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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
IBMInternational Business Machs
Recent Activity
New Position
0.36%
$628,934
2,861 shares@ $219.84 avg price
CTASCintas Corp
Recent Activity
New Position
0.35%
$607,295
3,324 shares@ $182.71 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -7.94%
0.33%
$570,012
5,423 shares@ $105.12 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.32%
$559,432
1,635 shares@ $342.17 avg price
PAYXPaychex Inc
Recent Activity
New Position
0.31%
$545,596
3,891 shares@ $140.22 avg price
IWYIshares Tr
Recent Activity
0.29%
$510,301
2,169 shares@ $235.28 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.28%
$496,663
2,136 shares@ $232.53 avg price
USMCPrincipal Exchange Traded Fd
Recent Activity
0.28%
$492,906
8,211 shares@ $60.03 avg price
ARESAres Management Corporation
Recent Activity
New Position
0.28%
$486,301
2,747 shares@ $177.03 avg price
RWLInvesco Exch Traded Fd Tr Ii
Recent Activity
0.27%
$463,651
4,735 shares@ $97.92 avg price