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Sherod Bigelow

@Seros Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$111.068MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
New Position
12.29%
$13.649M
28,489 shares@ $479.11 avg price
IWYIshares Tr
Recent Activity
New Position
8.9%
$9.878M
46,047 shares@ $214.52 avg price
IVEIshares Tr
Recent Activity
New Position
8.01%
$8.895M
48,872 shares@ $182.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
7.34%
$8.151M
20,037 shares@ $406.81 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
7%
$7.766M
70,738 shares@ $109.79 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
New Position
6.84%
$7.596M
166,039 shares@ $45.75 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
6.27%
$6.962M
401,017 shares@ $17.36 avg price
NJANInnovator Etfs Trust
Recent Activity
New Position
5.07%
$5.63M
124,142 shares@ $45.35 avg price
BJANInnovator Etfs Trust
Recent Activity
New Position
5.06%
$5.614M
124,477 shares@ $45.1 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
4.51%
$4.999M
172,849 shares@ $28.92 avg price