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Brian Glas

@Noble Family Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$363.096MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KOCoca Cola Co
Recent Activity
Exited
0%
$213,209
2,967 shares@ $71.87 avg price