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Kyle Rolek

@Rolek Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$127.604MTotal holdings11
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 Rolek Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Rolek Wealth Management Llc 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 127.604M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kyle Rolek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OSCROscar Health Inc
Recent Activity
New Position
0.17%
$208,347
15,502 shares@ $13.45 avg price