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 |
---|---|---|---|
METAMeta Platforms Inc
| 1.17% | $9.343M 16,322 shares@ $572.45 avg price | Increased 6.43% |
CMECme Group Inc
| 1.15% | $9.189M 41,645 shares@ $220.66 avg price | Increased 0.82% |
CSLCarlisle Cos Inc
| 1.1% | $8.792M 19,549 shares@ $449.76 avg price | Decreased -1.05% |
CRHCrh Plc
| 1.1% | $8.772M 94,591 shares@ $92.74 avg price | Decreased -0.95% |
MTNVail Resorts Inc
| 1.1% | $8.729M 50,081 shares@ $174.29 avg price | Decreased -0.25% |
HDHome Depot Inc
| 1.08% | $8.606M 21,239 shares@ $405.21 avg price | Increased 4.46% |
TRVTravelers Companies Inc
| 1.05% | $8.395M 35,856 shares@ $234.12 avg price | Increased 4.16% |
CTASCintas Corp
| 1.01% | $8.067M 39,183 shares@ $205.89 avg price | Increased 323.65% |
RNRRenaissancere Hldgs Ltd
| 0.99% | $7.851M 28,821 shares@ $272.4 avg price | Increased 2.91% |
NVDANvidia Corporation
| 0.98% | $7.775M 64,022 shares@ $121.45 avg price | Increased 8.63% |