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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
XOMExxon Mobil Corp
Recent Activity
Increased 1.02%
0.25%
$2.731M
25,389 shares@ $107.57 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -30.55%
0.25%
$2.705M
53,345 shares@ $50.72 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.69%
0.25%
$2.687M
67,186 shares@ $39.99 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.29%
0.24%
$2.66M
5,258 shares@ $505.86 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -1.25%
0.24%
$2.639M
99,103 shares@ $26.63 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.58%
0.23%
$2.489M
121,535 shares@ $20.49 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 45.79%
0.21%
$2.25M
18,699 shares@ $120.35 avg price
BTIBritish Amern Tob Plc
Recent Activity
Increased 12.4%
0.21%
$2.234M
61,518 shares@ $36.33 avg price
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