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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
ORCLOracle Corp
Recent Activity
0.26%
$388,039
2,329 shares@ $166.62 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
0.26%
$387,940
7,313 shares@ $53.05 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.65%
0.25%
$369,595
6,243 shares@ $59.21 avg price
GMGeneral Mtrs Co
Recent Activity
Increased 0.25%
0.24%
$355,087
6,666 shares@ $53.27 avg price
DISDisney Walt Co
Recent Activity
Increased 0.04%
0.24%
$352,338
3,164 shares@ $111.36 avg price
IVEIshares Tr
Recent Activity
Decreased -3.12%
0.21%
$307,758
1,612 shares@ $190.92 avg price
RTXRtx Corporation
Recent Activity
0.2%
$291,152
2,516 shares@ $115.73 avg price
IWBIshares Tr
Recent Activity
Increased 0.13%
0.18%
$265,904
825 shares@ $322.31 avg price
MOAltria Group Inc
Recent Activity
0.18%
$261,032
4,992 shares@ $52.3 avg price
FFord Mtr Co
Recent Activity
Increased 1.36%
0.17%
$256,050
25,864 shares@ $9.9 avg price