Bar Harbor Wealth Management Portfolio Holdings
Bar Harbor Wealth Management
- $1.48 Billion
- Q1 2025
Bar Harbor Wealth Management has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $96.6M, Eli Lilly & CO with a value of $62.9M, Ishares Core S&P 500 ETF with a value of $60M, Ishares Core U.S. Aggregate Bo with a value of $58.9M, and Apple Inc. with a value of $55.8M.
Examining the 13F form we can see an decrease of $33.5M in the current position value, from $1.51B to 1.48B.
Bar Harbor Wealth Management is based out at Concord, NH
Below you can find more details about Bar Harbor Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 255
- Current Value $1.48 Billion
- Prior Value $1.51 Billion
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 58 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks