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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
VTIVanguard Index Fds
Recent Activity
Increased 2.46%
0.43%
$4.718M
16,280 shares@ $289.81 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 7.39%
0.36%
$4.01M
4,377 shares@ $916.27 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.92%
0.36%
$3.999M
21,001 shares@ $190.45 avg price
IQDGWisdomtree Tr
Recent Activity
Increased 0.03%
0.36%
$3.966M
115,942 shares@ $34.22 avg price
VVisa Inc
Recent Activity
Increased 16.69%
0.36%
$3.96M
12,531 shares@ $316.04 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 22.22%
0.35%
$3.807M
17,354 shares@ $219.39 avg price
HDHome Depot Inc
Recent Activity
Increased 3.26%
0.31%
$3.452M
8,873 shares@ $389.02 avg price
AONAon Plc
Recent Activity
Increased 0.22%
0.31%
$3.393M
9,447 shares@ $359.17 avg price
PGProcter And Gamble Co
Recent Activity
Increased 7.88%
0.3%
$3.313M
19,762 shares@ $167.66 avg price
IVALEa Series Trust
Recent Activity
Increased 2.83%
0.3%
$3.301M
137,412 shares@ $24.02 avg price