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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
CMECme Group Inc
Recent Activity
Increased 0.82%
1.15%
$9.189M
41,645 shares@ $220.66 avg price
HDHome Depot Inc
Recent Activity
Increased 4.46%
1.08%
$8.606M
21,239 shares@ $405.21 avg price
TRVTravelers Companies Inc
Recent Activity
Increased 4.16%
1.05%
$8.395M
35,856 shares@ $234.12 avg price
CTASCintas Corp
Recent Activity
Increased 323.65%
1.01%
$8.067M
39,183 shares@ $205.89 avg price
RNRRenaissancere Hldgs Ltd
Recent Activity
Increased 2.91%
0.99%
$7.851M
28,821 shares@ $272.4 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.63%
0.98%
$7.775M
64,022 shares@ $121.45 avg price
PHParker-hannifin Corp
Recent Activity
Increased 6.38%
0.97%
$7.694M
12,177 shares@ $631.83 avg price
NVONovo-nordisk A S
Recent Activity
Increased 5.31%
0.93%
$7.433M
62,423 shares@ $119.08 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.88%
0.91%
$7.233M
15,716 shares@ $460.26 avg price
OROsisko Gold Royalties Ltd
Recent Activity
Increased 2.08%
0.83%
$6.642M
358,853 shares@ $18.51 avg price