Dan Mohr

@Retireful, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$177.666M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
COSTCostco Whsl Corp New Recent Activity Exited	0%	$768,613 867 shares@ $886.53 avg price	Exited
AONAon Plc Recent Activity Exited	0%	$759,448 2,195 shares@ $345.99 avg price	Exited
REGNRegeneron Pharmaceuticals Recent Activity Exited	0%	$750,585 714 shares@ $1051.24 avg price	Exited
INTUIntuit Recent Activity Exited	0%	$740,232 1,192 shares@ $621.0 avg price	Exited
BKBank New York Mellon Corp Recent Activity Exited	0%	$724,205 10,078 shares@ $71.86 avg price	Exited
MSFTMicrosoft Corp Recent Activity Exited	0%	$707,844 1,645 shares@ $430.31 avg price	Exited
VRSKVerisk Analytics Inc Recent Activity Exited	0%	$707,682 2,641 shares@ $267.96 avg price	Exited
CPAYCorpay Inc Recent Activity Exited	0%	$701,521 2,243 shares@ $312.77 avg price	Exited
URIUnited Rentals Inc Recent Activity Exited	0%	$697,178 861 shares@ $809.74 avg price	Exited
WMTWalmart Inc Recent Activity Exited	0%	$644,385 7,980 shares@ $80.75 avg price	Exited