Beta Wealth Group, Inc. Portfolio Holdings
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
Beta Wealth Group, Inc. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $189 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $18.4M, J P Morgan Exchange Traded Fd with a value of $11M, Jp Morgan Tr Mun ETF (De) with a value of $10.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.65M, and Microsoft Corp with a value of $7.61M.
Examining the 13F form we can see an increase of $14.6M in the current position value, from $174M to 189M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.