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Ashleigh Swayze

@Granite Bay Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$269.901MTotal holdings73
Assets growth rate51.39%Assets growth rate (2-Q avg)23.45%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Granite Bay Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Granite Bay Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 269.901M in assets, with a quarterly growth rate of 51.39% and a 2-quarter average growth rate of 23.45%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -7.76%
2.92%
$7.877M
15,408 shares@ $511.23 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -1.16%
2.45%
$6.586M
110,257 shares@ $59.74 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.45%
0.6%
$1.603M
2,737 shares@ $585.68 avg price
SHOPShopify Inc
Recent Activity
Decreased -13.71%
0.52%
$1.383M
13,003 shares@ $106.37 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -17.64%
0.24%
$644,000
11,344 shares@ $56.78 avg price
QUALIshares Tr
Recent Activity
Decreased -5.52%
0.19%
$493,000
2,771 shares@ $177.92 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.96%
0.16%
$408,000
2,153 shares@ $189.51 avg price
NFLXNetflix Inc
Recent Activity
Decreased -4.39%
0.15%
$388,000
435 shares@ $891.96 avg price
IBDQIshares Tr
Recent Activity
Decreased -7.24%
0.12%
$321,000
12,800 shares@ $25.08 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.77%
0.12%
$307,000
1,326 shares@ $231.53 avg price