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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
NSCNorfolk Southn Corp
Recent Activity
Decreased -0.07%
0.42%
$633,221
2,698 shares@ $234.71 avg price
IWRIshares Tr
Recent Activity
Increased 0.36%
0.42%
$627,128
7,094 shares@ $88.41 avg price
ONEQFidelity Comwlth Tr
Recent Activity
0.41%
$618,368
8,130 shares@ $76.07 avg price
LLYEli Lilly & Co
Recent Activity
0.41%
$612,777
794 shares@ $771.76 avg price
VHTVanguard World Fd
Recent Activity
Increased 92.27%
0.36%
$529,794
2,088 shares@ $253.74 avg price
LMTLockheed Martin Corp
Recent Activity
0.33%
$497,843
1,024 shares@ $486.18 avg price
COSTCostco Whsl Corp New
Recent Activity
0.31%
$458,075
500 shares@ $916.15 avg price
IWVIshares Tr
Recent Activity
0.29%
$438,536
1,312 shares@ $334.25 avg price
IJHIshares Tr
Recent Activity
Increased 0.41%
0.29%
$436,059
6,998 shares@ $62.32 avg price
RSGRepublic Svcs Inc
Recent Activity
0.29%
$433,666
2,156 shares@ $201.15 avg price