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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.41%
24.31%
$66.764M
113,916 shares@ $586.08 avg price
IEFAIshares Tr
Recent Activity
Increased 1.26%
20.62%
$56.63M
805,772 shares@ $70.28 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.71%
15.59%
$42.819M
79,469 shares@ $538.81 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 184%
10.54%
$28.93M
1.059M shares@ $27.33 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.63%
8.05%
$22.09M
423,013 shares@ $52.22 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -8.15%
3.86%
$10.6M
43,780 shares@ $242.14 avg price
IJHIshares Tr
Recent Activity
New Position
2.82%
$7.725M
123,971 shares@ $62.31 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -3.69%
2.75%
$7.538M
185,349 shares@ $40.68 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Decreased -3%
2.43%
$6.648M
132,553 shares@ $50.16 avg price
TIPIshares Tr
Recent Activity
Decreased -6.03%
2.33%
$6.375M
59,835 shares@ $106.55 avg price