Beta Wealth Group, Inc. Portfolio Holdings
Beta Wealth Group, Inc.
- $203 Million
- Q3 2024
Beta Wealth Group, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $203 Million distributed in 114 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 $22.1M, J P Morgan Exchange Traded Fd with a value of $13.1M, Jp Morgan Tr Mun ETF (De) with a value of $10.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.8M, and Microsoft Corp with a value of $8.03M.
Examining the 13F form we can see an increase of $8.13M in the current position value, from $195M to 203M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $119 Million
Technology: $24.9 Million
Financial Services: $16.1 Million
Communication Services: $11.2 Million
Consumer Cyclical: $11.1 Million
Healthcare: $5.84 Million
Consumer Defensive: $5.49 Million
Industrials: $5.16 Million
Other: $2.31 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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