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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
MSFTMicrosoft Corp
Recent Activity
Increased 20.61%
0.37%
$838,787
1,990 shares@ $421.51 avg price
IBBIshares Tr
Recent Activity
Increased 2.8%
0.37%
$826,315
6,250 shares@ $132.22 avg price
SUSAIshares Tr
Recent Activity
Increased 4.15%
0.37%
$824,259
6,779 shares@ $121.6 avg price
JNKSpdr Ser Tr
Recent Activity
Increased 1.06%
0.29%
$638,982
6,693 shares@ $95.48 avg price
VCRVanguard World Fd
Recent Activity
Increased 0.48%
0.28%
$634,396
1,690 shares@ $375.39 avg price
LQDIshares Tr
Recent Activity
Increased 4.33%
0.27%
$592,962
5,550 shares@ $106.84 avg price
SOXXIshares Tr
Recent Activity
Increased 116.54%
0.24%
$530,538
2,462 shares@ $215.5 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 23.05%
0.24%
$524,508
6,540 shares@ $80.2 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 148.52%
0.23%
$501,800
20,080 shares@ $25.0 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.22%
0.18%
$406,336
990 shares@ $410.45 avg price