test

Ashleigh Swayze

@Code Waechter Llc

Latest period2024 - Q4ReportedManaged Assets$114.592MTotal holdings101
Assets growth rate9.19%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Code Waechter Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Code Waechter Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 114.592M in assets, with a quarterly growth rate of 9.19% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -2.26%
1.82%
$2.076M
4,924 shares@ $421.53 avg price
IVVIshares Tr
Recent Activity
Decreased -1.17%
1.3%
$1.486M
2,524 shares@ $588.68 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -5.4%
1.05%
$1.196M
5,159 shares@ $231.85 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.31%
0.76%
$861,764
3,928 shares@ $219.4 avg price
BENFranklin Resources Inc
Recent Activity
Decreased -9%
0.75%
$857,700
42,272 shares@ $20.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -5.44%
0.69%
$780,634
5,813 shares@ $134.3 avg price
NWFLNorwood Financial Corp
Recent Activity
Decreased -5.66%
0.67%
$758,040
27,864 shares@ $27.21 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.18%
0.62%
$709,454
2,960 shares@ $239.69 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.71%
0.56%
$637,655
1,088 shares@ $586.08 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.03%
0.56%
$633,927
1,253 shares@ $505.93 avg price