Berkeley Capital Partners, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $347 Million distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $68.9M, Vanguard Whitehall Fds (Vangua with a value of $28M, Vanguard Intermediate Term Cor with a value of $23.7M, Vanguard Lg Trm Corp Bd ETF with a value of $14.9M, and Vanguard Industrial ETF with a value of $9.16M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $330M to 347M.
Below you can find more details about Berkeley Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$347 Million
ETFs: $221 Million
Technology: $23.9 Million
Healthcare: $16.7 Million
Financial Services: $13.5 Million
Consumer Defensive: $13.3 Million
Consumer Cyclical: $12.9 Million
Communication Services: $9.93 Million
Real Estate: $9.52 Million
Other: $25.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
