Bromfield Sneider Wealth Advisors Portfolio Holdings

Bromfield Sneider Wealth Advisors

  • $160 Million
  • Q1 2024

Bromfield Sneider Wealth Advisors has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $160 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $31.3M, Spdr S&P 500 ETF Trust with a value of $28.8M, Vanguard Sht Term Corp Bd ETF with a value of $16.9M, Vanguard Small Cap Growth ETF with a value of $14.9M, and Ishares Short Term National Mu with a value of $7.44M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $147M to 160M.

Below you can find more details about Bromfield Sneider Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $158 Million
Technology: $474,000
Healthcare: $293,000
Industrials: $271,000
Consumer Defensive: $226,000
Financial Services: $188,000
Utilities: $124,000
Consumer Cyclical: $105,000
Other: $174,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.3 Million 19.56% of portfolio
91,046
Q1 2024 Reduced 2.32%
$0
$28.8 Million 18.0% of portfolio
55,121
Q1 2024 Reduced 1.68%
$0
$16.9 Million 10.53% of portfolio
218,172
Q1 2024 Added 2.2%
$0
$14.9 Million 9.32% of portfolio
57,274
Q1 2024 Added 1.03%
$0
$7.44 Million 4.64% of portfolio
71,000
Q1 2024 Added 6.73%
$0
$7.39 Million 4.61% of portfolio
68,671
Q1 2024 Added 8.97%
$0
$6.64 Million 4.15% of portfolio
88,124
Q1 2024 Added 26.37%
$0
$5.97 Million 3.72% of portfolio
109,669
Q1 2024 Reduced 0.04%
$0
$5.55 Million 3.47% of portfolio
56,718
Q1 2024 Added 7.31%
$0
$4.63 Million 2.89% of portfolio
24,104
Q1 2024 Added 0.08%
$0
$3.17 Million 1.98% of portfolio
6,024
Q1 2024 Added 1.52%
$0
$3.06 Million 1.91% of portfolio
61,248
Q1 2024 Added 12.65%
$0
$1.9 Million 1.19% of portfolio
23,608
Q1 2024 Added 1.12%
$0
$1.6 Million 1.0% of portfolio
20,374
Q1 2024 Added 20.47%
$0
$1.52 Million 0.95% of portfolio
24,393
Q1 2024 Added 35.26%
$0
$1.29 Million 0.8% of portfolio
15,274
Q4 2023 Reduced 5.27%
$0
$1.1 Million 0.68% of portfolio
15,111
Q1 2024 Added 4.58%
$0
$909,000 0.57% of portfolio
16,714
Q1 2024 Added 29.07%
$0
$921,000 0.57% of portfolio
14,545
Q1 2024 Added 21.16%
$0
$854,000 0.53% of portfolio
3,737
Q1 2024 Added 0.16%
$0
$850,000 0.53% of portfolio
23,275
Q1 2024 Added 3.6%
$0
$672,000 0.42% of portfolio
5,834
Q1 2024 Added 41.02%
$0
$659,000 0.41% of portfolio
21,817
Q1 2024 Added 19.36%
$0
$651,000 0.41% of portfolio
7,969
Q4 2023 Added 0.08%
$0
$601,000 0.38% of portfolio
3,222
Q4 2021 New
$0
$589,000 0.37% of portfolio
7,686
Q4 2023 Reduced 0.94%
$0
$561,000 0.35% of portfolio
2,354
Q1 2024 Added 120.62%
$0
$492,000 0.31% of portfolio
4,060
Q1 2024 Added 28.48%
$0
$449,000 0.28% of portfolio
2,511
Q1 2024 Added 29.5%
$0
$455,000 0.28% of portfolio
7,549
Q1 2024 Added 26.7%
$0
$418,000 0.26% of portfolio
10,022
Q1 2024 Added 0.06%
$3.09T
$422,000 0.26% of portfolio
1,005
Q1 2024 Added 183.9%
$0
$394,000 0.25% of portfolio
5,312
Q4 2023 Added 0.95%
$0
$383,000 0.24% of portfolio
10,432
Q1 2024 Added 9.32%
$0
$354,000 0.22% of portfolio
4,444
Q4 2021 New
$0
$300,000 0.19% of portfolio
891
Q1 2024 Added 0.11%
$0
$299,000 0.19% of portfolio
5,260
Q4 2021 New
$0
$285,000 0.18% of portfolio
5,805
Q1 2024 Added 0.36%
$0
$269,000 0.17% of portfolio
1,653
Q3 2022 Reduced 13.36%
$0
$272,000 0.17% of portfolio
2,984
Q4 2021 New
$0
$236,000 0.15% of portfolio
1,807
Q4 2021 New
$0
$233,000 0.15% of portfolio
2,271
Q4 2021 New
$0
$190,000 0.12% of portfolio
8,366
Q1 2024 Added 0.2%
$0
$173,000 0.11% of portfolio
6,906
Q1 2024 Added 0.04%
$0
$170,000 0.11% of portfolio
1,440
Q1 2022 New
$0
$160,000 0.1% of portfolio
1,450
Q2 2023 New
$0
$128,000 0.08% of portfolio
811
Q1 2022 New
$0
$127,000 0.08% of portfolio
5,167
Q1 2024 Added 0.1%
$0
$127,000 0.08% of portfolio
443
Q1 2024 Added 0.45%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $160 Million
  • Prior Value $147 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Bromfield Sneider Wealth Advisors Portfolio

Follow Bromfield Sneider Wealth Advisors 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 Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email