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 |
---|---|---|---|
LLYEli Lilly & Co Com
| 0.47% | $4.559M 5,151 shares@ $885.05 avg price | Increased 0.47% |
GLDSpdr Gold Shares
| 0.43% | $4.198M 17,273 shares@ $243.07 avg price | Decreased -6.99% |
VSGXVanguard Esg International Stock Etf
| 0.43% | $4.159M 67,612 shares@ $61.51 avg price | Decreased -1.79% |
ESGDIshares Esg Aware Msci Eafe Etf
| 0.4% | $3.91M 46,457 shares@ $84.17 avg price | Increased 0.4% |
QUALIshares Msci Usa Quality Factor Etf
| 0.38% | $3.68M 20,530 shares@ $179.25 avg price | Decreased -2.31% |
EMXCIshares Msci Emerging Markets Ex China Etf
| 0.38% | $3.661M 59,907 shares@ $61.12 avg price | Decreased -3.81% |
BRK.BBerkshire Hathaway Inc Del Cl B New
| 0.37% | $3.612M 7,855 shares@ $459.9 avg price | Increased 1.23% |
METAMeta Platforms Inc Cl A
| 0.36% | $3.46M 6,051 shares@ $571.83 avg price | Decreased -0.46% |
DUOLDuolingo Inc Cl A Com
| 0.36% | $3.455M 12,250 shares@ $282.02 avg price | |
HDHome Depot Inc Com
| 0.34% | $3.346M 8,270 shares@ $404.6 avg price | Increased 0.19% |