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Scott K Sprinkle

@Sprinkle Financial Consultants Llc

Latest period2024 - Q3ReportedManaged Assets$139.939MTotal holdings70
Assets growth rate10.3%Assets growth rate (2-Q avg)9.31%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sprinkle Financial Consultants Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Sprinkle Financial Consultants Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 139.939M in assets, with a quarterly growth rate of 10.3% and a 2-quarter average growth rate of 9.31%. The portfolio is managed by Scott K Sprinkle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
Decreased -0.03%
17.43%
$24.388M
359,437 shares@ $67.85 avg price
IVWIshares Tr
Recent Activity
Decreased -0.29%
1.26%
$1.751M
18,287 shares@ $95.75 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.7%
0.95%
$1.318M
3,062 shares@ $430.34 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.23%
0.93%
$1.291M
2,805 shares@ $460.27 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.5%
0.6%
$834,178
5,030 shares@ $165.85 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.96%
0.5%
$694,637
4,717 shares@ $147.27 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.91%
0.37%
$515,810
899 shares@ $573.76 avg price
LBTYKLiberty Global Ltd
Recent Activity
Decreased -7.85%
0.15%
$202,699
9,380 shares@ $21.61 avg price