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Brad Little

@Tl Private Wealth

Latest period2024 - Q4ReportedManaged Assets$223.334MTotal holdings43
Assets growth rate-0.04%Assets growth rate (2-Q avg)0.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tl Private Wealth's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Tl Private Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 223.334M in assets, with a quarterly growth rate of -0.04% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by Brad Little, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVEIshares Tr
Recent Activity
New Position
0.11%
$226,223
1,174 shares@ $192.7 avg price