Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $249 Billion
  • Q4 2024

Bare Financial Services, Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Billion distributed in 145 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 $33.8B, Vanguard Value ETF with a value of $22.6B, American Centy ETF Tr Avantis with a value of $21.7B, Ishares Tr with a value of $21.6B, and Vanguard Bd Index Fd Inc Total with a value of $20.1B.

Examining the 13F form we can see an increase of $5.24B in the current position value, from $243B to 249B.

Bare Financial Services, Inc is based out at Gap, PA

Below you can find more details about Bare Financial Services, Inc portfolio as well as his latest detailed transactions.

Portfolio value $249 Billion
ETFs: $232 Billion
Technology: $1.87 Billion
Financial Services: $908 Million
Consumer Cyclical: $465 Million
Utilities: $368 Million
Communication Services: $308 Million
Real Estate: $87 Million
Industrials: $68.6 Million
Other: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.8 Billion 13.59% of portfolio
57,407
Q4 2024 Added 1.79%
$0
$22.6 Billion 9.08% of portfolio
133,440
Q4 2024 Added 7.58%
$0
$21.7 Billion 8.72% of portfolio
224,627
Q4 2024 Added 7.9%
$0
$21.6 Billion 8.7% of portfolio
307,944
Q4 2024 Added 7.58%
$0
$20.1 Billion 8.09% of portfolio
279,726
Q4 2024 Added 10.97%
$0
$16 Billion 6.41% of portfolio
410,026
Q4 2024 Reduced 3.18%
$0
$13.2 Billion 5.3% of portfolio
454,895
Q4 2024 Added 5.33%
$0
$12.5 Billion 5.04% of portfolio
534,964
Q4 2024 Added 8.7%
Pimco Multisector Bond Active Exchange Traded Fund
-
$11.3 Billion 4.55% of portfolio
-
Q4 2024 Added 13.65%
$0
$9.66 Billion 3.88% of portfolio
225,539
Q4 2024 Added 11.75%
$0
$8.03 Billion 3.23% of portfolio
205,654
Q4 2024 Added 5.47%
$0
$6.98 Billion 2.81% of portfolio
125,954
Q4 2024 Added 9.32%
$0
$6.36 Billion 2.56% of portfolio
61,541
Q4 2024 Added 18.49%
$0
$5.1 Billion 2.05% of portfolio
206,673
Q4 2024 Reduced 10.94%
$0
$5.04 Billion 2.03% of portfolio
19,879
Q4 2024 Added 23.31%
$0
$4.05 Billion 1.63% of portfolio
37,972
Q4 2024 Added 26.13%
$0
$3.88 Billion 1.56% of portfolio
20,335
Q4 2024 Reduced 3.02%
$0
$3.51 Billion 1.41% of portfolio
12,206
Q4 2024 Reduced 0.47%
$0
$3.17 Billion 1.28% of portfolio
10,954
Q4 2024 Reduced 5.27%
$0
$2.73 Billion 1.1% of portfolio
75,079
Q4 2024 Added 3.32%
$0
$1.96 Billion 0.79% of portfolio
8,850
Q4 2024 Reduced 10.33%
$3.95T
$1.38 Billion 0.56% of portfolio
5,528
Q3 2024 Added 0.02%
$0
$1.2 Billion 0.48% of portfolio
31,966
Q4 2024 Reduced 3.08%
$0
$862 Million 0.35% of portfolio
11,056
Q4 2024 Added 28.98%
$0
$796 Million 0.32% of portfolio
7,839
Q4 2024 Reduced 4.17%
Capital Group Core Balanced ETF
-
$769 Million 0.31% of portfolio
-
Q4 2024 Added 105.6%
$0
$577 Million 0.23% of portfolio
928
Q4 2024 Added 2.09%
$0
$495 Million 0.2% of portfolio
1,952
Q4 2024 Added 4.33%
$0
$435 Million 0.17% of portfolio
8,628
Q4 2024 Reduced 1.98%
$335B
$335 Million 0.13% of portfolio
2,498
Q4 2024 Reduced 10.79%
$100B
$242 Million 0.1% of portfolio
1,083
Q4 2024 Added 129.45%
$1.1T
$231 Million 0.09% of portfolio
1,220
Q1 2024 Added 19.61%
$2.21T
$194 Million 0.08% of portfolio
882
Q1 2024 Reduced 10.0%
$0
$173 Million 0.07% of portfolio
873
Q2 2024 Reduced 0.46%
$1.54B
$166 Million 0.07% of portfolio
4,341
Q4 2023 New
$76B
$163 Million 0.07% of portfolio
847
Q1 2024 Reduced 84.64%
$93.4B
$184 Million 0.07% of portfolio
761
Q4 2024 Added 2.7%
$0
$182 Million 0.07% of portfolio
356
Q4 2023 New
$3.29B
$149 Million 0.06% of portfolio
7,731
Q4 2024 Reduced 0.94%
$5.31B
$113 Million 0.05% of portfolio
1,183
Q4 2023 New
$1.73B
$124 Million 0.05% of portfolio
4,495
Q1 2024 New
$0
$134 Million 0.05% of portfolio
578
Q4 2023 New
$0
$115 Million 0.05% of portfolio
910
Q4 2024 Reduced 16.89%
$0
$128 Million 0.05% of portfolio
1,434
Q2 2024 Added 478.23%
$0
$101 Million 0.04% of portfolio
784
Q2 2024 Reduced 1.26%
$43.1B
$91.7 Million 0.04% of portfolio
2,435
Q4 2024 Added 496.81%
-
$101 Million 0.04% of portfolio
-
Q4 2024 Reduced 92.95%
$3.04T
$91.5 Million 0.04% of portfolio
217
Q4 2023 New
$0
$102 Million 0.04% of portfolio
2,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $249 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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