Brian Glas

@Noble Family Wealth, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$363.096M

Total holdings61

Assets growth rate-2.37%

Assets growth rate (2-Q avg)2.35%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Noble Family Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Noble Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 363.096M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 2.35%. The portfolio is managed by Brian Glas, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Tr Recent Activity New Position	0.09%	$314,993 533 shares@ $590.99 avg price	New Position
TTTrane Technologies Plc Recent Activity New Position	0.08%	$289,271 780 shares@ $370.87 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.07%	$227,354 950 shares@ $239.32 avg price	New Position