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Ryan Callas

@Greenhouse Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$151.257MTotal holdings60
Assets growth rate1.89%Assets growth rate (2-Q avg)5.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenhouse Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Greenhouse Wealth Management, Llc 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 151.257M in assets, with a quarterly growth rate of 1.89% and a 2-quarter average growth rate of 5.13%. The portfolio is managed by Ryan Callas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TQQQProshares Tr
Recent Activity
New Position
0.81%
$1.221M
15,427 shares@ $79.14 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.16%
$229,446
600 shares@ $382.41 avg price
RGTIRigetti Computing Inc
Recent Activity
New Position
0.15%
$222,957
14,611 shares@ $15.26 avg price
IBMInternational Business Machs
Recent Activity
New Position
0.15%
$213,015
969 shares@ $219.83 avg price
NOCNorthrop Grumman Corp
Recent Activity
New Position
0.14%
$200,856
428 shares@ $469.29 avg price