Bbjs Financial Advisors, LLC Portfolio Holdings

Bbjs Financial Advisors, LLC

  • $280 Billion
  • Q3 2024

Bbjs Financial Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Atlassian Corporation with a value of $60.4B, Invesco S&P 500 Equal Weight E with a value of $26.3B, Vanguard Ftse Europe ETF Ftse with a value of $17.2B, Vanguard Small Cap Value ETF with a value of $16.7B, and Ishares S&P 500 Growth ETF with a value of $15B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $268B to 280B.

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 $280 Billion
ETFs: $198 Billion
Technology: $10.6 Billion
Real Estate: $6.41 Billion
Industrials: $2.97 Billion
Financial Services: $546 Million
Consumer Defensive: $485 Million
Consumer Cyclical: $375 Million
Healthcare: $239 Million
Other: $299 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.3B
$774 Million 0.28% of portfolio
70,000
Q4 2023 Reduced 6.67%
$5.21B
$416 Million 0.15% of portfolio
18,400
Q4 2022 New
$9.46B
$123 Million 0.04% of portfolio
2,000
Q2 2024 Reduced 50.0%
$3.25B
$6.18 Million 0.0% of portfolio
350
Q3 2024 Reduced 36.36%
$7.73B
$2.12 Million 0.0% of portfolio
8
Q4 2022 New
$8.09B
$5.65 Million 0.0% of portfolio
50
Q1 2024 New
$4.78B
$169,000 0.0% of portfolio
8
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $280 Billion
  • Prior Value $268 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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