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Jeffery Nauta

@Henrickson Nauta Wealth Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.067MTotal holdings82
Assets growth rate-2.3%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Henrickson Nauta Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Henrickson Nauta Wealth Advisors, Inc. 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 246.067M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Jeffery Nauta, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWDIshares Inc
Recent Activity
Exited
0%
$208,651
4,807 shares@ $43.41 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$201,526
1,941 shares@ $103.83 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$200,450
1,710 shares@ $117.23 avg price
GIFTRde Inc
Recent Activity
Exited
0%
$76,289
41,688 shares@ $1.83 avg price