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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
VEAVanguard Tax-managed Fds
Recent Activity
0.1%
$244,599
5,115 shares@ $47.82 avg price
OXBROxbridge Re Hldgs Ltd
Recent Activity
Increased 26.71%
0.1%
$244,346
59,300 shares@ $4.13 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -0.63%
0.1%
$235,720
1,257 shares@ $187.53 avg price
EPDEnterprise Prods Partners L
Recent Activity
0.1%
$235,608
7,513 shares@ $31.37 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.48%
0.1%
$233,929
1,395 shares@ $167.7 avg price
CMSCms Energy Corp
Recent Activity
0.1%
$233,665
3,506 shares@ $66.65 avg price
PKGPackaging Corp Amer
Recent Activity
0.1%
$225,805
1,003 shares@ $225.13 avg price
VTVVanguard Index Fds
Recent Activity
0.1%
$221,783
1,310 shares@ $169.3 avg price
IWPIshares Tr
Recent Activity
New Position
0.09%
$213,320
1,683 shares@ $126.75 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -10.91%
0.09%
$211,296
1,461 shares@ $144.63 avg price