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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BMYBristol-myers Squibb Co
Recent Activity
Decreased -1.34%
1.37%
$2.07M
36,600 shares@ $56.56 avg price
FDXFedex Corp
Recent Activity
1.35%
$2.04M
7,250 shares@ $281.34 avg price
BCSBarclays Plc
Recent Activity
1.35%
$2.037M
153,300 shares@ $13.29 avg price
CVXChevron Corp New
Recent Activity
Increased 2.94%
1.31%
$1.97M
13,600 shares@ $144.84 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -0.04%
1.3%
$1.963M
51,200 shares@ $38.34 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -22.74%
1.26%
$1.9M
5,775 shares@ $328.94 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -22.28%
1.23%
$1.861M
26,500 shares@ $70.24 avg price
CNKCinemark Hldgs Inc
Recent Activity
1.17%
$1.766M
57,000 shares@ $30.98 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Decreased -8.94%
1.15%
$1.742M
86,500 shares@ $20.14 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.48%
1.14%
$1.716M
17,250 shares@ $99.48 avg price