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Amy King

@Kathmere Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.115BTotal holdings410
Assets growth rate4.55%Assets growth rate (2-Q avg)8.75%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Kathmere Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 410 positions.

Assets under management

The assets under management (AUM) of Kathmere Capital 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 - Q4, they manage 1.115B in assets, with a quarterly growth rate of 4.55% and a 2-quarter average growth rate of 8.75%. The portfolio is managed by Amy King, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QMOMEa Series Trust
Recent Activity
Decreased -2.32%
0.56%
$6.156M
95,991 shares@ $64.14 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -4.74%
0.42%
$4.617M
40,087 shares@ $115.19 avg price
JVALJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.36%
0.41%
$4.555M
105,438 shares@ $43.21 avg price
IBMRIshares Tr
Recent Activity
Decreased -70.15%
0.36%
$3.921M
156,982 shares@ $24.98 avg price
JMOMJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.95%
0.33%
$3.593M
61,657 shares@ $58.27 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -7.79%
0.3%
$3.283M
22,697 shares@ $144.63 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.88%
0.29%
$3.181M
55,540 shares@ $57.28 avg price
USHYIshares Tr
Recent Activity
Decreased -0.35%
0.25%
$2.773M
75,377 shares@ $36.8 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -30.55%
0.25%
$2.705M
53,345 shares@ $50.72 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.29%
0.24%
$2.66M
5,258 shares@ $505.86 avg price