C M Bidwell & Associates LTD Portfolio Holdings

C M Bidwell & Associates LTD

  • $162 Million
  • Q3 2024

C M Bidwell & Associates LTD has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $11.5M, Ishares Russell 2000 ETF with a value of $7.35M, Ishares Tr Russell 1000 ETF with a value of $7.35M, Vanguard Total Stock Market Et with a value of $7.11M, and Vanguard Index Fds S&P 500 ETF with a value of $6.22M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $148M to 162M.

C M Bidwell & Associates LTD is based out at Honolulu, HI

Below you can find more details about C M Bidwell & Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $123 Million
Technology: $11 Million
Healthcare: $4.44 Million
Financial Services: $4.04 Million
Industrials: $4.04 Million
Consumer Cyclical: $3.89 Million
Communication Services: $3.64 Million
Consumer Defensive: $1.92 Million
Other: $3.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5,000 0.0% of portfolio
548
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $162 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 83 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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