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John Ervin

@Ervin Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$154.983MTotal holdings37
Assets growth rate-0.53%Assets growth rate (2-Q avg)3.72%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ervin Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Ervin Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 154.983M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 3.72%. The portfolio is managed by John Ervin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KOCoca Cola Co
Recent Activity
Exited
0%
$221,832
3,087 shares@ $71.87 avg price
VSGXVanguard World Fd
Recent Activity
Exited
0%
$207,166
3,368 shares@ $61.52 avg price