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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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