Bedell Frazier Investment Counseling, LLC Portfolio Holdings
Bedell Frazier Investment Counseling, LLC
- $418 Million
- Q3 2024
Bedell Frazier Investment Counseling, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $418 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $38.9M, Apple Inc. with a value of $38.1M, Lockheed Martin Corp with a value of $16.4M, Amazon Com Inc with a value of $15.7M, and Select Sector Spdr Fund Health with a value of $14.5M.
Examining the 13F form we can see an increase of $3.67M in the current position value, from $414M to 418M.
Below you can find more details about Bedell Frazier Investment Counseling, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $123 Million
Technology: $74.2 Million
Healthcare: $46.2 Million
Consumer Cyclical: $29.6 Million
Financial Services: $26.8 Million
Consumer Defensive: $26.3 Million
Industrials: $26 Million
Communication Services: $25.6 Million
Other: $40 Million