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Patricia Hall

@Beacon Wealthcare Llc

Latest period2024 - Q4ReportedManaged Assets$246.515MTotal holdings25
Assets growth rate-0.53%Assets growth rate (2-Q avg)3.76%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Wealthcare Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Beacon Wealthcare 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 246.515M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 3.76%. The portfolio is managed by Patricia Hall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACNAccenture Plc
Recent Activity
Exited
0%
$601,976
1,703 shares@ $353.48 avg price
BILSSpdr Ser Tr 3-12
Recent Activity
Exited
0%
$458,577
4,605 shares@ $99.59 avg price
QQQMInvesco Nsdq 100
Recent Activity
Exited
0%
$261,323
1,301 shares@ $200.87 avg price