Bellevue Asset Management, LLC Portfolio Holdings
Bellevue Asset Management, LLC
- $192 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 489
- Current Value $192 Million
- Prior Value $194 Million
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 50 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 58 stocks