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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
FNDASchwab Strategic Tr
Recent Activity
Increased 90.17%
0.53%
$5.872M
197,704 shares@ $29.7 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 38.48%
0.5%
$5.541M
111,676 shares@ $49.62 avg price
EFGIshares Tr
Recent Activity
Increased 1.05%
0.49%
$5.387M
55,632 shares@ $96.84 avg price
SCHRSchwab Strategic Tr
Recent Activity
New Position
0.47%
$5.212M
214,560 shares@ $24.29 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 16.39%
0.46%
$5.039M
16,079 shares@ $313.41 avg price
WMTWalmart Inc
Recent Activity
Increased 7.38%
0.45%
$4.938M
54,655 shares@ $90.36 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.43%
$4.756M
259,345 shares@ $18.34 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.46%
0.43%
$4.718M
16,280 shares@ $289.81 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -4.74%
0.42%
$4.617M
40,087 shares@ $115.19 avg price
JVALJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.36%
0.41%
$4.555M
105,438 shares@ $43.21 avg price