KEVIN SIEBERT

@Atmos Advisory, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$144.004M

Total holdings32

Assets growth rate2.35%

Assets growth rate (2-Q avg)6.21%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Atmos Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Atmos Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.004M in assets, with a quarterly growth rate of 2.35% and a 2-quarter average growth rate of 6.21%. The portfolio is managed by KEVIN SIEBERT, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FBNDFidelity Merrimack Str Tr Recent Activity New Position	0.56%	$794,692 17,711 shares@ $44.87 avg price	New Position
BONDPimco Etf Tr Recent Activity New Position	0.56%	$793,616 8,777 shares@ $90.42 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.46%	$652,846 1,109 shares@ $588.68 avg price	New Position
AGGIshares Tr Recent Activity New Position	0.37%	$530,430 5,474 shares@ $96.9 avg price	New Position
BIVVanguard Bd Index Fds Recent Activity New Position	0.33%	$472,144 6,318 shares@ $74.73 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.1%	$143,624 650 shares@ $220.96 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.08%	$110,541 1,462 shares@ $75.61 avg price	New Position
IWOIshares Tr Recent Activity New Position	0.04%	$44,324 154 shares@ $287.82 avg price	New Position
EEMIshares Tr Recent Activity New Position	0.03%	$39,687 949 shares@ $41.82 avg price	New Position
FENIFidelity Covington Trust Recent Activity New Position	0.03%	$30,365 1,103 shares@ $27.53 avg price	New Position