Bare Financial Services, Inc has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Billion distributed in 145 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 $33.8B, Vanguard Value ETF with a value of $22.6B, American Centy ETF Tr Avantis with a value of $21.7B, Ishares Tr with a value of $21.6B, and Vanguard Bd Index Fd Inc Total with a value of $20.1B.

Examining the 13F form we can see an increase of $5.24B in the current position value, from $243B to 249B.

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 $249 Billion
ETFs: $232 Billion
Technology: $1.87 Billion
Financial Services: $908 Million
Consumer Cyclical: $465 Million
Utilities: $368 Million
Communication Services: $308 Million
Real Estate: $87 Million
Industrials: $68.6 Million
Other: $220 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $249 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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