Bar Harbor Wealth Management Portfolio Holdings
Bar Harbor Wealth Management
- $1.55 Billion
- Q3 2024
Bar Harbor Wealth Management has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $107M, Eli Lilly & CO with a value of $68.5M, Apple Inc. with a value of $61.3M, Ishares Core U.S. Aggregate Bo with a value of $56.8M, and Ishares Core S&P 500 ETF with a value of $51.1M.
Examining the 13F form we can see an increase of $73.1M in the current position value, from $1.48B to 1.55B.
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.
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 267
- Current Value $1.55 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 11 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks