test

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
AAPLApple Inc
Recent Activity
Increased 0.86%
3.4%
$9.166M
36,603 shares@ $250.42 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -7.76%
2.92%
$7.877M
15,408 shares@ $511.23 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
2.73%
$7.35M
17,437 shares@ $421.52 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
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -1.16%
2.45%
$6.586M
110,257 shares@ $59.74 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.27%
2.36%
$6.357M
26,518 shares@ $239.73 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
2.14%
$5.775M
26,163 shares@ $220.74 avg price
HDHome Depot Inc
Recent Activity
New Position
2.01%
$5.417M
13,925 shares@ $389.02 avg price
PUTWWisdomtree Tr
Recent Activity
Increased 131.83%
2%
$5.389M
163,464 shares@ $32.97 avg price