Sherod Bigelow

@Seros Financial, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$111.068M

Total holdings52

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seros Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Seros Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 111.068M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Sherod Bigelow, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BNDVanguard Bd Index Fds Recent Activity New Position	2.75%	$3.05M 42,334 shares@ $72.06 avg price	New Position
BUFFInnovator Etfs Trust Recent Activity New Position	2.61%	$2.891M 67,424 shares@ $42.88 avg price	New Position
SCHXSchwab Strategic Tr Recent Activity New Position	2.15%	$2.378M 37,006 shares@ $64.26 avg price	New Position
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	1.7%	$1.881M 3,457 shares@ $544.26 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	1.65%	$1.831M 14,820 shares@ $123.55 avg price	New Position
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	1.51%	$1.67M 19,093 shares@ $87.46 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	1.28%	$1.411M 7,301 shares@ $193.26 avg price	New Position
AAPLApple Inc Recent Activity New Position	1.13%	$1.248M 5,927 shares@ $210.63 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	1.13%	$1.247M 2,789 shares@ $447.03 avg price	New Position
OMFLInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.95%	$1.053M 20,062 shares@ $52.5 avg price	New Position