Bellevue Asset Management, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Million distributed in 477 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $52.4M, Apple Inc. with a value of $12.5M, First Tr ETF Viii Tcw Opportun with a value of $10.2M, First Trust Rising Dividend Ac with a value of $9.28M, and Capital Group Growth ETF Shs C with a value of $9M.
Examining the 13F form we can see an decrease of $13M in the current position value, from $192M to 179M.
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
$179 Million
ETFs: $75.9 Million
Technology: $69 Million
Consumer Cyclical: $9.83 Million
Consumer Defensive: $8.58 Million
Healthcare: $4.98 Million
Financial Services: $4.53 Million
Communication Services: $3.35 Million
Industrials: $2.18 Million
Other: $1.05 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
