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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BILSSpdr Ser Tr Bloomberg 312 M
| 0.32% | $3.652M 36,834 shares@ $99.15 avg price | Increased 59.81% |
PEPPepsico Inc Com
| 0.31% | $3.633M 23,891 shares@ $152.06 avg price | Decreased -4.9% |
IBDSIshares Tr Ibonds 27 Etf
| 0.31% | $3.614M 150,847 shares@ $23.96 avg price | Increased 33.05% |
FIFiserv Inc Com
| 0.31% | $3.605M 17,547 shares@ $205.43 avg price | Increased 20.63% |
GEGe Aerospace Com New
| 0.31% | $3.563M 21,365 shares@ $166.79 avg price | Decreased -0.57% |
GSGoldman Sachs Group Inc Com
| 0.31% | $3.56M 6,217 shares@ $572.67 avg price | Increased 6.01% |
DGROIshares Tr Core Div Grwth
| 0.3% | $3.462M 56,440 shares@ $61.34 avg price | Increased 0.27% |
BLKBlackrock Inc Com
| 0.3% | $3.427M 3,343 shares@ $1025.12 avg price | Increased 9.58% |
IBMInternational Business Machs Com
| 0.28% | $3.261M 14,832 shares@ $219.84 avg price | Increased 9.46% |
TAtt Inc Com
| 0.28% | $3.258M 143,063 shares@ $22.78 avg price | Increased 8.41% |