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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
PFFIshares Tr Pfd And Incm Sec
Recent Activity
Increased 4.24%
0.39%
$4.522M
143,825 shares@ $31.44 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 6.87%
0.38%
$4.355M
13,123 shares@ $331.87 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 20.46%
0.36%
$4.159M
12,441 shares@ $334.34 avg price
IBDQIshares Tr Ibonds Dec25 Etf
Recent Activity
Increased 54.81%
0.36%
$4.142M
165,358 shares@ $25.06 avg price
IBHGIshares Tr Ibonds 2027 Term
Recent Activity
Increased 44.74%
0.35%
$4.092M
183,996 shares@ $22.24 avg price
BILSpdr Ser Tr Bloomberg 13 Mo
Recent Activity
Increased 56.28%
0.35%
$4.062M
44,426 shares@ $91.43 avg price
IBDRIshares Tr Ibonds Dec2026
Recent Activity
Increased 56.36%
0.34%
$3.976M
165,200 shares@ $24.07 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Increased 11.64%
0.34%
$3.965M
11,271 shares@ $351.79 avg price
PCEFInvesco Exch Traded Fd Tr Ii Cef Inm Compsi
Recent Activity
Increased 52.93%
0.34%
$3.908M
203,948 shares@ $19.17 avg price
IBHHIshares Tr Ibonds 28 Tr Hi
Recent Activity
Increased 36.77%
0.33%
$3.82M
163,463 shares@ $23.37 avg price