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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116M
$72,000 0.0% of portfolio
50
Q4 2023 New
$115M
$4.44 Million 0.0% of portfolio
693
Q3 2024 Added 1.17%
$183M
$548,000 0.0% of portfolio
80
Q4 2023 New
$218M
$68,000 0.0% of portfolio
17
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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