Jeffrey S. Sargent
@Stansberry Asset Management, Llc
Latest period2024 - Q3ReportedManaged Assets$800.717MTotal holdings125
Assets growth rate5.02%Assets growth rate (2-Q avg)3.96%Continuous growth in asset value8 quarters
Portfolio positions
This chart displays the top 10 holdings in Stansberry Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 125 positions.
Assets under management
The assets under management (AUM) of Stansberry Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 800.717M in assets, with a quarterly growth rate of 5.02% and a 2-quarter average growth rate of 3.96%. The portfolio is managed by Jeffrey S. Sargent, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANSSAnsys Inc
| 1.3% | $10.396M 32,627 shares@ $318.63 avg price | New Position |
0925⤦Blackstone Mortgage Trust In
| 0.5% | $3.969M 4.189M shares@ $0.95 avg price | New Position |
FLUTFlutter Entmt Plc
| 0.1% | $751,703 3,168 shares@ $237.28 avg price | New Position |
3899⤦Grayscale Bitcoin Mini Tr Bt
| 0.02% | $136,651 24,272 shares@ $5.63 avg price | New Position |