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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PYPLPaypal Hldgs Inc
Recent Activity
Exited
0%
$11.709M
201,769 shares@ $58.03 avg price
CERECerevel Therapeutics Hldng I
Recent Activity
Exited
0%
$11.518M
281,694 shares@ $40.89 avg price
EQCEquity Comwlth
Recent Activity
Exited
0%
$5.528M
284,969 shares@ $19.4 avg price
HRHealthcare Rlty Tr
Recent Activity
Exited
0%
$716,966
43,505 shares@ $16.49 avg price
ASLEAersale Corporation
Recent Activity
Exited
0%
$163,623
23,645 shares@ $6.92 avg price
CRBUCaribou Biosciences Inc
Recent Activity
Exited
0%
$49,149
29,969 shares@ $1.64 avg price