Bruderman Asset Management, LLC Portfolio Holdings

Bruderman Asset Management, LLC

  • $55.7 Million
  • Q2 2022

Bruderman Asset Management, LLC has filed its 13F form on August 15, 2022 for Q2 2022 where it was disclosed a total value porftolio of $55.7 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $3.23M, Apple Inc. with a value of $2.59M, Nextera Energy Inc with a value of $2.12M, Costco Wholesale Corp with a value of $2.1M, and Duke Energy Corp with a value of $1.9M.

Examining the 13F form we can see an decrease of $10.6M in the current position value, from $66.3M to 55.7M. Also it can be appreciated an additional of 3 stocks purchases and 11 closed positions.

Bruderman Asset Management, LLC is based out at Locust Valley, NY

Below you can find more details about Bruderman Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $55.7 Million
Technology: $11.1 Million
Healthcare: $10.9 Million
Communication Services: $6.92 Million
Utilities: $6.16 Million
Consumer Defensive: $5.43 Million
Consumer Cyclical: $5.1 Million
Financial Services: $4.01 Million
Industrials: $2.49 Million
Other: $3.63 Million

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 64
  • Current Value $55.7 Million
  • Prior Value $66.3 Million
  • Filing
  • Period Q2 2022
  • Filing Date August 15, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 34 stocks
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