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Kristy DeJarnette

@Financial Security Advisor, Inc.

Latest period2024 - Q3ReportedManaged Assets$401.314MTotal holdings116
Assets growth rate34.45%Assets growth rate (2-Q avg)19.39%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Security Advisor, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Financial Security Advisor, 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 - Q3, they manage 401.314M in assets, with a quarterly growth rate of 34.45% and a 2-quarter average growth rate of 19.39%. The portfolio is managed by Kristy DeJarnette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFEPfizer Inc
Recent Activity
Exited
0%
$324,117
11,584 shares@ $27.98 avg price
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$264,790
2,480 shares@ $106.78 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$256,696
2,779 shares@ $92.37 avg price
NVONovo Nordisk A S Adr
Recent Activity
Exited
0%
$218,820
1,533 shares@ $142.74 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$207,312
1,041 shares@ $199.15 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$206,680
1,464 shares@ $141.18 avg price
GBTCGrayscale Bitcoin Trust Etf (btc)
Recent Activity
Exited
0%
$205,347
3,857 shares@ $53.25 avg price
NUENucor Corp
Recent Activity
Exited
0%
$202,838
1,283 shares@ $158.1 avg price