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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
SCHXSchwab Strategic Tr
Recent Activity
New Position
0.43%
$1.151M
49,656 shares@ $23.18 avg price
IVVWIshares Tr
Recent Activity
New Position
0.38%
$1.003M
20,488 shares@ $48.96 avg price
DCIDonaldson Inc
Recent Activity
New Position
0.35%
$943,000
14,000 shares@ $67.36 avg price
IWMIshares Tr
Recent Activity
New Position
0.27%
$702,000
3,178 shares@ $220.9 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.26%
$694,000
25,390 shares@ $27.34 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.25%
$662,000
23,752 shares@ $27.88 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.21%
$565,000
3,104 shares@ $182.03 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.18%
$461,000
855 shares@ $539.19 avg price
IYWIshares Tr
Recent Activity
New Position
0.16%
$411,000
2,579 shares@ $159.37 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.15%
$384,000
6,524 shares@ $58.86 avg price