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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.27%
2.36%
$6.357M
26,518 shares@ $239.73 avg price
PUTWWisdomtree Tr
Recent Activity
Increased 131.83%
2%
$5.389M
163,464 shares@ $32.97 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 7.24%
1.58%
$4.238M
30,377 shares@ $139.52 avg price
AMGNAmgen Inc
Recent Activity
Increased 6.68%
1.56%
$4.188M
16,069 shares@ $260.63 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 3.64%
0.94%
$2.52M
10,406 shares@ $242.17 avg price
NVDANvidia Corporation
Recent Activity
Increased 15.32%
0.64%
$1.72M
12,810 shares@ $134.28 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 29.69%
0.48%
$1.278M
2,180 shares@ $586.24 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.28%
0.46%
$1.215M
1,326 shares@ $916.29 avg price
VVisa Inc
Recent Activity
Increased 0.1%
0.36%
$952,000
3,013 shares@ $315.97 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.97%
0.22%
$577,000
4,192 shares@ $137.65 avg price