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Michael S Ryan

@Michael S. Ryan, Inc.

Latest period2024 - Q4ReportedManaged Assets$146.915MTotal holdings48
Assets growth rate2.36%Assets growth rate (2-Q avg)5.57%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Michael S. Ryan, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Michael S. Ryan, Inc. 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 146.915M in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 5.57%. The portfolio is managed by Michael S Ryan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.54%
8.18%
$12.016M
174,301 shares@ $68.94 avg price
IBDSIshares Tr
Recent Activity
Decreased -0.16%
2.31%
$3.391M
141,532 shares@ $23.96 avg price
AAPLApple Inc
Recent Activity
Decreased -4.12%
0.81%
$1.182M
4,719 shares@ $250.43 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.13%
0.56%
$808,452
3,685 shares@ $219.39 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.05%
0.39%
$562,881
6,230 shares@ $90.36 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -1.96%
0.32%
$464,998
3,849 shares@ $120.82 avg price
IBMInternational Business Machs
Recent Activity
Decreased -2.74%
0.31%
$451,091
2,052 shares@ $219.83 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -0.48%
0.16%
$226,028
1,024 shares@ $220.74 avg price