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
PEPPepsico Inc Recent Activity Increased 1.86%	0.36%	$408,129 2,684 shares@ $152.06 avg price	Increased 1.86%
ADMArcher Daniels Midland Co Recent Activity Increased 9.94%	0.35%	$400,674 7,931 shares@ $50.52 avg price	Increased 9.94%
MSMorgan Stanley Recent Activity Increased 0.91%	0.35%	$392,624 3,123 shares@ $125.73 avg price	Increased 0.91%
SNYSanofi Recent Activity Increased 0.24%	0.29%	$322,803 6,693 shares@ $48.23 avg price	Increased 0.24%
SCHZSchwab Strategic Tr Recent Activity Increased 99.47%	0.25%	$281,545 12,403 shares@ $22.7 avg price	Increased 99.47%
VTIVanguard Index Fds Recent Activity Increased 0.33%	0.24%	$270,054 932 shares@ $289.76 avg price	Increased 0.33%
SCHVSchwab Strategic Tr Recent Activity Increased 199.98%	0.24%	$265,018 10,166 shares@ $26.07 avg price	Increased 199.98%
GPCGenuine Parts Co Recent Activity Increased 14.82%	0.2%	$228,032 1,953 shares@ $116.76 avg price	Increased 14.82%
PIIPolaris Inc Recent Activity Increased 43.84%	0.19%	$214,577 3,724 shares@ $57.63 avg price	Increased 43.84%