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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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.97%
0.22%
$577,000
4,192 shares@ $137.65 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.21%
$565,000
3,104 shares@ $182.03 avg price
QUALIshares Tr
Recent Activity
Decreased -5.52%
0.19%
$493,000
2,771 shares@ $177.92 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.18%
$477,000
2,050 shares@ $232.69 avg price
MAMastercard Incorporated
Recent Activity
0.18%
$471,000
895 shares@ $526.26 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.18%
$461,000
855 shares@ $539.19 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 2.53%
0.17%
$437,000
4,058 shares@ $107.69 avg price
IYWIshares Tr
Recent Activity
New Position
0.16%
$411,000
2,579 shares@ $159.37 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.96%
0.16%
$408,000
2,153 shares@ $189.51 avg price
QQQJInvesco Exch Traded Fd Tr Ii
Recent Activity
0.15%
$394,000
12,750 shares@ $30.91 avg price