Bluesphere Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.9M, Ishares Russell 1000 Gr ETF with a value of $30M, Ishares Tr Russell 200 Growth with a value of $10.1M, Ishares Tr Global 100 ETF with a value of $7.53M, and Microsoft Corp with a value of $5.67M.

Examining the 13F form we can see an decrease of $28.7M in the current position value, from $199M to 170M.

Bluesphere Advisors, LLC is based out at East Norriton, PA

Below you can find more details about Bluesphere Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $129 Million
Technology: $13.6 Million
Communication Services: $8.11 Million
Financial Services: $7.17 Million
Consumer Cyclical: $4.79 Million
Consumer Defensive: $4.78 Million
Healthcare: $1.4 Million
Energy: $822,000
Other: $537,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $170 Million
  • Prior Value $199 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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