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Brett Upper

@Tide Cove Capital Partners Llc

Latest period2024 - Q4ReportedManaged Assets$133.547MTotal holdings16
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 Tide Cove Capital Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Tide Cove Capital Partners 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 - Q4, they manage 133.547M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Brett Upper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCITVanguard Scottsdale Fds
Recent Activity
New Position
3.42%
$4.566M
57,653 shares@ $79.2 avg price
IEFAIshares Tr
Recent Activity
New Position
2.98%
$3.972M
64,437 shares@ $61.64 avg price
JNJJohnson & Johnson
Recent Activity
New Position
2.24%
$2.99M
16,927 shares@ $176.65 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
1.89%
$2.514M
29,925 shares@ $84.0 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
New Position
1.67%
$2.222M
30,447 shares@ $73.0 avg price
ABTAbbott Labs
Recent Activity
New Position
0.69%
$917,904
8,361 shares@ $109.79 avg price