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Donna DiMaria

@Olympus Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$274.664MTotal holdings17
Assets growth rate-5.56%Assets growth rate (2-Q avg)-7.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Olympus Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Olympus Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 274.664M in assets, with a quarterly growth rate of -5.56% and a 2-quarter average growth rate of -7.29%. The portfolio is managed by Donna DiMaria, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
New Position
2.82%
$7.725M
123,971 shares@ $62.31 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
New Position
1%
$2.727M
209,946 shares@ $13.0 avg price