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Marion Hebert

@Central Valley Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$220.046MTotal holdings137
Assets growth rate24.15%Assets growth rate (2-Q avg)-0.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Central Valley Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Central Valley Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 220.046M in assets, with a quarterly growth rate of 24.15% and a 2-quarter average growth rate of -0.09%. The portfolio is managed by Marion Hebert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QCLNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -20.89%
0.13%
$265,639
7,829 shares@ $33.94 avg price
NKENike Inc
Recent Activity
Decreased -6.84%
0.12%
$254,175
3,359 shares@ $75.67 avg price
TAt&t Inc
Recent Activity
Decreased -11.64%
0.1%
$207,412
9,109 shares@ $22.78 avg price