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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
IQLTIshares Tr
Recent Activity
Increased 6.12%
1.43%
$15.928M
429,083 shares@ $37.12 avg price
IBMOIshares Tr
Recent Activity
Decreased -1.24%
1.43%
$15.859M
622,914 shares@ $25.47 avg price
IBMPIshares Tr
Recent Activity
Decreased -1.21%
1.42%
$15.797M
628,341 shares@ $25.15 avg price
IBMQIshares Tr
Recent Activity
Decreased -1.18%
1.42%
$15.782M
626,748 shares@ $25.19 avg price
IMTMIshares Tr
Recent Activity
Increased 4.13%
1.34%
$14.879M
397,824 shares@ $37.41 avg price
DSMCEtf Ser Solutions
Recent Activity
Increased 5.89%
1.25%
$13.844M
396,107 shares@ $34.96 avg price
WDWalker & Dunlop Inc
Recent Activity
1.21%
$13.454M
138,401 shares@ $97.21 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 23.39%
1.07%
$11.844M
28,100 shares@ $421.5 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.56%
1.05%
$11.608M
28,282 shares@ $410.44 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.67%
1.04%
$11.497M
67,907 shares@ $169.31 avg price