Brick & Kyle, Associates has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.4M, Apple Inc. with a value of $13.7M, Microsoft Corp with a value of $11.8M, Alphabet Inc. with a value of $9.49M, and Amazon Com Inc with a value of $8.94M.

Examining the 13F form we can see an decrease of $8.93M in the current position value, from $242M to 233M.

Brick & Kyle, Associates is based out at Newtown, PA

Below you can find more details about Brick & Kyle, Associates portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
Technology: $67.2 Million
ETFs: $31.9 Million
Healthcare: $27.7 Million
Financial Services: $21.5 Million
Industrials: $15.7 Million
Energy: $13.8 Million
Basic Materials: $13.3 Million
Communication Services: $13.1 Million
Other: $20.1 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 55
  • Current Value $233 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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