Bryant Woods Investment Advisors, LLC Portfolio Holdings

Bryant Woods Investment Advisors, LLC

  • $187 Million
  • Q3 2024

Bryant Woods Investment Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $65.3M, Ishares Core S&P Mid Cap ETF with a value of $24.2M, Vanguard Index Fds S&P 500 ETF with a value of $18.9M, Apple Inc. with a value of $15.7M, and Ishares Core S&P Sm Cap ETF with a value of $11.6M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $144M to 187M.

Below you can find more details about Bryant Woods Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $156 Million
Technology: $20.7 Million
Financial Services: $4.08 Million
Industrials: $1.98 Million
Consumer Cyclical: $1.89 Million
Healthcare: $634,000
Real Estate: $348,000
Basic Materials: $317,000
Other: $292,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.97B
$576,000 0.31% of portfolio
340
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $187 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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