%
$2.817M
76,305 shares@ $36.93 avg price
AMAntero Midstream Corp
Recent Activity
Exited
0%
$2.775M
184,401 shares@ $15.05 avg price
SYFSynchrony Financial
Recent Activity
Exited
0%
$2.722M
54,561 shares@ $49.89 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$2.553M
15,753 shares@ $162.06 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.436M
6,347 shares@ $383.83 avg price
SPOTSpotify Technology S A
Recent Activity
Exited
0%
$2.353M
6,385 shares@ $368.53 avg price
PANWPalo Alto Networks Inc
Recent Activity
Exited
0%
$2.278M
6,665 shares@ $341.8 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$2.236M
7,972 shares@ $280.48 avg price