Kerry Harmon

@Wolff Wiese Magana Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$151.046M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BENFranklin Resources Inc Recent Activity New Position	0.01%	$508 25 shares@ $20.32 avg price	New Position
RDDTReddit Inc Recent Activity New Position	0.01%	$327 2 shares@ $163.5 avg price	New Position
DDOGDatadog Inc Recent Activity New Position	0.01%	$286 2 shares@ $143.0 avg price	New Position
HCPHashicorp Inc Recent Activity New Position	0.01%	$206 6 shares@ $34.34 avg price	New Position
AIC3 Ai Inc Recent Activity New Position	0.01%	$104 3 shares@ $34.67 avg price	New Position
FCELFuelcell Energy Inc Recent Activity New Position	0.01%	$82 9 shares@ $9.12 avg price	New Position
FTCIFtc Solar Inc Recent Activity New Position	0.01%	$56 10 shares@ $5.6 avg price	New Position
LCIDLucid Group Inc Recent Activity New Position	0.01%	$7 2 shares@ $3.5 avg price	New Position