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Mark Buchanan

@Ern Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$666.537MTotal holdings190
Assets growth rate1.41%Assets growth rate (2-Q avg)-22.03%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ern Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Ern Financial, 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 - Q4, they manage 666.537M in assets, with a quarterly growth rate of 1.41% and a 2-quarter average growth rate of -22.03%. The portfolio is managed by Mark Buchanan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHYGIshares Tr
Recent Activity
Decreased -0.84%
0.05%
$319,397
7,496 shares@ $42.61 avg price
IBMInternational Business Machs
Recent Activity
Decreased -10.05%
0.05%
$318,476
1,449 shares@ $219.8 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -13.84%
0.05%
$287,164
6,637 shares@ $43.27 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -8.79%
0.05%
$283,016
5,815 shares@ $48.67 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -20.42%
0.04%
$218,453
5,463 shares@ $39.99 avg price
EFAVIshares Tr
Recent Activity
Decreased -21.34%
0.04%
$212,342
3,003 shares@ $70.71 avg price
BABoeing Co
Recent Activity
Decreased -15.64%
0.04%
$205,143
1,159 shares@ $177.0 avg price