Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $260 Billion
  • Q1 2025

Bare Financial Services, Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $260 Billion distributed in 985 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 $32.8B, Ishares Tr with a value of $24.4B, Vanguard Value ETF with a value of $24.2B, Vanguard Bd Index Fd Inc Total with a value of $22.4B, and American Centy ETF Tr Avantis with a value of $20.8B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $249B to 260B.

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 $260 Billion
ETFs: $241 Billion
Technology: $1.86 Billion
Financial Services: $1.45 Billion
Consumer Cyclical: $530 Million
Utilities: $391 Million
Communication Services: $287 Million
Industrials: $238 Million
Healthcare: $148 Million
Other: $426 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94B
$351,000 0.0% of portfolio
12
Q1 2025 New
$765M
$587,000 0.0% of portfolio
10
Q1 2025 New
$1.8B
$475,000 0.0% of portfolio
12
Q1 2025 New
$1.09B
$704,000 0.0% of portfolio
32
Q1 2025 New
$825M
$811,000 0.0% of portfolio
168
Q1 2025 New
$1.34B
$533,000 0.0% of portfolio
27
Q1 2025 New
$1.55B
$703,000 0.0% of portfolio
14
Q1 2025 New
$835M
$6.27 Million 0.0% of portfolio
2,010
Q4 2024 Added 93.27%
$1.88B
$1.66 Million 0.0% of portfolio
143
Q1 2025 New
$1.99B
$1.94 Million 0.0% of portfolio
246
Q1 2025 New
$1.62B
$650,000 0.0% of portfolio
35
Q1 2025 New
$1.57B
$438,000 0.0% of portfolio
8
Q1 2025 New
$1.83B
$1.06 Million 0.0% of portfolio
107
Q1 2025 New
$1.12B
$1.18 Million 0.0% of portfolio
55
Q1 2025 New
$1.19B
$355,000 0.0% of portfolio
41
Q1 2025 New
$1.39B
$1.22 Million 0.0% of portfolio
114
Q1 2025 New
$1.85B
$1.03 Million 0.0% of portfolio
35
Q1 2025 New
$1.24B
$531,000 0.0% of portfolio
49
Q1 2025 New
$1.9B
$479,000 0.0% of portfolio
34
Q1 2025 New
$1.62B
$1.33 Million 0.0% of portfolio
231
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 985
  • Current Value $260 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 796 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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