Bellevue Asset Management, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Million distributed in 489 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $59.8M, Apple Inc. with a value of $14.3M, First Tr ETF Viii Tcw Opportun with a value of $8.97M, Capital Group Growth ETF Shs C with a value of $8.5M, and First Tr Mid Cap Core Alphadex with a value of $8.19M.
Examining the 13F form we can see an decrease of $1.31M in the current position value, from $194M to 192M.
Bellevue Asset Management, LLC is based out at Bellevue, WA
Below you can find more details about Bellevue Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
Technology: $80.1 Million
ETFs: $74 Million
Consumer Cyclical: $13.2 Million
Consumer Defensive: $8.41 Million
Financial Services: $4.92 Million
Healthcare: $4.53 Million
Communication Services: $3.95 Million
Industrials: $2.29 Million
Other: $1.06 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
