test

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
IBDSIshares Tr
Recent Activity
Decreased -0.16%
2.31%
$3.391M
141,532 shares@ $23.96 avg price
IBDRIshares Tr
Recent Activity
Increased 2.4%
2.28%
$3.348M
139,099 shares@ $24.07 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 3.69%
2.27%
$3.323M
36,784 shares@ $90.35 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 3.01%
2.23%
$3.271M
37,648 shares@ $86.9 avg price
IBDUIshares Tr
Recent Activity
Increased 3.49%
1.88%
$2.757M
120,930 shares@ $22.81 avg price
IBDTIshares Tr
Recent Activity
Increased 2.87%
1.85%
$2.706M
108,693 shares@ $24.91 avg price
IBDWIshares Tr
Recent Activity
Increased 10.93%
1.69%
$2.477M
121,722 shares@ $20.36 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.69%
1.42%
$2.077M
8,959 shares@ $231.85 avg price
NVDANvidia Corporation
Recent Activity
0.99%
$1.454M
10,830 shares@ $134.3 avg price
AAPLApple Inc
Recent Activity
Decreased -4.12%
0.81%
$1.182M
4,719 shares@ $250.43 avg price