test

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
CSLCarlisle Cos Inc
Recent Activity
Decreased -1.05%
1.1%
$8.792M
19,549 shares@ $449.76 avg price
CRHCrh Plc
Recent Activity
Decreased -0.95%
1.1%
$8.772M
94,591 shares@ $92.74 avg price
MTNVail Resorts Inc
Recent Activity
Decreased -0.25%
1.1%
$8.729M
50,081 shares@ $174.29 avg price
TFPMTriple Flag Precious Metal
Recent Activity
Decreased -0.17%
0.97%
$7.697M
475,714 shares@ $16.19 avg price
4013⤦Guardant Health Inc
Recent Activity
Decreased -4.34%
0.92%
$7.329M
9.16M shares@ $0.81 avg price
DHRDanaher Corporation
Recent Activity
Decreased -4.44%
0.91%
$7.216M
25,955 shares@ $278.03 avg price
NVRNvr Inc
Recent Activity
Decreased -24.1%
0.84%
$6.672M
680 shares@ $9811.8 avg price
KVUEKenvue Inc
Recent Activity
Decreased -4.85%
0.69%
$5.452M
235,721 shares@ $23.14 avg price
HSYHershey Co
Recent Activity
Decreased -3.09%
0.67%
$5.311M
27,694 shares@ $191.78 avg price
MBBIshares Tr
Recent Activity
Decreased -5.74%
0.59%
$4.706M
49,117 shares@ $95.82 avg price