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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
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.05%
$523,796
22,223 shares@ $23.57 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.05%
$522,929
22,158 shares@ $23.61 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.05%
$498,402
4,022 shares@ $123.92 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.05%
$484,785
4,386 shares@ $110.54 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.05%
$451,292
1,372 shares@ $328.94 avg price
HSYHershey Co
Recent Activity
New Position
0.04%
$401,276
2,370 shares@ $169.32 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.04%
$400,279
1,085 shares@ $368.93 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.04%
$373,293
730 shares@ $511.37 avg price
SYKStryker Corporation
Recent Activity
New Position
0.03%
$291,166
809 shares@ $359.91 avg price
MDTMedtronic Plc
Recent Activity
New Position
0.03%
$290,843
3,641 shares@ $79.88 avg price