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Matthew Copley

@Copley Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$110.057MTotal holdings216
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 Copley Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 216 positions.

Assets under management

The assets under management (AUM) of Copley Financial Group, Inc. 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 - Q3, they manage 110.057M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Matthew Copley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value