Wall Street Access Asset Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $263 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.1M, Berkshire Hathaway Inc with a value of $39.5M, Microsoft Corp with a value of $17M, Apple Inc. with a value of $15M, and Berkshire Hathaway Inc Class B with a value of $13.6M.
Examining the 13F form we can see an increase of $2.4M in the current position value, from $261M to 263M.
Wall Street Access Asset Management, LLC is based out at New York, NY
Below you can find more details about Wall Street Access Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
ETFs: $89.4 Million
Financial Services: $66.3 Million
Technology: $39.2 Million
Communication Services: $23.8 Million
Consumer Cyclical: $18.7 Million
Healthcare: $10.2 Million
Industrials: $7.81 Million
Consumer Defensive: $3.51 Million
Other: $4.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
