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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
JNJJohnson & Johnson
Recent Activity
Increased 0.23%
0.15%
$322,722
2,226 shares@ $144.98 avg price
ETNEaton Corp Plc
Recent Activity
0.14%
$308,322
900 shares@ $342.58 avg price
BACBank America Corp
Recent Activity
0.13%
$286,180
6,076 shares@ $47.11 avg price
TROWPrice T Rowe Group Inc
Recent Activity
0.13%
$283,300
2,500 shares@ $113.32 avg price
ORCLOracle Corp
Recent Activity
Increased 0.06%
0.13%
$270,820
1,711 shares@ $158.29 avg price
EMREmerson Elec Co
Recent Activity
0.12%
$265,584
2,200 shares@ $120.72 avg price
ADMArcher Daniels Midland Co
Recent Activity
0.12%
$255,700
5,000 shares@ $51.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.12%
$251,263
548 shares@ $458.51 avg price
GPCGenuine Parts Co
Recent Activity
0.12%
$246,850
2,103 shares@ $117.38 avg price
TXNTexas Instrs Inc
Recent Activity
0.11%
$239,787
1,214 shares@ $197.52 avg price