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
PHBInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.9%	$989,662 55,073 shares@ $17.98 avg price	New Position
GRPMInvesco Exchange Traded Fd T Recent Activity New Position	0.88%	$975,688 8,528 shares@ $114.41 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.86%	$950,945 4,687 shares@ $202.89 avg price	New Position
ORNOrion Group Hldgs Inc Recent Activity New Position	0.85%	$937,829 98,615 shares@ $9.52 avg price	New Position
SPHBInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.79%	$869,582 10,297 shares@ $84.46 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.62%	$680,929 1,777 shares@ $383.2 avg price	New Position
SPSMSpdr Ser Tr Recent Activity New Position	0.51%	$556,585 13,402 shares@ $41.53 avg price	New Position
PFEBInnovator Etfs Trust Recent Activity New Position	0.46%	$507,629 14,450 shares@ $35.14 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.45%	$495,293 2,503 shares@ $197.88 avg price	New Position
IVWIshares Tr Recent Activity New Position	0.45%	$491,124 5,307 shares@ $92.55 avg price	New Position