Brophy Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 389 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $22.4B, Vanguard Mega Cap Value with a value of $16.7B, Apple Inc. with a value of $9.73B, Microsoft Corp with a value of $9.71B, and Ishares U.S. Treasury Bond ETF with a value of $8.65B.
Examining the 13F form we can see an increase of $279B in the current position value.
Brophy Wealth Management, LLC is based out at Bedford, NH
Below you can find more details about Brophy Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$279 Billion
ETFs: $136 Billion
Technology: $39.1 Billion
Financial Services: $21.8 Billion
Healthcare: $20.2 Billion
Industrials: $14.2 Billion
Consumer Cyclical: $13.3 Billion
Communication Services: $12.1 Billion
Consumer Defensive: $10.3 Billion
Other: $11.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
