Andrea Gleason

@Gleason Group, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$569.001M

Total holdings196

Assets growth rate4.22%

Assets growth rate (2-Q avg)7.54%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Gleason Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Gleason Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 569.001M in assets, with a quarterly growth rate of 4.22% and a 2-quarter average growth rate of 7.54%. The portfolio is managed by Andrea Gleason, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTESVanguard Short-term Tax Exempt Bd Etf Recent Activity New Position	0.17%	$916,686 9,144 shares@ $100.25 avg price	New Position
BLKBlackrock Incorporated Recent Activity New Position	0.1%	$531,688 519 shares@ $1024.45 avg price	New Position
RUMRumble Incorporated Com Class A Recent Activity New Position	0.04%	$212,349 16,322 shares@ $13.01 avg price	New Position
BITBBitwise Bitcoin Etf Trust Recent Activity New Position	0.01%	$25,425 500 shares@ $50.85 avg price	New Position
METMetlife Incorporated Recent Activity New Position	0.01%	$14,984 183 shares@ $81.88 avg price	New Position
SPHDInvesco S&p 500 High Dividend Low Volatility Etf Recent Activity New Position	0.01%	$11,788 244 shares@ $48.32 avg price	New Position
SCHDSchwab Us Dividend Equity Etf Recent Activity New Position	0.01%	$5,956 218 shares@ $27.33 avg price	New Position
PSQHPsq Holdings Incorporated Class A Recent Activity New Position	0.01%	$227 50 shares@ $4.54 avg price	New Position