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Christopher Casanega

@Sharper & Granite Llc

Latest period2024 - Q4ReportedManaged Assets$227.127MTotal holdings102
Assets growth rate1.34%Assets growth rate (2-Q avg)4.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sharper & Granite Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Sharper & Granite Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 227.127M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Christopher Casanega, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DEMWisdomtree Tr
Recent Activity
Decreased -8.35%
0.14%
$299,626
7,400 shares@ $40.49 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -1.71%
0.13%
$293,185
5,733 shares@ $51.14 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -4.92%
0.13%
$289,258
966 shares@ $299.44 avg price
ESGEIshares Inc
Recent Activity
Decreased -2.74%
0.13%
$283,715
8,497 shares@ $33.4 avg price
IJSIshares Tr
Recent Activity
Decreased -8.81%
0.1%
$224,822
2,070 shares@ $108.61 avg price