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Andrew Ferguson

@Proquility Private Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$310.494MTotal holdings88
Assets growth rate-0.54%Assets growth rate (2-Q avg)2.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Proquility Private Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Proquility Private Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 310.494M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of 2.98%. The portfolio is managed by Andrew Ferguson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
1.61%
$4.972M
4,850 shares@ $1025.12 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.8%
$2.479M
42,059 shares@ $58.94 avg price
VTVanguard Intl Equity Index F
Recent Activity
New Position
0.73%
$2.241M
19,073 shares@ $117.49 avg price
MUBIshares Tr
Recent Activity
New Position
0.52%
$1.594M
14,964 shares@ $106.55 avg price
AGGIshares Tr
Recent Activity
New Position
0.41%
$1.273M
13,133 shares@ $96.91 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.16%
$481,650
893 shares@ $539.37 avg price