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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
IWFIshares Tr
Recent Activity
0.32%
$777,057
1,935 shares@ $401.58 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.43%
0.32%
$767,604
1,311 shares@ $585.52 avg price
STIPIshares Tr
Recent Activity
Decreased -6.11%
0.29%
$701,385
6,972 shares@ $100.61 avg price
EWCIshares Inc
Recent Activity
0.28%
$688,877
17,094 shares@ $40.3 avg price
EWUIshares Tr
Recent Activity
0.28%
$686,339
20,246 shares@ $33.9 avg price
GLDSpdr Gold Tr
Recent Activity
0.27%
$651,088
2,689 shares@ $242.14 avg price
GILDGilead Sciences Inc
Recent Activity
0.27%
$649,823
7,035 shares@ $92.38 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.43%
0.26%
$632,519
3,341 shares@ $189.33 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 0.23%
0.26%
$624,031
4,473 shares@ $139.52 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -18.35%
0.24%
$573,844
15,141 shares@ $37.91 avg price