Bay Harbor Wealth Management, LLC Portfolio Holdings
Bay Harbor Wealth Management, LLC
- $284 Million
- Q2 2024
Bay Harbor Wealth Management, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $284 Million distributed in 168 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 $26.4M, Ishares Core Total Usd Bond Ma with a value of $23.5M, Vanguard Growth ETF with a value of $21.7M, Vanguard Ftse Developed Market with a value of $20.3M, and Vanguard Value ETF with a value of $17M.
Examining the 13F form we can see an increase of $8.2M in the current position value, from $275M to 284M.
Below you can find more details about Bay Harbor Wealth Management, LLC portfolio as well as his latest detailed transactions.