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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
JNJJohnson & Johnson
Recent Activity
Decreased -9.34%
0.52%
$590,789
4,085 shares@ $144.63 avg price
MTBM & T Bk Corp
Recent Activity
Decreased -13.47%
0.5%
$562,526
2,992 shares@ $188.02 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -18.84%
0.47%
$535,517
2,812 shares@ $190.44 avg price
IJHIshares Tr
Recent Activity
Decreased -20.05%
0.46%
$518,419
8,320 shares@ $62.31 avg price
FRTFederal Rlty Invt Tr New
Recent Activity
Decreased -2.06%
0.45%
$509,249
4,549 shares@ $111.95 avg price
MDTMedtronic Plc
Recent Activity
Decreased -3.08%
0.39%
$436,784
5,468 shares@ $79.89 avg price
MAMastercard Incorporated
Recent Activity
Decreased -12.48%
0.37%
$417,055
792 shares@ $526.59 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.34%
0.37%
$412,822
2,323 shares@ $177.72 avg price
CTBICommunity Tr Bancorp Inc
Recent Activity
Decreased -14.92%
0.34%
$385,952
7,278 shares@ $53.03 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.23%
0.34%
$381,168
416 shares@ $916.27 avg price