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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
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 3.66%
9.36%
$25.247M
44,326 shares@ $569.58 avg price
JHCBJohn Hancock Exchange Traded
Recent Activity
Increased 5.54%
8.77%
$23.659M
1.131M shares@ $20.92 avg price
BOTZGlobal X Fds
Recent Activity
Increased 1.06%
5.48%
$14.79M
462,909 shares@ $31.96 avg price
JHPIJohn Hancock Exchange Traded
Recent Activity
Increased 5.17%
4.56%
$12.294M
545,777 shares@ $22.53 avg price
EWJIshares Inc
Recent Activity
Increased 8.78%
4.47%
$12.055M
179,651 shares@ $67.11 avg price
BUGGlobal X Fds
Recent Activity
Increased 0.91%
4.08%
$11.009M
343,069 shares@ $32.09 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.85%
3.52%
$9.478M
43,202 shares@ $219.39 avg price
AAPLApple Inc
Recent Activity
Increased 0.86%
3.4%
$9.166M
36,603 shares@ $250.42 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.23%
2.57%
$6.925M
15,278 shares@ $453.27 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.89%
2.47%
$6.645M
34,892 shares@ $190.45 avg price