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
LLYEli Lilly & Co Recent Activity Increased 5.85%	0.29%	$3.202M 4,148 shares@ $772.05 avg price	Increased 5.85%
IMOMEa Series Trust Recent Activity Increased 3.05%	0.28%	$3.046M 114,722 shares@ $26.55 avg price	Increased 3.05%
BUFBInnovator Etfs Trust Recent Activity Increased 2.72%	0.27%	$2.92M 90,386 shares@ $32.31 avg price	Increased 2.72%
SCHXSchwab Strategic Tr Recent Activity Increased 188.15%	0.26%	$2.862M 123,455 shares@ $23.19 avg price	Increased 188.15%
VOOVanguard Index Fds Recent Activity Increased 135.71%	0.26%	$2.852M 5,294 shares@ $538.77 avg price	Increased 135.71%
CSCOCisco Sys Inc Recent Activity Increased 17.27%	0.26%	$2.837M 47,921 shares@ $59.2 avg price	Increased 17.27%
XOMExxon Mobil Corp Recent Activity Increased 1.02%	0.25%	$2.731M 25,389 shares@ $107.57 avg price	Increased 1.02%
VZVerizon Communications Inc Recent Activity Increased 3.69%	0.25%	$2.687M 67,186 shares@ $39.99 avg price	Increased 3.69%
PMPhilip Morris Intl Inc Recent Activity Increased 45.79%	0.21%	$2.25M 18,699 shares@ $120.35 avg price	Increased 45.79%
BTIBritish Amern Tob Plc Recent Activity Increased 12.4%	0.21%	$2.234M 61,518 shares@ $36.33 avg price	Increased 12.4%