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Kenneth "Kacy" Gott

@Meritas Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$166.218MTotal holdings50
Assets growth rate2.84%Assets growth rate (2-Q avg)8.42%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Meritas Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Meritas Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.218M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 8.42%. The portfolio is managed by Kenneth "Kacy" Gott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMTWalmart Inc
Recent Activity
Decreased -4.25%
0.37%
$610,043
6,752 shares@ $90.35 avg price
TSLATesla Inc
Recent Activity
Decreased -22.12%
0.33%
$533,069
1,320 shares@ $403.85 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.49%
0.3%
$492,900
553 shares@ $891.33 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -3.18%
0.3%
$483,452
12,756 shares@ $37.9 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.59%
0.17%
$269,663
1,416 shares@ $190.44 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.96%
0.17%
$268,866
499 shares@ $538.81 avg price
FTNTFortinet Inc
Recent Activity
Decreased -2.74%
0.16%
$250,655
2,653 shares@ $94.48 avg price
DLBDolby Laboratories Inc
Recent Activity
Decreased -19.19%
0.13%
$211,729
2,711 shares@ $78.1 avg price