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 |
---|---|---|---|
DFIVDimensional International Value Etf
| 1.23% | $12.095M 317,621 shares@ $38.09 avg price | Increased 4.44% |
SPYSpdr S&p 500 Etf Trust
| 1.19% | $11.65M 20,305 shares@ $573.76 avg price | Increased 2.84% |
IUSGIshares Core S&p U.s. Growth Etf
| 1.05% | $10.275M 77,895 shares@ $131.92 avg price | Increased 1.64% |
IUSVIshares Core S&p Us Value Etf
| 0.99% | $9.698M 101,556 shares@ $95.5 avg price | Increased 2.81% |
SUBIshares Short-term National Muni Bond Etf
| 0.91% | $8.939M 84,184 shares@ $106.19 avg price | Increased 7.94% |
GSGIshares S&p Gsci Commodity Indexed Trust
| 0.84% | $8.271M 393,855 shares@ $21.01 avg price | Increased 9.96% |
IVVIshares Core S&p 500 Etf
| 0.84% | $8.202M 14,220 shares@ $576.83 avg price | Increased 0.03% |
AMZNAmazon Com Inc Com
| 0.71% | $6.921M 37,106 shares@ $186.51 avg price | Increased 4.55% |
GLDMSpdr Gold Minishares Trust
| 0.62% | $6.044M 115,949 shares@ $52.14 avg price | Increased 3.13% |
GOOGAlphabet Inc Cap Stk Cl C
| 0.57% | $5.609M 33,647 shares@ $166.72 avg price | Increased 2.61% |