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Dale Q. Rice

@Dale Q Rice Investment Management Ltd

Latest period2024 - Q4ReportedManaged Assets$227.379MTotal holdings64
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 Dale Q Rice Investment Management Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Dale Q Rice Investment Management Ltd 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 227.379M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dale Q. Rice, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
New Position
24.27%
$55.167M
220,298 shares@ $250.42 avg price
USDProshares Ultra Semiconductors Etf
Recent Activity
New Position
12.51%
$28.445M
436,674 shares@ $65.14 avg price
QLDProshares Ultra Qqq Etf
Recent Activity
New Position
10.8%
$24.535M
226,668 shares@ $108.24 avg price
QQQInvsc Qqq Trust Srs 1 Etf
Recent Activity
New Position
6.81%
$15.466M
30,254 shares@ $511.23 avg price
SPYSpdr S&p 500 Etf Iv
Recent Activity
New Position
4.97%
$11.282M
19,249 shares@ $586.09 avg price
TSLATesla Inc
Recent Activity
New Position
2.79%
$6.329M
15,672 shares@ $403.84 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
New Position
2.57%
$5.839M
12,882 shares@ $453.28 avg price
GOOGLAlphabet Inc Class A
Recent Activity
New Position
2.53%
$5.746M
30,352 shares@ $189.3 avg price
XSDSpdr S&p Semiconductor Etf
Recent Activity
New Position
2.48%
$5.636M
22,685 shares@ $248.46 avg price
IJHIshares Core S&p Mid Capetf
Recent Activity
New Position
1.94%
$4.405M
70,700 shares@ $62.32 avg price