Bellevue Asset Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 472 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $68.7M, Apple Inc. with a value of $11.5M, Capital Group Growth ETF Shs C with a value of $10.6M, First Trust Rising Dividend Ac with a value of $9.93M, and First Tr ETF Fd Iv First Tr Lo with a value of $8.71M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $179M to 196M.
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
$196 Million
Technology: $85.3 Million
ETFs: $75.6 Million
Consumer Cyclical: $10.1 Million
Consumer Defensive: $8.8 Million
Financial Services: $4.75 Million
Healthcare: $4.71 Million
Communication Services: $3.91 Million
Industrials: $2.25 Million
Other: $990,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
