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Dan Mohr

@Retireful, Llc

Latest period2024 - Q4ReportedManaged Assets$177.666MTotal holdings126
Assets growth rate31.48%Assets growth rate (2-Q avg)-2.48%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Retireful, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Retireful, 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 177.666M in assets, with a quarterly growth rate of 31.48% and a 2-quarter average growth rate of -2.48%. The portfolio is managed by Dan Mohr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TIPXSpdr Ser Tr
Recent Activity
Exited
0%
$1.431M
75,503 shares@ $18.96 avg price
VEEVVeeva Sys Inc
Recent Activity
Exited
0%
$904,959
4,312 shares@ $209.87 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Exited
0%
$859,723
1,750 shares@ $491.28 avg price
MSIMotorola Solutions Inc
Recent Activity
Exited
0%
$850,700
1,892 shares@ $449.64 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$843,777
1,474 shares@ $572.45 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$816,776
1,581 shares@ $516.62 avg price
BROBrown & Brown Inc
Recent Activity
Exited
0%
$813,882
7,856 shares@ $103.61 avg price
BLDRBuilders Firstsource Inc
Recent Activity
Exited
0%
$801,805
4,136 shares@ $193.87 avg price
FCNCAFirst Ctzns Bancshares Inc N
Recent Activity
Exited
0%
$800,813
435 shares@ $1840.95 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$778,081
20,492 shares@ $37.97 avg price