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Jason Hiley

@Hiley Hunt Wealth Management

Latest period2024 - Q4ReportedManaged Assets$180.234MTotal holdings39
Assets growth rate3.26%Assets growth rate (2-Q avg)5.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hiley Hunt Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Hiley Hunt Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 180.234M in assets, with a quarterly growth rate of 3.26% and a 2-quarter average growth rate of 5.55%. The portfolio is managed by Jason Hiley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHWSchwab Charles Corp
Recent Activity
New Position
0.13%
$227,808
3,078 shares@ $74.02 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.12%
$215,002
980 shares@ $219.39 avg price