Bluesphere Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $193 Million distributed in 90 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 $55.1M, Ishares Russell 1000 Gr ETF with a value of $35.4M, Ishares Tr Russell 200 Growth with a value of $11.1M, Ishares Tr Global 100 ETF with a value of $8.31M, and Microsoft Corp with a value of $7.51M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $170M to 193M.

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 $193 Million
ETFs: $146 Million
Technology: $17 Million
Communication Services: $9.21 Million
Financial Services: $7.34 Million
Consumer Defensive: $5.38 Million
Consumer Cyclical: $5.01 Million
Healthcare: $1.69 Million
Industrials: $962,000
Other: $1.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $193 Million
  • Prior Value $170 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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