Blue Stem Wealth Partners, LLC Portfolio Holdings

Blue Stem Wealth Partners, LLC

  • $762 Billion
  • Q4 2024

Blue Stem Wealth Partners, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $762 Billion distributed in 101 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 $145B, Vanguard Growth ETF with a value of $85.7B, Schwab Fundamental U S Large C with a value of $53.4B, Ishares Core S&P Mid Cap ETF with a value of $51.3B, and Schwab Strategic Tr Intl Eqty with a value of $50.4B.

Examining the 13F form we can see an increase of $762B in the current position value.

Blue Stem Wealth Partners, LLC is based out at Minnetonka, MN

Below you can find more details about Blue Stem Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $762 Billion
ETFs: $724 Billion
Technology: $8.34 Billion
Financial Services: $6.11 Billion
Consumer Cyclical: $4.26 Billion
Healthcare: $4.16 Billion
Industrials: $2.32 Billion
Communication Services: $1.2 Billion
Consumer Defensive: $903 Million
Other: $1.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$145 Billion 19.01% of portfolio
245,983
Q4 2024 New
$0
$85.7 Billion 11.25% of portfolio
208,822
Q4 2024 New
$0
$53.4 Billion 7.01% of portfolio
2,254,263
Q4 2024 New
$0
$51.3 Billion 6.74% of portfolio
823,773
Q4 2024 New
$0
$50.4 Billion 6.61% of portfolio
2,721,792
Q4 2024 New
$0
$41.4 Billion 5.44% of portfolio
1,196,929
Q4 2024 New
$0
$38.2 Billion 5.02% of portfolio
531,701
Q4 2024 New
$0
$38.1 Billion 5.0% of portfolio
991,674
Q4 2024 New
$0
$35.3 Billion 4.63% of portfolio
1,535,845
Q4 2024 New
$0
$27.9 Billion 3.66% of portfolio
615,462
Q4 2024 New
$0
$19.5 Billion 2.56% of portfolio
388,265
Q4 2024 New
$0
$17.2 Billion 2.26% of portfolio
391,487
Q4 2024 New
$0
$13.2 Billion 1.73% of portfolio
297,177
Q4 2024 New
$0
$12.6 Billion 1.65% of portfolio
535,618
Q4 2024 New
$0
$10.2 Billion 1.34% of portfolio
60,464
Q4 2024 New
Jpmorgan Limited Duration Bond ETF
-
$8.36 Billion 1.1% of portfolio
-
Q4 2024 New
$0
$6.42 Billion 0.84% of portfolio
66,315
Q4 2024 New
$0
$6.38 Billion 0.84% of portfolio
27,422
Q4 2024 New
$0
$6.31 Billion 0.83% of portfolio
80,241
Q4 2024 New
$0
$6.19 Billion 0.81% of portfolio
46,981
Q4 2024 New
$0
$4.56 Billion 0.6% of portfolio
47,254
Q4 2024 New
$3.74T
$4.49 Billion 0.59% of portfolio
17,912
Q4 2024 New
$0
$4.43 Billion 0.58% of portfolio
218,307
Q4 2024 New
$0
$4.41 Billion 0.58% of portfolio
76,865
Q4 2024 New
$0
$3.04 Billion 0.4% of portfolio
61,360
Q4 2024 New
$57.4B
$3.07 Billion 0.4% of portfolio
5,766
Q4 2024 New
$0
$2.86 Billion 0.38% of portfolio
79,495
Q4 2024 New
$0
$2.82 Billion 0.37% of portfolio
88,591
Q4 2024 New
$0
$2.81 Billion 0.37% of portfolio
83,015
Q4 2024 New
$0
$2.71 Billion 0.36% of portfolio
42,902
Q4 2024 New
$0
$2.78 Billion 0.36% of portfolio
68,907
Q4 2024 New
$0
$2.78 Billion 0.36% of portfolio
32,691
Q4 2024 New
$1.24T
$1.88 Billion 0.25% of portfolio
4,651
Q4 2024 New
$0
$1.85 Billion 0.24% of portfolio
67,774
Q4 2024 New
$0
$1.85 Billion 0.24% of portfolio
14,353
Q4 2024 New
$510B
$1.8 Billion 0.24% of portfolio
3,563
Q4 2024 New
$0
$1.71 Billion 0.22% of portfolio
13,313
Q4 2024 New
$2.47T
$1.58 Billion 0.21% of portfolio
7,220
Q4 2024 New
$0
$1.52 Billion 0.2% of portfolio
35,029
Q4 2024 New
$296B
$1.51 Billion 0.2% of portfolio
11,237
Q4 2024 New
$148B
$1.49 Billion 0.2% of portfolio
16,644
Q4 2024 New
$0
$1.44 Billion 0.19% of portfolio
38,503
Q4 2024 New
$0
$1.07 Billion 0.14% of portfolio
13,908
Q4 2024 New
$0
$1.05 Billion 0.14% of portfolio
46,144
Q4 2024 New
$1.23T
$954 Million 0.13% of portfolio
5,041
Q4 2024 New
$0
$943 Million 0.12% of portfolio
4,817
Q4 2024 New
$0
$880 Million 0.12% of portfolio
10,249
Q4 2024 New
$0
$758 Million 0.1% of portfolio
7,336
Q4 2024 New
$3.07T
$757 Million 0.1% of portfolio
1,796
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $762 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 101 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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