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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
ESEversource Energy
Recent Activity
Increased 2.33%
0.79%
$896,253
15,606 shares@ $57.44 avg price
UHTUniversal Health Rlty Income
Recent Activity
Increased 0.05%
0.77%
$871,049
23,409 shares@ $37.22 avg price
FTSFortis Inc
Recent Activity
Increased 1.51%
0.68%
$777,692
18,708 shares@ $41.58 avg price
CVXChevron Corp New
Recent Activity
Increased 4.11%
0.68%
$771,803
5,329 shares@ $144.84 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.07%
0.61%
$698,709
3,691 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 25.8%
0.55%
$628,254
1,073 shares@ $585.52 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Increased 3.86%
0.5%
$572,453
18,544 shares@ $30.87 avg price
SJMSmucker J M Co
Recent Activity
Increased 2.54%
0.49%
$553,133
5,023 shares@ $110.13 avg price
SONSonoco Prods Co
Recent Activity
Increased 16.8%
0.41%
$459,923
9,415 shares@ $48.86 avg price
BKHBlack Hills Corp
Recent Activity
Increased 7.82%
0.37%
$415,609
7,102 shares@ $58.52 avg price