Taylor Faw

@Strathmore Capital Advisors, Inc.

Latest period2024 - Q4

Reported12d ago

Managed Assets$137.427M

Total holdings37

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Strathmore Capital Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Strathmore Capital Advisors, Inc. 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 - Q4, they manage 137.427M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Taylor Faw, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WMTWalmart Inc Recent Activity New Position	0.22%	$289,210 3,201 shares@ $90.35 avg price	New Position
SOSouthern Co Recent Activity New Position	0.21%	$278,736 3,386 shares@ $82.33 avg price	New Position
RSPInvesco Exchange Traded Fd T Recent Activity New Position	0.19%	$249,991 1,427 shares@ $175.19 avg price	New Position
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.18%	$237,972 525 shares@ $453.28 avg price	New Position
WPCWp Carey Inc Recent Activity New Position	0.18%	$235,735 4,327 shares@ $54.49 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.16%	$208,722 1,096 shares@ $190.44 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.16%	$207,478 1,545 shares@ $134.29 avg price	New Position