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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
GMGeneral Mtrs Co
Recent Activity
Decreased -0.51%
2.64%
$4.082M
76,630 shares@ $53.27 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 6.44%
2.07%
$3.195M
93,627 shares@ $34.14 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.7%
1.86%
$2.87M
26,684 shares@ $107.58 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 5.19%
1.81%
$2.799M
72,947 shares@ $38.37 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 30.47%
1.66%
$2.565M
102,385 shares@ $25.05 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.81%
1.45%
$2.239M
11,759 shares@ $190.45 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Decreased -5.19%
1.22%
$1.889M
34,852 shares@ $54.2 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.36%
1.19%
$1.839M
11,035 shares@ $166.65 avg price
IVVIshares Tr
Recent Activity
Decreased -4.79%
1%
$1.542M
2,619 shares@ $588.71 avg price
YUMYum Brands Inc
Recent Activity
Decreased -0.31%
0.95%
$1.471M
10,967 shares@ $134.17 avg price