Busey Wealth Management Portfolio Holdings
Busey Wealth Management
- $3 Billion
- Q3 2024
Busey Wealth Management has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3 Billion distributed in 598 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $239M, Microsoft Corp with a value of $203M, Ishares Trust Ishares 1 5 Year with a value of $125M, Amazon Com Inc with a value of $102M, and Nvidia Corp with a value of $102M.
Examining the 13F form we can see an increase of $133M in the current position value, from $2.87B to 3B.
Below you can find more details about Busey Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$3 Billion
Technology: $808 Million
ETFs: $635 Million
Healthcare: $280 Million
Financial Services: $279 Million
Communication Services: $229 Million
Industrials: $215 Million
Consumer Cyclical: $199 Million
Consumer Defensive: $161 Million
Other: $196 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 598
- Current Value $3 Billion
- Prior Value $2.87 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 154 stocks