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Syed Rizvi

@Alphaq Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$36.057MTotal holdings35
Assets growth rate5.06%Assets growth rate (2-Q avg)-37.13%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Alphaq Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Alphaq 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 - Q3, they manage 36.057M in assets, with a quarterly growth rate of 5.06% and a 2-quarter average growth rate of -37.13%. The portfolio is managed by Syed Rizvi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NEENextera Energy Inc
Recent Activity
New Position
0.9%
$321,214
3,800 shares@ $84.53 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.74%
$264,939
1,487 shares@ $178.18 avg price
FSLRFirst Solar Inc
Recent Activity
New Position
0.7%
$249,440↑ Call
1,000 shares@ $249.44 avg price
TSLATesla Inc
Recent Activity
New Position
0.67%
$241,223
922 shares@ $261.64 avg price
PFEPfizer Inc
Recent Activity
New Position
0.67%
$238,466
8,240 shares@ $28.95 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.57%
$204,175
1,211 shares@ $168.61 avg price
9168⤦Upstart Hldgs Inc
Recent Activity
New Position
0.05%
$17,641
20,000 shares@ $0.89 avg price