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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$422,000 0.26% of portfolio
1,005
Q1 2024 Added 183.9%
$387B
$83,000 0.05% of portfolio
515
Q2 2022 Reduced 49.01%
$410B
$74,000 0.05% of portfolio
471
Q1 2024 Added 0.64%
$505B
$59,000 0.04% of portfolio
508
Q3 2023 Reduced 32.09%
$693B
$58,000 0.04% of portfolio
290
Q2 2022 Reduced 47.75%
$758B
$62,000 0.04% of portfolio
80
Q3 2023 Reduced 36.0%
$217B
$67,000 0.04% of portfolio
240
Q3 2023 Reduced 29.41%
$566B
$41,000 0.03% of portfolio
83
Q3 2023 Reduced 20.95%
$256B
$36,000 0.02% of portfolio
280
Q2 2022 Reduced 70.8%
$307B
$37,000 0.02% of portfolio
235
Q3 2023 Reduced 39.74%
$238B
$39,000 0.02% of portfolio
800
Q1 2022 New
$226B
$36,000 0.02% of portfolio
207
Q3 2023 Reduced 34.7%
$359B
$23,000 0.01% of portfolio
626
Q1 2022 New

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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