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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
MCDMcdonalds Corp
Recent Activity
Decreased -4.87%
0.24%
$271,627
937 shares@ $289.9 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.33%
0.24%
$270,054
932 shares@ $289.76 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 199.98%
0.24%
$265,018
10,166 shares@ $26.07 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.23%
$257,342
251 shares@ $1025.27 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.23%
$256,723
13,998 shares@ $18.34 avg price
RTXRtx Corporation
Recent Activity
New Position
0.22%
$247,757
2,141 shares@ $115.73 avg price
GPCGenuine Parts Co
Recent Activity
Increased 14.82%
0.2%
$228,032
1,953 shares@ $116.76 avg price
GEGe Aerospace
Recent Activity
New Position
0.2%
$225,847
1,354 shares@ $166.8 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -31.75%
0.2%
$222,336
288 shares@ $772.0 avg price
CARRCarrier Global Corporation
Recent Activity
New Position
0.2%
$219,729
3,219 shares@ $68.27 avg price