Ashleigh Swayze

@Code Waechter Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$114.592M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BRK.BBerkshire Hathaway Inc Del Recent Activity Decreased -3.96%	0.25%	$285,566 630 shares@ $453.28 avg price	Decreased -3.96%
MCDMcdonalds Corp Recent Activity Decreased -4.87%	0.24%	$271,627 937 shares@ $289.9 avg price	Decreased -4.87%
LLYEli Lilly & Co Recent Activity Decreased -31.75%	0.2%	$222,336 288 shares@ $772.0 avg price	Decreased -31.75%
VVisa Inc Recent Activity Decreased -20.49%	0.19%	$214,607 679 shares@ $316.07 avg price	Decreased -20.49%
IJRIshares Tr Recent Activity Decreased -30.6%	0.18%	$204,861 1,778 shares@ $115.22 avg price	Decreased -30.6%
TROWPrice T Rowe Group Inc Recent Activity Decreased -22.75%	0.18%	$204,580 1,809 shares@ $113.1 avg price	Decreased -22.75%
AMCRAmcor Plc Recent Activity Decreased -24.75%	0.13%	$138,233 14,690 shares@ $9.42 avg price	Decreased -24.75%