Teresa Douberly

@Wealthcollab, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$152.789M

Total holdings881

Assets growth rate-44.39%

Assets growth rate (2-Q avg)29.18%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcollab, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 881 positions.

Assets under management

The assets under management (AUM) of Wealthcollab, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 152.789M in assets, with a quarterly growth rate of -44.39% and a 2-quarter average growth rate of 29.18%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DASHDoordash Inc Recent Activity New Position	0.2%	$300,447 2,105 shares@ $142.74 avg price	New Position
GOVTIshares Tr Recent Activity New Position	0.03%	$40,006 1,706 shares@ $23.46 avg price	New Position
GBILGoldman Sachs Etf Tr Recent Activity New Position	0.02%	$23,669 236 shares@ $100.3 avg price	New Position
CERTCertara Inc Recent Activity New Position	0.02%	$23,420 2,000 shares@ $11.71 avg price	New Position
NUTXNutex Health Inc Recent Activity New Position	0.02%	$18,337 845 shares@ $21.71 avg price	New Position
JDJd.com Inc Recent Activity New Position	0.02%	$17,680 442 shares@ $40.0 avg price	New Position
ORANYOrange Recent Activity New Position	0.02%	$17,530 1,527 shares@ $11.49 avg price	New Position
PZZAPapa Johns Intl Inc Recent Activity New Position	0.01%	$11,475 213 shares@ $53.88 avg price	New Position
JPSTJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$11,011 217 shares@ $50.75 avg price	New Position
SHVIshares Tr Recent Activity New Position	0.01%	$10,621 96 shares@ $110.64 avg price	New Position