Brio Consultants, LLC Portfolio Holdings
Brio Consultants, LLC
- $605 Million
- Q2 2024
Brio Consultants, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $605 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $66.1M, Vanguard Index Fds S&P 500 ETF with a value of $53.8M, Vanguard Bd Index Fd Inc Inter with a value of $51.5M, Invesco Actively Managed ETF T with a value of $37.9M, and Pacer Fds Tr Us Cash Cows 100 with a value of $26.4M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $591M to 605M.
Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.