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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
SPDWSpdr Index Shs Fds
Recent Activity
Exited
0%
$3.54M
94,254 shares@ $37.56 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$384,000
16,000 shares@ $24.0 avg price
ASTHAstrana Health Inc
Recent Activity
Exited
0%
$290,000
5,000 shares@ $58.0 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$256,000
1,100 shares@ $232.73 avg price
RTXRtx Corporation
Recent Activity
Exited
0%
$225,000
1,853 shares@ $121.43 avg price