test

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
WMTWalmart Inc Com
Recent Activity
0.03%
$58,456
647 shares@ $90.35 avg price
BPBp Plc Sponsored Adr
Recent Activity
0.03%
$53,977
1,826 shares@ $29.57 avg price
BACBank America Corp Com
Recent Activity
0.02%
$44,565
1,014 shares@ $43.95 avg price
NDSNNordson Corp Com
Recent Activity
0.02%
$44,359
212 shares@ $209.25 avg price
IYRIshares U.s. Real Estate Etf
Recent Activity
Decreased -98.36%
0.02%
$43,087
463 shares@ $93.07 avg price
MSFTMicrosoft Corp Com
Recent Activity
0.02%
$40,043
95 shares@ $421.51 avg price
NNINelnet Inc Cl A
Recent Activity
New Position
0.02%
$38,452
360 shares@ $106.82 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
0.02%
$37,103
196 shares@ $189.31 avg price
SLYGSpdr S&p 600 Small Cap Growth Etf
Recent Activity
Decreased -98.78%
0.02%
$36,140
400 shares@ $90.35 avg price
RPMRpm Intl Inc Com
Recent Activity
Increased 4.12%
0.02%
$34,218
278 shares@ $123.09 avg price