Justin Dausch

@Alm First Financial Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$423.133M

Total holdings27

Assets growth rate4.84%

Assets growth rate (2-Q avg)-13.94%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Alm First Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Alm First Financial Advisors, 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 423.133M in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of -13.94%. The portfolio is managed by Justin Dausch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IHIIshares Dow Jones Us Medical Dev.(etf) Recent Activity	0.08%	$324,834 5,568 shares@ $58.34 avg price
MSFTMicrosoft Corp Recent Activity Increased 43.4%	0.08%	$320,340 760 shares@ $421.5 avg price	Increased 43.4%
VHTVanguard Health Care Etf Recent Activity	0.07%	$287,177 1,389 shares@ $206.76 avg price
WMBWilliams Cos Inc The Recent Activity New Position	0.06%	$218,645 4,040 shares@ $54.13 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.06%	$217,865 1,050 shares@ $207.5 avg price	New Position
NVDANvidia Corp Recent Activity New Position	0.05%	$208,150 1,550 shares@ $134.3 avg price	New Position
IPInternational Paper Co Recent Activity New Position	0.05%	$207,207 3,850 shares@ $53.82 avg price	New Position