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Kalon Hoard

@Holland Advisory Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$76.594MTotal holdings45
Assets growth rate0.14%Assets growth rate (2-Q avg)-2.67%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Holland Advisory Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Holland Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 76.594M in assets, with a quarterly growth rate of 0.14% and a 2-quarter average growth rate of -2.67%. The portfolio is managed by Kalon Hoard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -3.77%
0.41%
$307,862
6,370 shares@ $48.33 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.58%
0.37%
$282,949
2,541 shares@ $111.36 avg price
NVDANvidia Corporation
Recent Activity
Decreased -36.94%
0.36%
$270,811
2,017 shares@ $134.27 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -0.6%
0.33%
$248,161
2,153 shares@ $115.27 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.36%
0.32%
$242,401
4,095 shares@ $59.2 avg price