Busey Wealth Management Portfolio Holdings
Busey Wealth Management
- $2.87 Billion
- Q2 2024
Busey Wealth Management has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.87 Billion distributed in 603 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $216M, Microsoft Corp with a value of $209M, Ishares Trust Ishares 1 5 Year with a value of $121M, Amazon Com Inc with a value of $106M, and Alphabet Inc. with a value of $105M.
Examining the 13F form we can see an increase of $92.8M in the current position value, from $2.78B to 2.87B.
Below you can find more details about Busey Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.87 Billion
Technology: $791 Million
ETFs: $610 Million
Healthcare: $263 Million
Financial Services: $262 Million
Communication Services: $232 Million
Consumer Cyclical: $194 Million
Industrials: $189 Million
Consumer Defensive: $151 Million
Other: $177 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 603
- Current Value $2.87 Billion
- Prior Value $2.78 Billion
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 12 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks