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Katie Fischer

@Market Street Wealth Management Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$595.708MTotal holdings98
Assets growth rate-2.04%Assets growth rate (2-Q avg)1.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Market Street Wealth Management Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Market Street Wealth Management Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 595.708M in assets, with a quarterly growth rate of -2.04% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Katie Fischer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GEGe Aerospace
Recent Activity
New Position
0.06%
$300,556
1,802 shares@ $166.8 avg price
BACBank America Corp
Recent Activity
New Position
0.05%
$254,866
5,799 shares@ $43.95 avg price
GOOGAlphabet Inc
Recent Activity
New Position
0.04%
$211,960
1,113 shares@ $190.45 avg price
RJFRaymond James Finl Inc
Recent Activity
New Position
0.04%
$209,851
1,351 shares@ $155.34 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.04%
$204,019
880 shares@ $231.84 avg price