North Berkeley Wealth Management, LLC Portfolio Holdings

North Berkeley Wealth Management, LLC

  • $98.5 Billion
  • Q4 2024

North Berkeley Wealth Management, LLC has filed its 13F form on April 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $98.5 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simpson Manufacturing Co., Inc. with a value of $13.2B, Nuveen Esg Small Cap ETF with a value of $10.3B, Ishares Msci Acwi ETF with a value of $9.41B, Ishares S&P 500 Growth ETF with a value of $8.24B, and Ishares Inc with a value of $7.59B.

Examining the 13F form we can see an increase of $98.5B in the current position value.

North Berkeley Wealth Management, LLC is based out at Berkeley, CA

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

Portfolio value $98.5 Billion
ETFs: $51.1 Billion
Basic Materials: $13.2 Billion
Technology: $11.8 Billion
Financial Services: $5.24 Billion
Healthcare: $2.64 Billion
Industrials: $2.4 Billion
Communication Services: $2.2 Billion
Consumer Cyclical: $1.91 Billion
Other: $855 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$169 Million 0.17% of portfolio
15,096
Q4 2024 New
$0
$115 Million 0.12% of portfolio
10,161
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $98.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 68 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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