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


  • 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
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