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%
$3.17T
$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
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