William T. Hedges
@Hedges Asset Management Llc
Latest period2024 - Q4ReportedManaged Assets$151.507MTotal holdings110
Assets growth rate0.29%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Hedges Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.
Assets under management
The assets under management (AUM) of Hedges Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 151.507M in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by William T. Hedges, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GBCIGlacier Bancorp Inc New
| 9.46% | $14.324M 285,223 shares@ $50.22 avg price | Decreased -3.9% |
GEGe Aerospace
| 4.08% | $6.175M 37,025 shares@ $166.8 avg price | Decreased -1.33% |
GLPIGaming & Leisure Pptys Inc
| 2.81% | $4.251M 88,260 shares@ $48.17 avg price | Decreased -2.75% |
SHAKShake Shack Inc
| 1.79% | $2.703M 20,825 shares@ $129.8 avg price | Decreased -7.5% |
WYNNWynn Resorts Ltd
| 1.64% | $2.483M 28,815 shares@ $86.16 avg price | Decreased -0.68% |
BMYBristol-myers Squibb Co
| 1.37% | $2.07M 36,600 shares@ $56.56 avg price | Decreased -1.34% |
SLBSchlumberger Ltd
| 1.3% | $1.963M 51,200 shares@ $38.34 avg price | Decreased -0.04% |
GEVGe Vernova Inc
| 1.26% | $1.9M 5,775 shares@ $328.94 avg price | Decreased -22.74% |
WFCWells Fargo Co New
| 1.23% | $1.861M 26,500 shares@ $70.24 avg price | Decreased -22.28% |
PHYSSprott Physical Gold Tr
| 1.15% | $1.742M 86,500 shares@ $20.14 avg price | Decreased -8.94% |