Busey Wealth Management Portfolio Holdings

Busey Wealth Management

  • $2.9 Billion
  • Q1 2025

Busey Wealth Management has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.9 Billion distributed in 583 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $228M, Microsoft Corp with a value of $183M, Amazon Com Inc with a value of $106M, Ishares Trust Ishares 1 5 Year with a value of $98.9M, and Nvidia Corp with a value of $96.1M.

Examining the 13F form we can see an decrease of $84.1M in the current position value, from $2.99B to 2.9B.

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

Portfolio value $2.9 Billion
Technology: $755 Million
ETFs: $581 Million
Financial Services: $312 Million
Healthcare: $273 Million
Communication Services: $222 Million
Consumer Cyclical: $205 Million
Industrials: $201 Million
Consumer Defensive: $148 Million
Other: $205 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.9 Million 3.41% of portfolio
1,887,586
Q1 2025 Reduced 22.11%
$0
$73.2 Million 2.52% of portfolio
130,797
Q1 2025 Added 1.98%
$0
$66.5 Million 2.29% of portfolio
813,114
Q1 2025 Added 3.79%
$0
$62.2 Million 2.14% of portfolio
787,808
Q1 2025 Added 11.47%
$0
$33.1 Million 1.14% of portfolio
64,318
Q1 2025 Added 1,528.3%
$0
$33.1 Million 1.14% of portfolio
107,971
Q1 2025 Reduced 0.41%
$0
$32.1 Million 1.1% of portfolio
345,298
Q1 2025 Reduced 1.69%
$0
$23 Million 0.79% of portfolio
115,082
Q1 2025 Reduced 3.27%
$0
$11.2 Million 0.39% of portfolio
225,354
Q1 2025 Reduced 1.93%
$0
$10.7 Million 0.37% of portfolio
294,483
Q1 2025 Reduced 2.56%
$0
$9.85 Million 0.34% of portfolio
27,291
Q1 2025 Reduced 0.22%
$0
$9.69 Million 0.33% of portfolio
103,645
Q1 2025 Reduced 3.16%
$0
$8.27 Million 0.28% of portfolio
91,253
Q1 2025 Reduced 4.69%
$0
$7.86 Million 0.27% of portfolio
59,934
Q1 2025 Reduced 0.61%
$0
$6.92 Million 0.24% of portfolio
12,968
Q1 2025 Reduced 4.05%
$0
$6.55 Million 0.23% of portfolio
11,661
Q1 2025 Reduced 0.06%
$0
$6.13 Million 0.21% of portfolio
47,507
Q1 2025 Added 6.14%
$0
$5.91 Million 0.2% of portfolio
40,507
Q1 2025 Added 0.14%
$0
$4.91 Million 0.17% of portfolio
10,469
Q1 2025 Reduced 4.09%
$0
$4.09 Million 0.14% of portfolio
54,074
Q1 2025 Reduced 0.66%
$0
$3.5 Million 0.12% of portfolio
18,623
Q4 2024 Added 10.05%
$0
$3.33 Million 0.11% of portfolio
130,379
Q1 2025 Reduced 1.3%
$0
$2.48 Million 0.09% of portfolio
47,299
Q1 2025 Reduced 3.03%
$0
$2.2 Million 0.08% of portfolio
26,882
Q1 2025 Reduced 1.21%
$0
$1.89 Million 0.07% of portfolio
18,108
Q1 2025 Reduced 3.62%
$0
$2.15 Million 0.07% of portfolio
25,298
Q1 2025 Reduced 2.15%
$0
$2.02 Million 0.07% of portfolio
26,623
Q1 2025 Added 0.27%
$0
$1.72 Million 0.06% of portfolio
6,265
Q1 2025 Added 0.61%
$0
$1.77 Million 0.06% of portfolio
4,772
Q1 2025 Reduced 0.52%
$0
$1.78 Million 0.06% of portfolio
35,922
Q1 2025 Reduced 17.82%
$0
$1.77 Million 0.06% of portfolio
3,272
Q2 2024 Reduced 6.27%
$0
$1.46 Million 0.05% of portfolio
7,049
Q4 2024 Reduced 0.28%
$0
$1.52 Million 0.05% of portfolio
28,246
Q1 2025 Reduced 5.0%
$0
$1.41 Million 0.05% of portfolio
18,408
Q1 2025 Added 0.09%
$0
$1.09 Million 0.04% of portfolio
8,547
Q1 2025 Reduced 44.01%
$106B
$1.19 Million 0.04% of portfolio
4,123
Q1 2025 Added 1.08%
$0
$1.2 Million 0.04% of portfolio
45,534
Q1 2025 Reduced 3.2%
$0
$1.3 Million 0.04% of portfolio
15,069
Q1 2025 Reduced 0.36%
$0
$1.14 Million 0.04% of portfolio
6,250
Q1 2025 Reduced 5.45%
$0
$1.28 Million 0.04% of portfolio
31,112
Q1 2024 Added 15.24%
$0
$1.22 Million 0.04% of portfolio
4,990
Q3 2021 Added 10.89%
$0
$727,000 0.03% of portfolio
2,891
Q3 2021 Reduced 2.89%
$0
$907,000 0.03% of portfolio
17,855
Q1 2025 Reduced 20.63%
$0
$813,000 0.03% of portfolio
2,500
Q4 2018 Added 19.05%
$0
$908,000 0.03% of portfolio
20,067
Q1 2025 Added 2.12%
$0
$728,000 0.03% of portfolio
12,013
Q4 2024 Reduced 0.69%
$0
$840,000 0.03% of portfolio
27,367
Q1 2025 Reduced 12.81%
$0
$780,000 0.03% of portfolio
12,279
Q4 2023 Reduced 1.56%
$0
$796,000 0.03% of portfolio
7,172
Q4 2024 Reduced 5.62%

Summary

  • Portfolio
  • No. of Stocks 583
  • Current Value $2.9 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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