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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
DVYIshares Select Dividend Etf
Recent Activity
New Position
0.73%
$1.65M
12,570 shares@ $131.3 avg price
RSPInvsc S P 500 Equal Weight Etf Iv
Recent Activity
New Position
0.71%
$1.603M
9,147 shares@ $175.24 avg price
BOOTBoot Barn Hldgs Inc
Recent Activity
New Position
0.68%
$1.544M
10,172 shares@ $151.83 avg price
XLKTechnology Select Sectorspdr Etf Iv
Recent Activity
New Position
0.66%
$1.495M
6,432 shares@ $232.51 avg price
FBTFirst Trust Nyse Arca Biotech Id Etf
Recent Activity
New Position
0.62%
$1.391M
8,371 shares@ $166.22 avg price
GOOGAlphabet Inc Class C
Recent Activity
New Position
0.58%
$1.308M
6,868 shares@ $190.44 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
New Position
0.56%
$1.271M
11,030 shares@ $115.22 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
New Position
0.55%
$1.23M
45,006 shares@ $27.33 avg price
RFGInvsc S P Midcap 400 Pure Growth Etf
Recent Activity
New Position
0.51%
$1.148M
23,702 shares@ $48.42 avg price
DIGProshares Ultra Energy Etf
Recent Activity
New Position
0.5%
$1.12M
31,072 shares@ $36.04 avg price