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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
RFVInvsc S P Midcap 400 Pure Value Etf
Recent Activity
New Position
0.49%
$1.105M
9,114 shares@ $121.29 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.44%
$984,074
1,074 shares@ $916.28 avg price
FXLFirst Trust Technology Alphadex Etf
Recent Activity
New Position
0.44%
$978,054
6,584 shares@ $148.56 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
New Position
0.43%
$963,864
9,947 shares@ $96.9 avg price
DIASpdr Dow Jones Industrial Avrg Etf @
Recent Activity
New Position
0.41%
$919,080
2,160 shares@ $425.5 avg price
MRKMerck & Co. Inc.
Recent Activity
New Position
0.38%
$861,298
8,658 shares@ $99.49 avg price
SWVXXSchwab Value Advantage Money Investor Shares
Recent Activity
New Position
0.36%
$816,575
816,575 shares@ $1.0 avg price
DEDeere & Co
Recent Activity
New Position
0.35%
$791,472
1,868 shares@ $423.71 avg price
IBBIshares Biotechnology Etf
Recent Activity
New Position
0.35%
$779,906
5,899 shares@ $132.21 avg price
BABoeing Co
Recent Activity
New Position
0.33%
$744,639
4,207 shares@ $177.0 avg price