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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
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -29.32%
0.94%
$1.79M
35,100 shares@ $51.01 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -12.09%
0.93%
$1.772M
10,570 shares@ $167.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 14.16%
0.92%
$1.749M
2,984 shares@ $586.17 avg price
IJHIshares Tr
Recent Activity
Increased 1.31%
0.9%
$1.704M
27,350 shares@ $62.31 avg price
TLTIshares Tr
Recent Activity
Decreased -24.31%
0.85%
$1.624M
18,591 shares@ $87.34 avg price
DSIIshares Tr
Recent Activity
0.84%
$1.603M
14,538 shares@ $110.26 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -17.68%
0.82%
$1.551M
14,418 shares@ $107.58 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -18.61%
0.71%
$1.355M
7,623 shares@ $177.7 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -10.91%
0.71%
$1.341M
4,626 shares@ $289.89 avg price
IEFAIshares Tr
Recent Activity
Decreased -17.11%
0.64%
$1.212M
17,242 shares@ $70.29 avg price