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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
CHTRCharter Communications Inc N
Recent Activity
New Position
0.03%
$289,298
844 shares@ $342.78 avg price
NTRSNorthern Tr Corp
Recent Activity
New Position
0.03%
$273,060
2,664 shares@ $102.5 avg price
SKMSk Telecom Co Ltd
Recent Activity
New Position
0.03%
$269,796
12,823 shares@ $21.05 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.03%
$257,481
3,479 shares@ $74.02 avg price
WELLWelltower Inc
Recent Activity
New Position
0.03%
$256,849
2,038 shares@ $126.03 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
New Position
0.03%
$254,696
2,549 shares@ $99.92 avg price
SQBlock Inc
Recent Activity
New Position
0.03%
$252,165
2,967 shares@ $84.99 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.03%
$245,410
1,097 shares@ $223.72 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.03%
$245,167
1,141 shares@ $214.88 avg price
VFHVanguard World Fd
Recent Activity
New Position
0.03%
$243,224
2,060 shares@ $118.07 avg price