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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
GOOGAlphabet Inc
Recent Activity
New Position
0.63%
$1.188M
6,237 shares@ $190.44 avg price
IJRIshares Tr
Recent Activity
Decreased -3.35%
0.62%
$1.174M
10,187 shares@ $115.22 avg price
VUGVanguard Index Fds
Recent Activity
Increased 9.33%
0.59%
$1.126M
2,744 shares@ $410.45 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 187.56%
0.58%
$1.094M
48,172 shares@ $22.7 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.15%
0.57%
$1.076M
4,894 shares@ $219.82 avg price
ABTAbbott Labs
Recent Activity
Decreased -4.24%
0.54%
$1.029M
9,098 shares@ $113.12 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
0.53%
$1.009M
23,485 shares@ $42.97 avg price
VBVanguard Index Fds
Recent Activity
Increased 27.39%
0.49%
$924,242
3,847 shares@ $240.26 avg price
VTIVanguard Index Fds
Recent Activity
Increased 9.58%
0.48%
$905,169
3,123 shares@ $289.84 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -42.44%
0.47%
$886,075
967 shares@ $916.32 avg price