Beta Wealth Group, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $199 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $23.9M, Jp Morgan Tr Mun ETF (De) with a value of $10.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.82M, First Trust Emerging Markets S with a value of $8.75M, and Invesco S&P 500 Value With Mom with a value of $8.09M.
Examining the 13F form we can see an decrease of $7.45M in the current position value, from $206M to 199M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
ETFs: $122 Million
Technology: $21 Million
Financial Services: $16.2 Million
Consumer Cyclical: $13.7 Million
Industrials: $6.16 Million
Communication Services: $5.14 Million
Healthcare: $4.88 Million
Consumer Defensive: $2.45 Million
Other: $2.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
