Bare Financial Services, Inc Portfolio Holdings

Bare Financial Services, Inc

  • $243 Billion
  • Q3 2024

Bare Financial Services, Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Billion distributed in 151 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 $32.5B, Ishares Tr with a value of $22.3B, Vanguard Value ETF with a value of $21.7B, American Centy ETF Tr Avantis with a value of $20B, and Vanguard Bd Index Fd Inc Total with a value of $18.9B.

Examining the 13F form we can see an increase of $53.3B in the current position value, from $190B to 243B.

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 $243 Billion
ETFs: $226 Billion
Technology: $1.8 Billion
Industrials: $914 Million
Financial Services: $866 Million
Consumer Cyclical: $464 Million
Communication Services: $276 Million
Utilities: $174 Million
Consumer Defensive: $117 Million
Other: $275 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.46 Billion 0.6% of portfolio
-
Q3 2024 Added 0.04%
$4.09T
$1.29 Billion 0.53% of portfolio
5,528
Q3 2024 Added 0.02%
$1.47B
$889 Million 0.37% of portfolio
166,111
Q3 2024 New
$336B
$340 Million 0.14% of portfolio
2,800
Q2 2024 Added 900.0%
$1.14T
$202 Million 0.08% of portfolio
1,220
Q1 2024 Added 19.61%
$2.29T
$164 Million 0.07% of portfolio
882
Q1 2024 Reduced 10.0%
$1.53B
$182 Million 0.07% of portfolio
4,341
Q4 2023 New
$3.28B
$141 Million 0.06% of portfolio
7,804
Q3 2024 Added 0.28%
$77.9B
$157 Million 0.06% of portfolio
847
Q1 2024 Reduced 84.64%
$74.2B
$123 Million 0.05% of portfolio
472
Q1 2024 Reduced 58.89%
$1.7B
$120 Million 0.05% of portfolio
4,495
Q1 2024 New
$5.22B
$130 Million 0.05% of portfolio
1,183
Q4 2023 New
$57.5B
$103 Million 0.04% of portfolio
2,403
Q3 2024 Added 0.29%
$3.25T
$93.4 Million 0.04% of portfolio
217
Q4 2023 New
$880M
$89.3 Million 0.04% of portfolio
1,073
Q4 2023 New
$39B
$61 Million 0.03% of portfolio
5,776
Q1 2024 New
$13.4B
$40.3 Million 0.02% of portfolio
1,031
Q1 2024 New
$11.2B
$53.9 Million 0.02% of portfolio
865
Q1 2024 Added 260.42%
$192B
$40.2 Million 0.02% of portfolio
245
Q1 2024 Added 22.5%
$1.17T
$33.4 Million 0.01% of portfolio
200
Q1 2024 New
$248B
$24.5 Million 0.01% of portfolio
216
Q2 2024 Added 61.19%
$80.1B
$18 Million 0.01% of portfolio
767
Q4 2023 New
$204B
$15.8 Million 0.01% of portfolio
164
Q2 2024 New
$5.19B
$31.3 Million 0.01% of portfolio
729
Q4 2023 New
$57.3B
$16.9 Million 0.01% of portfolio
572
Q1 2024 New
$270B
$27.7 Million 0.01% of portfolio
386
Q4 2023 New
$0
$23.3 Million 0.01% of portfolio
1,848
Q4 2023 New
$168B
$13 Million 0.01% of portfolio
290
Q4 2023 New
$0
$13.8 Million 0.01% of portfolio
1,055
Q1 2024 New
$209B
$20.7 Million 0.01% of portfolio
199
Q4 2023 New
$44.7B
$16.3 Million 0.01% of portfolio
282
Q4 2023 New
$4.49B
$24.5 Million 0.01% of portfolio
635
Q1 2024 New
$41.3B
$12.5 Million 0.01% of portfolio
213
Q1 2024 New
$2.01B
$22.8 Million 0.01% of portfolio
804
Q1 2024 Added 164.47%
$20.5B
$17.5 Million 0.01% of portfolio
596
Q4 2023 New
$36.8B
$16.5 Million 0.01% of portfolio
408
Q1 2024 Reduced 88.35%
$38.7B
$19 Million 0.01% of portfolio
213
Q1 2024 New
$402B
$30 Million 0.01% of portfolio
74
Q4 2023 New
$148B
$28.6 Million 0.01% of portfolio
987
Q2 2024 Added 887.0%
$280B
$26.2 Million 0.01% of portfolio
178
Q4 2023 New
$441B
$29.1 Million 0.01% of portfolio
248
Q2 2024 Added 87.88%
$12.9B
$2.43 Million 0.0% of portfolio
22
Q2 2024 New
$267B
$169,000 0.0% of portfolio
3
Q2 2024 New
$2.67B
$2.03 Million 0.0% of portfolio
100
Q1 2024 New
$27.3B
$2.9 Million 0.0% of portfolio
146
Q2 2024 Reduced 66.51%
$35.6B
$5.72 Million 0.0% of portfolio
71
Q4 2023 New
$12.1B
$6.75 Million 0.0% of portfolio
25
Q3 2024 New
$19.8B
$30,000 0.0% of portfolio
1
Q2 2024 New
$1.63B
$356,000 0.0% of portfolio
40
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $243 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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