Busey Wealth Management Portfolio Holdings

Busey Wealth Management

  • $2.99 Billion
  • Q4 2024

Busey Wealth Management has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.99 Billion distributed in 586 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $257M, Microsoft Corp with a value of $201M, Ishares Trust Ishares 1 5 Year with a value of $125M, Amazon Com Inc with a value of $121M, and Nvidia Corp with a value of $115M.

Examining the 13F form we can see an decrease of $16.7M in the current position value, from $3B to 2.99B.

Below you can find more details about Busey Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $2.99 Billion
Technology: $848 Million
ETFs: $581 Million
Financial Services: $303 Million
Healthcare: $255 Million
Communication Services: $249 Million
Consumer Cyclical: $220 Million
Industrials: $207 Million
Consumer Defensive: $138 Million
Other: $187 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$12.9 Million 0.43% of portfolio
102,890
Q4 2024 Added 2.95%
$233B
$12.8 Million 0.43% of portfolio
44,021
Q4 2024 Reduced 0.92%
$72.1B
$12.8 Million 0.43% of portfolio
45,262
Q4 2024 Added 2.28%
$76.5B
$12.5 Million 0.42% of portfolio
47,532
Q4 2024 Reduced 30.58%
$46.6B
$12.3 Million 0.41% of portfolio
326,105
Q4 2024 Added 4.0%
$109B
$12.1 Million 0.41% of portfolio
214,069
Q4 2024 Added 1.66%
$112B
$12.4 Million 0.41% of portfolio
155,084
Q4 2024 Added 1.5%
$18.3B
$10.7 Million 0.36% of portfolio
96,659
Q4 2024 Added 3.25%
$236B
$10.4 Million 0.35% of portfolio
175,338
Q4 2024 Reduced 1.22%
$224B
$10.4 Million 0.35% of portfolio
91,991
Q4 2024 Reduced 1.15%
$134B
$9.71 Million 0.33% of portfolio
26,966
Q4 2024 Reduced 0.76%
$42.5B
$9.83 Million 0.33% of portfolio
80,224
Q4 2024 Added 4.58%
$88.8B
$9.55 Million 0.32% of portfolio
8,056
Q4 2024 Added 5.56%
$102B
$9.64 Million 0.32% of portfolio
184,268
Q4 2024 Added 2.47%
$28.5B
$9.26 Million 0.31% of portfolio
79,356
Q4 2024 Added 1.82%
$149B
$9.16 Million 0.31% of portfolio
106,434
Q4 2024 Added 108.47%
$39.8B
$8.63 Million 0.29% of portfolio
96,688
Q4 2024 Added 3.73%
$59.7B
$8.48 Million 0.28% of portfolio
68,457
Q4 2024 Reduced 2.72%
$549B
$8.23 Million 0.28% of portfolio
16,271
Q4 2024 Reduced 0.26%
$96B
$8.23 Million 0.28% of portfolio
90,335
Q4 2024 Reduced 4.77%
$257B
$8.4 Million 0.28% of portfolio
92,960
Q4 2024 Reduced 1.75%
$31.8B
$8.12 Million 0.27% of portfolio
21,223
Q4 2024 New
$56.8B
$8.19 Million 0.27% of portfolio
171,226
Q4 2024 Reduced 0.73%
$43.2B
$7.27 Million 0.24% of portfolio
80,139
Q4 2024 Added 3.52%
$366B
$6.77 Million 0.23% of portfolio
17,405
Q4 2024 Reduced 2.27%
$94.8B
$6.14 Million 0.21% of portfolio
26,418
Q4 2024 Reduced 1.79%
$12B
$6.22 Million 0.21% of portfolio
16,095
Q4 2024 New
$54.8B
$5.92 Million 0.2% of portfolio
21,044
Q4 2024 Added 0.94%
$26.9B
$5.84 Million 0.2% of portfolio
99,208
Q4 2024 Added 4.94%
$135B
$5.63 Million 0.19% of portfolio
24,909
Q4 2024 Reduced 2.6%
$125B
$5.46 Million 0.18% of portfolio
18,648
Q4 2024 Reduced 0.67%
$6.19B
$5.35 Million 0.18% of portfolio
168,412
Q4 2024 Added 4.91%
$18.7B
$4.96 Million 0.17% of portfolio
66,850
Q4 2024 Added 4.04%
$548B
$4.89 Million 0.16% of portfolio
15,462
Q4 2024 Reduced 3.61%
$133B
$4.65 Million 0.16% of portfolio
64,896
Q4 2024 Reduced 3.36%
$125B
$4.51 Million 0.15% of portfolio
9,278
Q4 2024 Added 0.13%
$214B
$4.59 Million 0.15% of portfolio
20,877
Q4 2024 Reduced 1.22%
$111B
$3.83 Million 0.13% of portfolio
11,538
Q4 2024 Reduced 1.95%
$43.6B
$3.42 Million 0.11% of portfolio
25,328
Q4 2024 Reduced 70.27%
$79.5B
$3.43 Million 0.11% of portfolio
9,545
Q4 2024 Added 0.06%
$141B
$3.06 Million 0.1% of portfolio
7,215
Q4 2024 Added 5.67%
$36.4B
$2.85 Million 0.1% of portfolio
37,294
Q4 2024 Reduced 2.31%
$433B
$2.82 Million 0.09% of portfolio
3,083
Q4 2024 Reduced 68.22%
$313B
$2.63 Million 0.09% of portfolio
42,298
Q4 2024 Reduced 2.53%
$797B
$2.27 Million 0.08% of portfolio
5,630
Q4 2024 Reduced 5.95%
$77.2B
$2.4 Million 0.08% of portfolio
28,534
Q4 2024 Added 0.07%
$83.4B
$2.38 Million 0.08% of portfolio
118,861
Q4 2024 Reduced 1.39%
$186B
$2.16 Million 0.07% of portfolio
54,033
Q4 2024 Reduced 5.2%
$75.2B
$2.07 Million 0.07% of portfolio
15,998
Q4 2024 Reduced 16.52%

Summary

  • Portfolio
  • No. of Stocks 586
  • Current Value $2.99 Billion
  • Prior Value $3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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