William Jollie
@Quent Capital, Llc
Latest period2024 - Q3ReportedManaged Assets$985.055MTotal holdings1364
Assets growth rate8.4%Assets growth rate (2-Q avg)7.31%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Quent Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1364 positions.
Assets under management
The assets under management (AUM) of Quent Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 985.055M in assets, with a quarterly growth rate of 8.4% and a 2-quarter average growth rate of 7.31%. The portfolio is managed by William Jollie, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VONGVanguard Russell 1000 Growth Etf
| 11.77% | $115.924M 1.201M shares@ $96.52 avg price | Decreased -2.39% |
EEMIshares Msci Emerging Markets Etf
| 2.39% | $23.513M 512,712 shares@ $45.86 avg price | Decreased -2.31% |
IAUIshares Gold Trust
| 2.33% | $22.924M 461,244 shares@ $49.71 avg price | Decreased -6.22% |
NVDANvidia Corporation Com
| 1.8% | $17.711M 145,845 shares@ $121.44 avg price | Decreased -0.16% |
REETIshares Global Reit Etf
| 1.33% | $13.019M 487,796 shares@ $26.69 avg price | Decreased -2.27% |
EFAIshares Msci Eafe Etf
| 1.3% | $12.729M 152,208 shares@ $83.63 avg price | Decreased -0.74% |
EFVIshares Msci Eafe Value Etf
| 1.09% | $10.671M 185,479 shares@ $57.54 avg price | Decreased -0.84% |
SUSAIshares Msci Usa Esg Select Etf
| 1.05% | $10.33M 85,819 shares@ $120.38 avg price | Decreased -0.88% |
IWOIshares Russell 2000 Growth Etf
| 1.02% | $9.977M 35,129 shares@ $284.01 avg price | Decreased -0.02% |
SPYGSpdr Portfolio S&p 500 Growth Etf
| 0.98% | $9.556M 115,212 shares@ $82.94 avg price | Decreased -3.68% |