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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.53%
0.17%
$437,000
4,058 shares@ $107.69 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 0.45%
0.14%
$364,000
904 shares@ $402.66 avg price
SDGIshares Tr
Recent Activity
Increased 20%
0.1%
$258,000
3,600 shares@ $71.67 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.05%
0.09%
$222,000
2,230 shares@ $99.56 avg price