Eagle Bluffs Wealth Management LLC Portfolio Holdings

Eagle Bluffs Wealth Management LLC

  • $186 Million
  • Q3 2024

Eagle Bluffs Wealth Management LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $186 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Taxable Municipal Bond Trust with a value of $25.1M, Ishares Tr with a value of $12.2M, Ishares Inc Msci Emerging Mkts with a value of $11.3M, Nvidia Corp with a value of $8.73M, and J P Morgan Exchange Traded Fd with a value of $8.69M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $172M to 186M.

Eagle Bluffs Wealth Management LLC is based out at Columbia, MO

Below you can find more details about Eagle Bluffs Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
Financial Services: $63.3 Million
ETFs: $59.9 Million
Technology: $21.2 Million
Communication Services: $10.9 Million
Industrials: $9.01 Million
Consumer Cyclical: $6.03 Million
Healthcare: $5 Million
Consumer Defensive: $4.38 Million
Other: $5.78 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.85B
$1.46 Million 0.79% of portfolio
67,748
Q1 2024 Reduced 3.63%
$2.52B
$1.37 Million 0.74% of portfolio
42,986
Q3 2024 Added 1.2%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $186 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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