Bellevue Asset Management, LLC Portfolio Holdings
Bellevue Asset Management, LLC
- $179 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 477
- Current Value $179 Million
- Prior Value $192 Million
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks