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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
BXBlackstone Inc
Recent Activity
Decreased -7.48%
0.33%
$372,944
2,163 shares@ $172.42 avg price
HDHome Depot Inc
Recent Activity
Decreased -24.52%
0.33%
$371,134
954 shares@ $389.03 avg price
WTRGEssential Utils Inc
Recent Activity
Decreased -8.01%
0.32%
$366,432
10,089 shares@ $36.32 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -9.25%
0.31%
$351,996
6,504 shares@ $54.12 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.35%
0.28%
$311,238
4,999 shares@ $62.27 avg price
NEENextera Energy Inc
Recent Activity
Decreased -8.71%
0.28%
$310,704
4,334 shares@ $71.69 avg price
WLYWiley John & Sons Inc
Recent Activity
Decreased -7.22%
0.27%
$309,292
7,076 shares@ $43.72 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.11%
0.27%
$303,595
863 shares@ $351.8 avg price
TSLATesla Inc
Recent Activity
Decreased -6.35%
0.26%
$297,630
737 shares@ $403.84 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -3.31%
0.26%
$294,807
2,450 shares@ $120.33 avg price