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Lorraine Wang

@Gamma Investing Llc

Latest period2024 - Q4ReportedManaged Assets$1.173BTotal holdings3776
Assets growth rate16.3%Assets growth rate (2-Q avg)26.88%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gamma Investing Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3776 positions.

Assets under management

The assets under management (AUM) of Gamma Investing Llc 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 1.173B in assets, with a quarterly growth rate of 16.3% and a 2-quarter average growth rate of 26.88%. The portfolio is managed by Lorraine Wang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XOMExxon Mobil Corp Com
Recent Activity
Decreased -9.41%
0.61%
$7.093M
65,940 shares@ $107.58 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 15.03%
0.6%
$7.02M
7,662 shares@ $916.28 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 9.55%
0.6%
$7.011M
39,453 shares@ $177.71 avg price
JEPIJ P Morgan Exchange Traded Fd Equity Premium
Recent Activity
Increased 46.6%
0.6%
$6.94M
120,631 shares@ $57.53 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 19.04%
0.57%
$6.589M
12,514 shares@ $526.58 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 7.52%
0.55%
$6.391M
38,121 shares@ $167.66 avg price
MCHIIshares Tr Msci China Etf
Recent Activity
Increased 45.09%
0.5%
$5.805M
123,887 shares@ $46.87 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 13.1%
0.48%
$5.527M
93,357 shares@ $59.2 avg price
ORCLOracle Corp Com
Recent Activity
Increased 5.45%
0.45%
$5.243M
31,465 shares@ $166.65 avg price
BIVVanguard Bd Index Fds Intermed Term
Recent Activity
Increased 3.6%
0.45%
$5.183M
69,353 shares@ $74.74 avg price