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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
IYJIshares Us Industrials Etf
Recent Activity
New Position
0.25%
$551,438
4,130 shares@ $133.53 avg price
MGMMgm Resorts Intl
Recent Activity
New Position
0.24%
$534,597
15,428 shares@ $34.66 avg price
JPMJpmorgan Chase & Co
Recent Activity
New Position
0.22%
$497,638
2,076 shares@ $239.72 avg price
HIGHartford Finl Svcs Group
Recent Activity
New Position
0.22%
$481,360
4,400 shares@ $109.4 avg price
LRCXLam Resh Corp Class Equity
Recent Activity
New Position
0.21%
$468,773
6,490 shares@ $72.24 avg price
SOXXIshares Semiconductor Etf
Recent Activity
New Position
0.21%
$459,209
2,131 shares@ $215.49 avg price
VWNDXVanguard Windsor Investor Shares
Recent Activity
New Position
0.2%
$441,663
21,072 shares@ $20.96 avg price
SSOProshares Ultra S&p 500 Etf
Recent Activity
New Position
0.2%
$433,132
4,682 shares@ $92.52 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.19%
$429,674
7,258 shares@ $59.21 avg price
SCDGXDws Core Equity S
Recent Activity
New Position
0.19%
$426,990
12,485 shares@ $34.21 avg price