Busey Wealth Management Portfolio Holdings
Busey Wealth Management
- $2.78 Billion
- Q1 2024
Busey Wealth Management has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 619 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $195M, Apple Inc. with a value of $175M, Ishares Trust Ishares 1 5 Year with a value of $118M, Amazon Com Inc with a value of $97.4M, and Alphabet Inc. with a value of $86.7M.
Examining the 13F form we can see an increase of $210M in the current position value, from $2.57B to 2.78B.
Below you can find more details about Busey Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.78 Billion
Technology: $677 Million
ETFs: $604 Million
Healthcare: $282 Million
Financial Services: $279 Million
Communication Services: $208 Million
Consumer Cyclical: $196 Million
Industrials: $194 Million
Consumer Defensive: $153 Million
Other: $183 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 619
- Current Value $2.78 Billion
- Prior Value $2.57 Billion
- Filing
- Period Q1 2024
- Filing Date April 23, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 20 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks