Brophy Wealth , Current Portfolio, 13F Holdings (2024-11-15)
Current Holdings: 212Stocks Top holdings: MGK(8.01%) MGV(5.99%) AAPL(3.48%) MSFT(3.47%) GOVT(3.10%) Last update: 2024-11-15 . ... Dividend Aristocrats 2023 Dividend …
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Brophy Wealth , Current Portfolio, 13F Holdings (2024-11-15)
1 week from now
Current Holdings: 212Stocks Top holdings: MGK(8.01%) MGV(5.99%) AAPL(3.48%) MSFT(3.47%) GOVT(3.10%) Last update: 2024-11-15 . ... Dividend Aristocrats 2023 Dividend …
gurufocus.com
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BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings
1 week from now
Sep 30, 2024 · Brophy Wealth Management is based out of Bedford. Their last reported 13F filing for Q3 2024 included $279,409,973 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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Stephen A Brophy - Brophy Wealth Management LLC - Form 13F …
1 week from now
List of top 200 securities held by Brophy Wealth Management LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly …
secform4.com
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Brophy Wealth Management, LLC Q3 2024 13F Top Portfolio …
1 week from now
Brophy Wealth Management, LLC reported 212 holdings with total value $279 M as of Q3 2024. ... Brophy Wealth Management, LLC Q3 2024 13F Holdings Location Bedford, NH Holdings as …
13f.info
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Latest 13F Filings
1 week from now
Oct 1, 2024 · Most recent SEC 13F filings. Latest 13F Filings Since 10/1/2024 Manager Period Date Filed Num holdings ... NEW HOLDINGS: 11/15/2024: 11 $4.4 B CTC Alternative …
13f.info
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13F Filings - Fintel.io
1 week from now
Latest 13F and NPORT Filings. All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F …
fintel.io
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Bill Gates Current Portfolio, 13F Holdings (2024-08-14) - GuruFocus
1 week from now
Jun 30, 2024 · The current portfolio value is calculated to be $47.67 Bil. The turnover rate is 6%. In Bill Gates's current portfolio as of 2024-06-30, the top 5 holdings are Microsoft Corp …
gurufocus.com
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Warren Buffett Current Portfolio, 13F Holdings (2024-11-15)
1 week from now
Sep 30, 2024 · The current portfolio value is calculated to be $279.97 Bil. The turnover rate is 1%. In Warren Buffett's current portfolio as of 2024-06-30, the top 5 holdings are Apple Inc (AAPL), …
gurufocus.com
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BLACKROCK INC. Top 13F Holdings - WhaleWisdom.com
1 week from now
Blackrock is based out of New York. Their last reported 13F filing for Q3 2024 included $4,763,739,178,160 in managed 13F securities and a top 10 holdings concentration of …
whalewisdom.com
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Venturi Wealth Management LLC Decreases Stock Position In …
1 week from now
3 days ago · Venturi Wealth Management LLC lessened its stake in Vertiv Holdings Co (NYSE:VRT - Free Report) by 86.3% in the third quarter, according to the company in its most …
marketbeat.com
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Maxwell Wealth Strategies Inc. Increases Stock Holdings In
1 week from now
2 days ago · Maxwell Wealth Strategies Inc. raised its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 13.8% during the 3rd quarter, according to the company in its …
marketbeat.com
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BAKER BROS. ADVISORS Current Portfolio, 13F Holdings (2024-11 …
1 week from now
3 days ago · ADVISORS LP has disclosed 93 total holdings in their latest 13F filing with the SEC for the portfolio date of 2024-06-30. The current portfolio value is calculated to be $7.68 Bil. …
gurufocus.com
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