Granite Bay Wealth Management, LLC Portfolio Holdings

Granite Bay Wealth Management, LLC

  • $187 Million
  • Q2 2024

Granite Bay Wealth Management, LLC has filed its 13F form on August 21, 2024 for Q2 2024 where it was disclosed a total value porftolio of $187 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Corporate Bond Et with a value of $26.1M, Spdr S&P Midcap 400 ETF Trust with a value of $19.3M, Global X Fds with a value of $12.2M, John Hancock ETF Preferred Inc with a value of $11M, and Ishares Core S&P Sm Cap ETF with a value of $10.6M.

Examining the 13F form we can see an decrease of $9.73B in the current position value, from $9.92B to 187M.

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

Portfolio value $187 Million
ETFs: $111 Million
Communication Services: $11.7 Million
Technology: $9.9 Million
Healthcare: $6.04 Million
Financial Services: $6 Million
Consumer Defensive: $5.82 Million
Energy: $4.76 Million
Basic Materials: $4.05 Million
Other: $1.78 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $187 Million
  • Prior Value $9.92 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 21, 2024
  • Form Type 13F-HR/A
  • Activity in Q2 2024
  • New Purchases 26 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Granite Bay Wealth Management, LLC Portfolio

Follow Granite Bay Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Granite Bay Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Granite Bay Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email