Brio Consultants, LLC Portfolio Holdings
Brio Consultants, LLC
- $262 Million
- Q1 2025
Brio Consultants, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $262 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $71.1M, Nvidia Corp with a value of $33.8M, Apple Inc. with a value of $26.9M, Invesco Qqq Trust, Series 1 with a value of $10.7M, and First Trust Capital Strength E with a value of $9.02M.
Examining the 13F form we can see an decrease of $374M in the current position value, from $636M to 262M.
Below you can find more details about Brio Consultants, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
Technology: $82.2 Million
ETFs: $81.3 Million
Communication Services: $74.9 Million
Consumer Cyclical: $10.4 Million
Financial Services: $7.21 Million
Consumer Defensive: $2.81 Million
Healthcare: $1.79 Million
Energy: $675,000
Other: $804,000