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.