Andrea Gleason

@Gleason Group, Inc.

Latest period2024 - Q4

Reported6d 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
AXPAmerican Express Company Recent Activity Decreased -16.87%	0.02%	$100,911 340 shares@ $296.8 avg price	Decreased -16.87%
IVWIshares Tr S&p 500 Grwt Etf Recent Activity Decreased -48.22%	0.02%	$72,352 713 shares@ $101.48 avg price	Decreased -48.22%
UNHUnitedhealth Group Incorporated Recent Activity Decreased -43.39%	0.01%	$45,335 90 shares@ $503.73 avg price	Decreased -43.39%
NKENike Incorporated Class B Recent Activity Decreased -73%	0.01%	$44,945 594 shares@ $75.67 avg price	Decreased -73%
INTCIntel Corporation Recent Activity Decreased -49.87%	0.01%	$41,467 2,068 shares@ $20.06 avg price	Decreased -49.87%
QQQEDirexion Nasdaq-100 Equal Weighted Index Shares Recent Activity Decreased -3.16%	0.01%	$27,482 306 shares@ $89.82 avg price	Decreased -3.16%
DFASDimensional Etf Trust U S Sm Cap Etf Recent Activity Decreased -7.23%	0.01%	$24,229 372 shares@ $65.14 avg price	Decreased -7.23%
VEAVanguard Ftse Developed Markets Etf Recent Activity Decreased -6.33%	0.01%	$19,085 399 shares@ $47.84 avg price	Decreased -6.33%