BROPHY WEALTH MANAGEMENT, LLC Top 13F Holdings

Sep 30, 2024 · Detailed Profile of BROPHY WEALTH MANAGEMENT, LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. ... Their last reported 13F …

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Brophy Wealth , Current Portfolio, 13F Holdings (2024-11-15)

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Past Performances and the history of Asset Under Management Brophy Wealth Management, LLC. ... 212Stocks Top holdings: MGK(8.01%) MGV(5.99%) AAPL(3.48%) MSFT(3.47%) …

gurufocus.com

$100
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Stephen A Brophy - Brophy Wealth Management LLC - Form 13F …

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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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13F Filings - Fintel.io

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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

$154.66
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Brophy Wealth Management, LLC (Bedford) | Adviser Rankings

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Brophy Wealth Management, LLC is a large advisory firm based in Bedford. It manages $154.66 million of regulatory assets for 630 client accounts. It has been registered with the SEC as an …

wallmine.com

$172008221
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CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

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Sep 30, 2024 · Cannon Wealth Management Services is a large advisory firm with 396 clients and discretionary assets under management (AUM) of $172,008,221 (Form ADV from 2024-03 …

whalewisdom.com

$646000
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Napa Wealth Management Acquires Shares Of 11,771 AbbVie

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22 hours ago · China Universal Asset Management Co. Ltd. bought a new stake in shares of AbbVie during the 1st quarter valued at $646,000. Quent Capital LLC increased its holdings in …

marketbeat.com

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Eli Lilly And Company (NYSE:LLY) Shares Acquired By Napa Wealth …

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22 hours ago · Napa Wealth Management boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 379.2% in the 3rd quarter, according to the company in its most …

marketbeat.com

$1.46
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Segment Wealth Management, LLC Q3 2024 13F Top Portfolio …

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Jul 22, 2024 · Segment Wealth Management, LLC reported 263 holdings with total value $1.46 B as of Q3 2024. Top holdings included VTI, BRK-B, BRK-A, SPGI, and QQQ. Segment Wealth …

13f.info

$699365669
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OLYMPUS WEALTH MANAGEMENT, LLC Top 13F Holdings

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Olympus Wealth Management is a large advisory firm with 205 clients and discretionary assets under management (AUM) of $699,365,669 (Form ADV from 2024-05-24). Their last reported …

whalewisdom.com