Ashleigh Swayze

@Granite Bay Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$269.901M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PGProcter And Gamble Co Recent Activity New Position	0.13%	$347,000 2,069 shares@ $167.72 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.13%	$342,000 1,181 shares@ $289.59 avg price	New Position
IEFIshares Tr Recent Activity New Position	0.13%	$341,000 3,685 shares@ $92.54 avg price	New Position
IJSIshares Tr Recent Activity New Position	0.12%	$315,000 2,900 shares@ $108.63 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.12%	$301,000 750 shares@ $401.34 avg price	New Position
IWDIshares Tr Recent Activity New Position	0.11%	$294,000 1,586 shares@ $185.38 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.11%	$277,000 955 shares@ $290.06 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.1%	$262,000 340 shares@ $770.59 avg price	New Position
USMVIshares Tr Recent Activity New Position	0.1%	$259,000 2,920 shares@ $88.7 avg price	New Position
GEGe Aerospace Recent Activity New Position	0.09%	$237,000 1,419 shares@ $167.02 avg price	New Position