Bar Harbor Wealth Management Portfolio Holdings
Bar Harbor Wealth Management
- $1.51 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 257
- Current Value $1.51 Billion
- Prior Value $1.55 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks