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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
NVDANvidia Corp
Recent Activity
New Position
1.9%
$4.311M
32,100 shares@ $134.29 avg price
IHIIshares Us Medical Devices Etf
Recent Activity
New Position
1.87%
$4.247M
72,784 shares@ $58.35 avg price
IYWIshares Us Technology Etf
Recent Activity
New Position
1.58%
$3.57M
22,380 shares@ $159.53 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
1.49%
$3.375M
8,008 shares@ $421.47 avg price
MAMastercard Inc Class A
Recent Activity
New Position
1.47%
$3.322M
6,308 shares@ $526.6 avg price
TMFCMotley Fool 100 Index Etf
Recent Activity
New Position
1.27%
$2.881M
47,915 shares@ $60.13 avg price
AMZNAmazon.com Inc
Recent Activity
New Position
1.24%
$2.799M
12,760 shares@ $219.39 avg price
ROMProshares Ultra Technology Etf
Recent Activity
New Position
0.91%
$2.051M
29,418 shares@ $69.74 avg price
XSWSpdr S&p Software Services Etf
Recent Activity
New Position
0.73%
$1.652M
8,741 shares@ $188.98 avg price
BXBlackstone Inc
Recent Activity
New Position
0.73%
$1.651M
9,574 shares@ $172.43 avg price