Brio Consultants, LLC Portfolio Holdings
Brio Consultants, LLC
- $636 Million
- Q4 2024
Brio Consultants, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $636 Million distributed in 115 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 $72M, Vanguard Index Fds S&P 500 ETF with a value of $60.5M, Vanguard Bd Index Fd Inc Total with a value of $54.8M, Invesco Actively Managed ETF T with a value of $42.6M, and Pacer Fds Tr Us Cash Cows 100 with a value of $27.7M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $624M to 636M.
Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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