Granite Bay Wealth Management, LLC Portfolio Holdings
Granite Bay Wealth Management, LLC
- $270 Million
- Q4 2024
Granite Bay Wealth Management, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 73 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 $25.2M, John Hancock Corporate Bond Et with a value of $23.7M, Ishares Core S&P Sm Cap ETF with a value of $20.9M, Global X Fds with a value of $14.8M, and Ishares Msci Emerging Markets with a value of $13.8M.
Examining the 13F form we can see an increase of $91.6M in the current position value, from $178M to 270M.
Below you can find more details about Granite Bay Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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