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Alisha Arvold

@Christopher J. Hasenberg, Inc

Latest period2024 - Q4ReportedManaged Assets$248.115MTotal holdings189
Assets growth rate2.49%Assets growth rate (2-Q avg)6.09%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Christopher J. Hasenberg, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Christopher J. Hasenberg, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 248.115M in assets, with a quarterly growth rate of 2.49% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Alisha Arvold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc Com
Recent Activity
Increased 0.33%
0.04%
$76,879
307 shares@ $250.43 avg price
PGRProgressive Corp Com
Recent Activity
0.04%
$74,998
313 shares@ $239.62 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 25.75%
0.04%
$74,762
127 shares@ $588.68 avg price
SYYSysco Corp Com
Recent Activity
0.03%
$74,396
973 shares@ $76.47 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
0.03%
$72,674
124 shares@ $586.09 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
0.03%
$67,642
560 shares@ $120.79 avg price
COSTCostco Whsl Corp New Com
Recent Activity
0.03%
$66,888
73 shares@ $916.28 avg price
CSCOCisco Sys Inc Com
Recent Activity
0.03%
$65,120
1,100 shares@ $59.2 avg price
BLKBlackrock Inc Com
Recent Activity
0.03%
$63,557
62 shares@ $1025.12 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
0.03%
$63,428
503 shares@ $126.1 avg price