Blue Stem Wealth Partners, LLC Portfolio Holdings
Blue Stem Wealth Partners, LLC
- $762 Billion
- Q4 2024
Blue Stem Wealth Partners, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $762 Billion distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $145B, Vanguard Growth ETF with a value of $85.7B, Schwab Fundamental U S Large C with a value of $53.4B, Ishares Core S&P Mid Cap ETF with a value of $51.3B, and Schwab Strategic Tr Intl Eqty with a value of $50.4B.
Examining the 13F form we can see an increase of $762B in the current position value.
Blue Stem Wealth Partners, LLC is based out at Minnetonka, MN
Below you can find more details about Blue Stem Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 101
- Current Value $762 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 101 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks