Bbjs Financial Advisors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $268 Billion distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Atlassian Corporation with a value of $67.3B, Invesco S&P 500 Equal Weight E with a value of $22.6B, Vanguard Ftse Europe ETF Ftse with a value of $16.1B, Vanguard Small Cap Growth ETF with a value of $15.9B, and Vanguard Small Cap Value ETF with a value of $15.1B.
Examining the 13F form we can see an decrease of $12.2B in the current position value, from $280B to 268B.
Also it can be appreciated an additional of 51 stocks purchases and 1 closed positions.
Bbjs Financial Advisors, LLC is based out at Seattle, WA
Below you can find more details about Bbjs Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Billion
ETFs: $188 Billion
Real Estate: $5.55 Billion
Technology: $4.64 Billion
Financial Services: $483 Million
Consumer Defensive: $473 Million
Healthcare: $335 Million
Consumer Cyclical: $303 Million
Energy: $219 Million
Other: $311 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions