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Jennifer Milam

@Mustard Seed Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$123.073MTotal holdings81
Assets growth rate2.17%Assets growth rate (2-Q avg)8.72%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mustard Seed Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Mustard Seed Financial, 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 123.073M in assets, with a quarterly growth rate of 2.17% and a 2-quarter average growth rate of 8.72%. The portfolio is managed by Jennifer Milam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSTRMicrostrategy Inc
Recent Activity
New Position
0.28%
$341,462
1,179 shares@ $289.63 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.18%
$217,641
1,111 shares@ $195.9 avg price