Bluestem Financial Advisors, LLC Portfolio Holdings

Bluestem Financial Advisors, LLC

  • $214 Million
  • Q3 2024

Bluestem Financial Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $214 Million distributed in 27 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 $46.3M, Vanguard Bd Index Fd Inc Total with a value of $41.3M, Vanguard Small Cap ETF with a value of $27M, Vanguard Ftse All World Ex Us with a value of $24.7M, and Vanguard Specialized Funds Van with a value of $14M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $198M to 214M.

Bluestem Financial Advisors, LLC is based out at Champaign, IL

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

Portfolio value $214 Million
ETFs: $213 Million
Technology: $1.59 Million

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 27
  • Current Value $214 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Bluestem Financial Advisors, LLC Portfolio

Follow Bluestem Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bluestem Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bluestem Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email