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Sam Kirkpatrick

@Mayfair Advisory Group, Llc

Latest period2024 - Q4ReportedManaged Assets$169.806MTotal holdings158
Assets growth rate7.1%Assets growth rate (2-Q avg)7.24%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mayfair Advisory Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Mayfair Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 169.806M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 7.24%. The portfolio is managed by Sam Kirkpatrick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Increased 3.99%
0.33%
$556,701
2,401 shares@ $231.87 avg price
MRKMerck & Co Inc
Recent Activity
Increased 9.43%
0.32%
$536,098
5,389 shares@ $99.49 avg price
VOVanguard Index Fds
Recent Activity
0.32%
$534,863
2,025 shares@ $264.13 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.05%
0.32%
$532,468
2,813 shares@ $189.29 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 200%
0.31%
$521,582
20,007 shares@ $26.07 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -2.66%
0.31%
$512,862
5,672 shares@ $90.42 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.31%
$511,298
19,726 shares@ $25.93 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.38%
0.3%
$506,429
2,052 shares@ $246.8 avg price
MCOMoodys Corp
Recent Activity
Increased 0.1%
0.3%
$497,324
1,051 shares@ $473.2 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.3%
$494,075
1,090 shares@ $453.28 avg price