Bar Harbor Wealth Management has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.51 Billion distributed in 257 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $110M, Apple Inc. with a value of $65.4M, Ishares Core S&P 500 ETF with a value of $63.6M, Eli Lilly & CO with a value of $59.4M, and Ishares Core U.S. Aggregate Bo with a value of $55.7M.
Examining the 13F form we can see an decrease of $39.7M in the current position value, from $1.55B to 1.51B.
Bar Harbor Wealth Management is based out at Concord, NH
Below you can find more details about Bar Harbor Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.51 Billion
ETFs: $544 Million
Healthcare: $190 Million
Technology: $176 Million
Financial Services: $136 Million
Industrials: $135 Million
Consumer Defensive: $104 Million
Energy: $76.3 Million
Consumer Cyclical: $69 Million
Other: $83.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
