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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
PEPPepsico Inc
Recent Activity
Increased 1.86%
0.36%
$408,129
2,684 shares@ $152.06 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 9.94%
0.35%
$400,674
7,931 shares@ $50.52 avg price
MSMorgan Stanley
Recent Activity
Increased 0.91%
0.35%
$392,624
3,123 shares@ $125.73 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
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
SNYSanofi
Recent Activity
Increased 0.24%
0.29%
$322,803
6,693 shares@ $48.23 avg price