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Kerry Harmon

@Wolff Wiese Magana Llc

Latest period2024 - Q4ReportedManaged Assets$151.046MTotal holdings958
Assets growth rate3.35%Assets growth rate (2-Q avg)9.77%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wolff Wiese Magana Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 958 positions.

Assets under management

The assets under management (AUM) of Wolff Wiese Magana Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 151.046M in assets, with a quarterly growth rate of 3.35% and a 2-quarter average growth rate of 9.77%. The portfolio is managed by Kerry Harmon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETHAIshares Ethereum Tr
Recent Activity
New Position
0.36%
$538,374
21,288 shares@ $25.3 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.19%
$276,425
3,827 shares@ $72.24 avg price
CCJCameco Corp
Recent Activity
New Position
0.11%
$154,016
2,997 shares@ $51.4 avg price
BTCGrayscale Bitcoin Mini Tr Et
Recent Activity
New Position
0.08%
$116,818
2,790 shares@ $41.88 avg price
OKLOOklo Inc
Recent Activity
New Position
0.07%
$98,656
4,647 shares@ $21.24 avg price
VKTXViking Therapeutics Inc
Recent Activity
New Position
0.05%
$74,927
1,862 shares@ $40.25 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$71,951
2,007 shares@ $35.86 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.04%
$60,318
1,137 shares@ $53.06 avg price
ETHGrayscale Ethereum Mini Tr E
Recent Activity
New Position
0.02%
$28,467
904 shares@ $31.5 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.02%
$19,012
172 shares@ $110.54 avg price