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Michael Little

@Grant Grossmendelsohn, Llc

Latest period2024 - Q4ReportedManaged Assets$191.324MTotal holdings139
Assets growth rate-17.57%Assets growth rate (2-Q avg)-5.7%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Grant Grossmendelsohn, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Grant Grossmendelsohn, Llc 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 191.324M in assets, with a quarterly growth rate of -17.57% and a 2-quarter average growth rate of -5.7%. The portfolio is managed by Michael Little, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PULSPgim Etf Tr
Recent Activity
Decreased -4.11%
1.56%
$2.984M
59,915 shares@ $49.81 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 220.76%
1.39%
$2.654M
114,495 shares@ $23.18 avg price
BBSIBarrett Business Svcs Inc
Recent Activity
1.37%
$2.608M
60,040 shares@ $43.45 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Decreased -15.61%
1.27%
$2.417M
43,671 shares@ $55.35 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -9.19%
1.22%
$2.325M
46,212 shares@ $50.33 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.97%
1.2%
$2.291M
9,558 shares@ $239.71 avg price
TARSTarsus Pharmaceuticals Inc
Recent Activity
Decreased -26.72%
1.14%
$2.176M
39,299 shares@ $55.38 avg price
MAGSListed Fd Tr
Recent Activity
Increased 532.13%
1.09%
$2.072M
38,079 shares@ $54.42 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.53%
1.03%
$1.966M
11,221 shares@ $175.23 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -55.66%
1.01%
$1.919M
4,233 shares@ $453.28 avg price