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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
CATCaterpillar Inc
Recent Activity
New Position
0.31%
$684,890
1,888 shares@ $362.76 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.29%
$655,056
3,600 shares@ $181.96 avg price
TQQQProshares Ultrapro Qqq Etf
Recent Activity
New Position
0.29%
$637,550
8,057 shares@ $79.13 avg price
IJKIshares S&p Mid Cap 400 Grwth Etf
Recent Activity
New Position
0.28%
$626,508
6,890 shares@ $90.94 avg price
SNSXXSchwab Us Treasury Money Investor
Recent Activity
New Position
0.28%
$623,104
623,104 shares@ $1.0 avg price
CVXChevron Corp New
Recent Activity
New Position
0.27%
$594,424
4,104 shares@ $144.85 avg price
HLTHilton Worldwide Hldgs I
Recent Activity
New Position
0.27%
$592,689
2,398 shares@ $247.16 avg price
SYKStryker Corp
Recent Activity
New Position
0.26%
$586,882
1,630 shares@ $360.06 avg price
FVFirst Trst Dorsey Wrightfocus 5 Etf
Recent Activity
New Position
0.26%
$570,638
9,662 shares@ $59.07 avg price
RPVInvsc S P 500 Pure Valueetf
Recent Activity
New Position
0.25%
$566,338
6,278 shares@ $90.21 avg price