Bay Harbor Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $27.9M, Ishares Core S&P 500 ETF with a value of $24.8M, Dimensional ETF Tr with a value of $20.8M, Vanguard Ftse Developed Market with a value of $20.7M, and Vanguard Growth ETF with a value of $20.5M.
Examining the 13F form we can see an increase of $17.4M in the current position value, from $284M to 301M.
Below you can find more details about Bay Harbor Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$301 Million
ETFs: $295 Million
Technology: $1.95 Million
Consumer Cyclical: $866,000
Financial Services: $752,000
Healthcare: $620,000
Communication Services: $502,000
Industrials: $370,000
Consumer Defensive: $327,000
Other: $446,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
