Ashleigh Swayze

@Granite Bay Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$269.901M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IJRIshares Tr Recent Activity New Position	7.73%	$20.857M 181,022 shares@ $115.22 avg price	New Position
EEMIshares Tr Recent Activity New Position	5.13%	$13.839M 330,921 shares@ $41.82 avg price	New Position
TLTIshares Tr Recent Activity New Position	3.64%	$9.808M 112,311 shares@ $87.33 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	2.73%	$7.35M 17,437 shares@ $421.52 avg price	New Position
TMUST-mobile Us Inc Recent Activity New Position	2.14%	$5.775M 26,163 shares@ $220.74 avg price	New Position
HDHome Depot Inc Recent Activity New Position	2.01%	$5.417M 13,925 shares@ $389.02 avg price	New Position
TMOThermo Fisher Scientific Inc Recent Activity New Position	1.77%	$4.758M 9,145 shares@ $520.29 avg price	New Position
NUENucor Corp Recent Activity New Position	1.44%	$3.872M 33,179 shares@ $116.71 avg price	New Position
AGGIshares Tr Recent Activity New Position	0.88%	$2.368M 24,439 shares@ $96.9 avg price	New Position
IDEVIshares Tr Recent Activity New Position	0.84%	$2.267M 35,168 shares@ $64.47 avg price	New Position