Bluestem Financial Advisors, LLC Portfolio Holdings

Bluestem Financial Advisors, LLC

  • $198 Million
  • Q2 2024

Bluestem Financial Advisors, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 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 $44M, Vanguard Bd Index Fd Inc Total with a value of $31.8M, Vanguard Small Cap ETF with a value of $24.7M, Vanguard Ftse All World Ex Us with a value of $22.9M, and Vanguard Bd Index Fd Inc Short with a value of $15.3M.

Examining the 13F form we can see an increase of $4.37M in the current position value, from $194M to 198M.

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 $198 Million
ETFs: $197 Million
Technology: $1.18 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 27
  • Current Value $198 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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