test

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
RDDTReddit Inc
Recent Activity
Exited
0%
$258,209
3,917 shares@ $65.93 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$215,008
1,327 shares@ $162.03 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$211,608
2,629 shares@ $80.49 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$209,589
1,788 shares@ $117.22 avg price