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travis weaver

@Weaver Consulting Group

Latest period2024 - Q4ReportedManaged Assets$325.112MTotal holdings220
Assets growth rate3.31%Assets growth rate (2-Q avg)6.57%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Weaver Consulting Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 220 positions.

Assets under management

The assets under management (AUM) of Weaver Consulting Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 325.112M in assets, with a quarterly growth rate of 3.31% and a 2-quarter average growth rate of 6.57%. The portfolio is managed by travis weaver, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.1%
0.07%
$227,131
449 shares@ $505.86 avg price
ITAIshares Tr
Recent Activity
Decreased -3.54%
0.07%
$209,740
1,443 shares@ $145.35 avg price
BCLIBrainstorm Cell Therapeutics
Recent Activity
Decreased -93.33%
0.02%
$35,464
15,623 shares@ $2.27 avg price
BLRXBiolinerx Ltd
Recent Activity
Decreased -63.01%
0.01%
$2,354
11,000 shares@ $0.22 avg price