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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
MFCManulife Finl Corp
Recent Activity
New Position
0.01%
$7,985
260 shares@ $30.72 avg price
DEAEasterly Govt Pptys Inc
Recent Activity
New Position
0.01%
$7,952
700 shares@ $11.36 avg price
EPACEnerpac Tool Group Corp
Recent Activity
New Position
0.01%
$7,520
183 shares@ $41.1 avg price
NVSNovartis Ag
Recent Activity
New Position
0.01%
$7,104
73 shares@ $97.32 avg price
TRPTc Energy Corp
Recent Activity
New Position
0.01%
$5,817
125 shares@ $46.54 avg price
BSJSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$5,789
267 shares@ $21.69 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
0.01%
$4,890
68 shares@ $71.92 avg price
TMCTmc The Metals Company Inc
Recent Activity
New Position
0.01%
$4,480
4,000 shares@ $1.12 avg price
YYYAmplify Etf Tr
Recent Activity
New Position
0.01%
$3,527
306 shares@ $11.53 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.01%
$3,506
115 shares@ $30.49 avg price