Amy King

@Kathmere Capital Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.115B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VBVanguard Index Fds Recent Activity Increased 1.15%	0.98%	$10.819M 45,025 shares@ $240.28 avg price	Increased 1.15%
FNDESchwab Strategic Tr Recent Activity Increased 3.02%	0.92%	$10.227M 352,041 shares@ $29.05 avg price	Increased 3.02%
NVDANvidia Corporation Recent Activity Increased 10.11%	0.66%	$7.334M 54,611 shares@ $134.29 avg price	Increased 10.11%
SCHFSchwab Strategic Tr Recent Activity Increased 100.41%	0.66%	$7.294M 394,283 shares@ $18.5 avg price	Increased 100.41%
EFVIshares Tr Recent Activity Increased 1.54%	0.57%	$6.249M 119,097 shares@ $52.48 avg price	Increased 1.54%
FNDASchwab Strategic Tr Recent Activity Increased 90.17%	0.53%	$5.872M 197,704 shares@ $29.7 avg price	Increased 90.17%
VUSBVanguard Bd Index Fds Recent Activity Increased 38.48%	0.5%	$5.541M 111,676 shares@ $49.62 avg price	Increased 38.48%
EFGIshares Tr Recent Activity Increased 1.05%	0.49%	$5.387M 55,632 shares@ $96.84 avg price	Increased 1.05%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 16.39%	0.46%	$5.039M 16,079 shares@ $313.41 avg price	Increased 16.39%
WMTWalmart Inc Recent Activity Increased 7.38%	0.45%	$4.938M 54,655 shares@ $90.36 avg price	Increased 7.38%