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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
SYKStryker Corporation
Recent Activity
0.23%
$547,568
1,521 shares@ $360.01 avg price
NVDANvidia Corporation
Recent Activity
Increased 34.49%
0.23%
$542,029
4,036 shares@ $134.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 9.03%
0.22%
$531,406
1,039 shares@ $511.46 avg price
ORCLOracle Corp
Recent Activity
Increased 0.43%
0.21%
$514,211
3,086 shares@ $166.63 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.36%
0.2%
$490,956
1,396 shares@ $351.69 avg price
VGTVanguard World Fd
Recent Activity
Increased 26.47%
0.2%
$484,520
779 shares@ $621.98 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 27.33%
0.2%
$477,884
2,055 shares@ $232.55 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -2.84%
0.2%
$475,876
11,352 shares@ $41.93 avg price
KLACKla Corp
Recent Activity
Decreased -0.28%
0.19%
$445,128
706 shares@ $630.5 avg price
OKEOneok Inc New
Recent Activity
0.17%
$407,058
4,054 shares@ $100.41 avg price