Rita Rhodes

@Envision Financial Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$124.753M

Total holdings37

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 Envision Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Envision Financial 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 124.753M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VVVanguard Index Fds Recent Activity New Position	0.43%	$534,281 1,981 shares@ $269.71 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.42%	$511,608 2,043 shares@ $250.42 avg price	New Position
IJHIshares Tr Recent Activity New Position	0.41%	$503,835 8,086 shares@ $62.31 avg price	New Position
RWOSpdr Index Shs Fds Recent Activity New Position	0.37%	$453,538 10,574 shares@ $42.9 avg price	New Position
AMLPAlps Etf Tr Recent Activity New Position	0.28%	$340,240 7,065 shares@ $48.16 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.25%	$304,413 2,857 shares@ $106.55 avg price	New Position
EESWisdomtree Tr Recent Activity New Position	0.25%	$303,305 5,623 shares@ $53.95 avg price	New Position