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
JPMJpmorgan Chase & Co. Recent Activity Increased 23.32%	0.17%	$1.811M 7,553 shares@ $239.73 avg price	Increased 23.32%
FNDFSchwab Strategic Tr Recent Activity Increased 6.91%	0.17%	$1.79M 53,901 shares@ $33.22 avg price	Increased 6.91%
NVONovo-nordisk A S Recent Activity Decreased -6.87%	0.16%	$1.734M 20,160 shares@ $86.02 avg price	Decreased -6.87%
APPApplovin Corp Recent Activity Increased 4.29%	0.16%	$1.717M 5,303 shares@ $323.83 avg price	Increased 4.29%
BXBlackstone Inc Recent Activity Increased 4.78%	0.15%	$1.626M 9,430 shares@ $172.43 avg price	Increased 4.78%
GILDGilead Sciences Inc Recent Activity Increased 42.72%	0.15%	$1.619M 17,527 shares@ $92.38 avg price	Increased 42.72%
GOOGLAlphabet Inc Recent Activity Increased 27.76%	0.15%	$1.613M 8,519 shares@ $189.3 avg price	Increased 27.76%
TSLATesla Inc Recent Activity Increased 130.13%	0.15%	$1.574M 3,896 shares@ $403.89 avg price	Increased 130.13%
PNCPnc Finl Svcs Group Inc Recent Activity Increased 5%	0.14%	$1.542M 7,994 shares@ $192.86 avg price	Increased 5%
WMWaste Mgmt Inc Del Recent Activity Increased 2.69%	0.14%	$1.505M 7,456 shares@ $201.81 avg price	Increased 2.69%