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Stash Graham

@Graham Capital Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$97.671MTotal holdings59
Assets growth rate31.86%Assets growth rate (2-Q avg)29.1%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Graham Capital Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Graham Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 97.671M in assets, with a quarterly growth rate of 31.86% and a 2-quarter average growth rate of 29.1%. The portfolio is managed by Stash Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BTIBritish Amern Tob Plc
Recent Activity
Exited
0%
$239,940
7,758 shares@ $30.93 avg price
IUSGIshares Tr
Recent Activity
Exited
0%
$201,786
1,583 shares@ $127.48 avg price
CULLCullman Bancorp Inc
Recent Activity
Exited
0%
$171,380
16,655 shares@ $10.3 avg price
TCBCTc Bancshares Inc
Recent Activity
Exited
0%
$145,152
10,752 shares@ $13.5 avg price