Thomas Anderton
@626 Financial, Llc
Latest period2024 - Q4ReportedManaged Assets$185.453MTotal holdings109
Assets growth rate2.64%Assets growth rate (2-Q avg)3.54%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in 626 Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 109 positions.
Assets under management
The assets under management (AUM) of 626 Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.453M in assets, with a quarterly growth rate of 2.64% and a 2-quarter average growth rate of 3.54%. The portfolio is managed by Thomas Anderton, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Tr
| 0.13% | $227,230 386 shares@ $588.68 avg price | New Position |