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 Market Cap. of Under $50 Millions
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