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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
IVALEa Series Trust
Recent Activity
Increased 2.83%
0.3%
$3.301M
137,412 shares@ $24.02 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -7.79%
0.3%
$3.283M
22,697 shares@ $144.63 avg price
LLYEli Lilly & Co
Recent Activity
Increased 5.85%
0.29%
$3.202M
4,148 shares@ $772.05 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.88%
0.29%
$3.181M
55,540 shares@ $57.28 avg price
IMOMEa Series Trust
Recent Activity
Increased 3.05%
0.28%
$3.046M
114,722 shares@ $26.55 avg price
BUFBInnovator Etfs Trust
Recent Activity
Increased 2.72%
0.27%
$2.92M
90,386 shares@ $32.31 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 188.15%
0.26%
$2.862M
123,455 shares@ $23.19 avg price
VOOVanguard Index Fds
Recent Activity
Increased 135.71%
0.26%
$2.852M
5,294 shares@ $538.77 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 17.27%
0.26%
$2.837M
47,921 shares@ $59.2 avg price
USHYIshares Tr
Recent Activity
Decreased -0.35%
0.25%
$2.773M
75,377 shares@ $36.8 avg price