Bedell Frazier Investment Counseling, LLC Portfolio Holdings
Bedell Frazier Investment Counseling, LLC
- $391 Million
- Q1 2025
Bedell Frazier Investment Counseling, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $391 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $44.1M, Apple Inc. with a value of $34.7M, Amazon Com Inc with a value of $21M, Cohen & Steers Infrastructure Fund Inc with a value of $12.7M, and Coca Cola CO with a value of $11.7M.
Examining the 13F form we can see an decrease of $10.5M in the current position value, from $402M to 391M.
Below you can find more details about Bedell Frazier Investment Counseling, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$391 Million
ETFs: $113 Million
Technology: $71.4 Million
Consumer Defensive: $34.6 Million
Communication Services: $32.7 Million
Consumer Cyclical: $32.5 Million
Financial Services: $29.6 Million
Healthcare: $28.2 Million
Energy: $24.1 Million
Other: $25 Million