Berkeley Capital Partners, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 168 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 $70.2M, Vanguard Whitehall Fds (Vangua with a value of $28.4M, Vanguard Intermediate Term Cor with a value of $24.2M, Vanguard Lg Trm Corp Bd ETF with a value of $14.9M, and Invesco Qqq Trust, Series 1 with a value of $9.16M.
Examining the 13F form we can see an increase of $380K in the current position value, from $357M to 357M.
Below you can find more details about Berkeley Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $229 Million
Technology: $21.9 Million
Healthcare: $16.7 Million
Financial Services: $16 Million
Consumer Defensive: $13.5 Million
Consumer Cyclical: $12.2 Million
Communication Services: $10.4 Million
Real Estate: $9.57 Million
Other: $27.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
