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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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