Brophy Wealth Management, LLC Portfolio Holdings
Brophy Wealth Management, LLC
- $279 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 389
- Current Value $279 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 212 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks