Alisha Arvold

@Christopher J. Hasenberg, Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$248.115M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DCDakota Gold Corp Com Recent Activity	0.01%	$22,000 10,000 shares@ $2.2 avg price
PEPPepsico Inc Com Recent Activity Decreased -46.66%	0.01%	$21,897 144 shares@ $152.07 avg price	Decreased -46.66%
IWRIshares Russell Midcap Etf Recent Activity	0.01%	$21,304 241 shares@ $88.4 avg price
SOLVSolventum Corp Com Shs Recent Activity Increased 5.27%	0.01%	$21,139 320 shares@ $66.06 avg price	Increased 5.27%
FFord Mtr Co Com Recent Activity	0.01%	$19,958 2,016 shares@ $9.9 avg price
VVisa Inc Com Cl A Recent Activity	0.01%	$18,646 59 shares@ $316.04 avg price
AEPAmerican Elec Pwr Co Inc Com Recent Activity	0.01%	$17,616 191 shares@ $92.24 avg price
AFMCFirst Trust Active Factor Mid Cap Etf Recent Activity Decreased -35.9%	0.01%	$17,593 557 shares@ $31.59 avg price	Decreased -35.9%
AVLVAvantis U.s. Large Cap Value Etf Recent Activity Decreased -99.09%	0.01%	$17,494 262 shares@ $66.78 avg price	Decreased -99.09%
TAt&t Inc Com Recent Activity	0.01%	$16,440 722 shares@ $22.78 avg price