Blue Stem Wealth Partners, LLC Portfolio Holdings

Blue Stem Wealth Partners, LLC

  • $733 Billion
  • Q1 2025

Blue Stem Wealth Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $733 Billion distributed in 103 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 $126B, Vanguard Growth ETF with a value of $88.3B, Columbia ETF Tr I with a value of $52.5B, Schwab Strategic Tr Intl Eqty with a value of $42.4B, and Ishares U.S. Treasury Bond ETF with a value of $38.1B.

Examining the 13F form we can see an decrease of $28.4B in the current position value, from $762B to 733B.

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.

Portfolio value $733 Billion
ETFs: $674 Billion
Technology: $7.53 Billion
Financial Services: $5.53 Billion
Healthcare: $4.37 Billion
Consumer Cyclical: $3.37 Billion
Industrials: $2.17 Billion
Communication Services: $956 Million
Consumer Defensive: $732 Million
Other: $881 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $733 Billion
  • Prior Value $762 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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