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Scott Geppert

@Stonekeep Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$134.28MTotal holdings58
Assets growth rate3.69%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonekeep Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Stonekeep Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 134.28M in assets, with a quarterly growth rate of 3.69% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Scott Geppert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Decreased -8.36%
16.88%
$22.666M
450,433 shares@ $50.33 avg price
SGOVIshares Tr
Recent Activity
Decreased -4.1%
11.35%
$15.24M
151,913 shares@ $100.32 avg price
AGGIshares Tr
Recent Activity
Decreased -0.3%
2.52%
$3.372M
34,795 shares@ $96.91 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.75%
2.2%
$2.952M
13,457 shares@ $219.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.92%
1.88%
$2.515M
18,728 shares@ $134.3 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -5.25%
1.81%
$2.424M
91,036 shares@ $26.64 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.47%
1.73%
$2.32M
5,503 shares@ $421.54 avg price
AAPLApple Inc
Recent Activity
Decreased -3.86%
1.19%
$1.596M
6,371 shares@ $250.44 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.44%
1.11%
$1.489M
7,816 shares@ $190.46 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -31.57%
0.88%
$1.177M
2,184 shares@ $538.88 avg price