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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
BROSDutch Bros Inc
Recent Activity
Decreased -2.63%
0.39%
$581,418
11,100 shares@ $52.38 avg price
BIDUBaidu Inc
Recent Activity
Decreased -2.91%
0.19%
$280,332
3,325 shares@ $84.32 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -76.74%
0.16%
$239,710
1,000 shares@ $239.71 avg price