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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
METAMeta Platforms Inc
Recent Activity
Increased 15.64%
0.2%
$2.23M
3,808 shares@ $585.48 avg price
MOAltria Group Inc
Recent Activity
Increased 2.09%
0.2%
$2.189M
41,866 shares@ $52.3 avg price
RELXRelx Plc
Recent Activity
Increased 7.19%
0.2%
$2.187M
48,141 shares@ $45.42 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 9.9%
0.19%
$2.117M
10,719 shares@ $197.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 19.6%
0.19%
$2.038M
8,790 shares@ $231.85 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 13.19%
0.19%
$2.028M
4,173 shares@ $485.93 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 54.47%
0.18%
$1.98M
5,627 shares@ $351.79 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 7.88%
0.18%
$1.918M
8,492 shares@ $225.89 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 23.32%
0.17%
$1.811M
7,553 shares@ $239.73 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 6.91%
0.17%
$1.79M
53,901 shares@ $33.22 avg price