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Grant Wilson

@Defender Capital, Llc.

Latest period2024 - Q3ReportedManaged Assets$301.147MTotal holdings35
Assets growth rate2.89%Assets growth rate (2-Q avg)1.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Defender Capital, Llc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Defender Capital, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 301.147M in assets, with a quarterly growth rate of 2.89% and a 2-quarter average growth rate of 1.23%. The portfolio is managed by Grant Wilson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -7.67%
0.56%
$1.677M
7,195 shares@ $233.02 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.11%
0.47%
$1.401M
7,520 shares@ $186.34 avg price