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Missy Straw

@Nilsine Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$934.008MTotal holdings363
Assets growth rate20.99%Assets growth rate (2-Q avg)12.3%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Nilsine Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 363 positions.

Assets under management

The assets under management (AUM) of Nilsine Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 934.008M in assets, with a quarterly growth rate of 20.99% and a 2-quarter average growth rate of 12.3%. The portfolio is managed by Missy Straw, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ATO
Atmos Energy Corp
Recent Activity
New Position
8.18%
$76.36M
548,289 shares@ $139.27 avg price
AAPL
Apple Inc
Recent Activity
Increased 14.95%
5.77%
$53.865M
215,098 shares@ $250.42 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.09%
2.81%
$26.192M
112,974 shares@ $231.84 avg price
FDN
First Tr Exchange-traded Fd
Recent Activity
Increased 6.34%
2.28%
$21.278M
87,502 shares@ $243.17 avg price
NVDA
Nvidia Corporation
Recent Activity
Increased 5.99%
2.2%
$20.495M
152,621 shares@ $134.29 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 12.28%
2.2%
$20.469M
93,301 shares@ $219.39 avg price
FXR
First Tr Exchange Traded Fd
Recent Activity
Increased 6.16%
2.04%
$19.004M
254,035 shares@ $74.82 avg price
QTEC
First Tr Nasdaq 100 Tech Ind
Recent Activity
Increased 8.64%
1.88%
$17.549M
93,209 shares@ $188.29 avg price
FXD
First Tr Exchange Traded Fd
Recent Activity
Increased 8.34%
1.86%
$17.358M
268,575 shares@ $64.64 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 14.44%
1.8%
$16.721M
39,670 shares@ $421.5 avg price

1-10 of 363