Bms Financial Advisors, LLC has filed its 13F form on July 31, 2023 for Q2 2023 where it was disclosed a total value porftolio of $148 Million distributed in 113 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 $16.4M, First Tr Nasdaq 100 Equal Weig with a value of $10.4M, Wisdomtree Tr U.S Largecap Div with a value of $9.4M, Spdr Ser Tr Spdr Portfolio Int with a value of $8.32M, and Invesco Exchange Traded Fd Tr with a value of $8.04M.

Examining the 13F form we can see an increase of $4.95M in the current position value, from $143M to 148M.

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

Portfolio value $148 Million
ETFs: $121 Million
Technology: $5.97 Million
Healthcare: $5.36 Million
Financial Services: $4.85 Million
Industrials: $4.08 Million
Consumer Cyclical: $2.83 Million
Consumer Defensive: $1.64 Million
Energy: $1.09 Million
Other: $1.37 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $148 Million
  • Prior Value $143 Million
  • Filing
  • Period Q2 2023
  • Filing Date July 31, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 21 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
Track This Portfolio

Track Bms Financial Advisors, LLC Portfolio

Follow Bms 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

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