Beta Wealth Group, Inc. Portfolio Holdings
Beta Wealth Group, Inc.
- $195 Million
- Q2 2024
Beta Wealth Group, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $195 Million distributed in 112 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 $19.3M, Jp Morgan Tr Mun ETF (De) with a value of $10.9M, J P Morgan Exchange Traded Fd with a value of $10.8M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.4M, and Microsoft Corp with a value of $8.16M.
Examining the 13F form we can see an increase of $5.56M in the current position value, from $189M to 195M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$195 Million
ETFs: $118 Million
Technology: $22.3 Million
Financial Services: $14.4 Million
Consumer Cyclical: $11.2 Million
Communication Services: $9.66 Million
Healthcare: $5.36 Million
Consumer Defensive: $5.3 Million
Industrials: $4.57 Million
Other: $1.94 Million