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Jennifer Matthews

@Mcnaughton Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$207.492MTotal holdings55
Assets growth rate1.02%Assets growth rate (2-Q avg)4.97%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcnaughton Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Mcnaughton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.492M in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Jennifer Matthews, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWRIshares Tr
Recent Activity
Decreased -1.08%
0.3%
$613,496
6,940 shares@ $88.4 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.02%
0.22%
$452,454
772 shares@ $586.09 avg price
XSLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.36%
0.15%
$310,234
6,569 shares@ $47.23 avg price