Granite Bay Wealth Management, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $176 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $18.2M, John Hancock Corporate Bond Et with a value of $16.8M, John Hancock ETF Preferred Inc with a value of $9.39M, Global X Fds with a value of $8.22M, and Ishares Core S&P Sm Cap ETF with a value of $7.64M.

Examining the 13F form we can see an decrease of $11B in the current position value, from $11.2B to 176M.

Below you can find more details about Granite Bay Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
ETFs: $96.4 Million
Technology: $14.1 Million
Financial Services: $12.8 Million
Communication Services: $8.32 Million
Healthcare: $6.76 Million
Consumer Cyclical: $6.61 Million
Consumer Defensive: $5.59 Million
Energy: $4.33 Million
Other: $4.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $176 Million
  • Prior Value $11.2 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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