Bedell Frazier Investment Counseling, LLC Portfolio Holdings
Bedell Frazier Investment Counseling, LLC
- $402 Million
- Q4 2024
Bedell Frazier Investment Counseling, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $402 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.5M, Spdr Gold Trust with a value of $38.5M, Amazon Com Inc with a value of $24.6M, Alphabet Inc. with a value of $14.3M, and Cohen & Steers Infrastructure Fund Inc with a value of $12.2M.
Examining the 13F form we can see an decrease of $16.1M in the current position value, from $418M to 402M.
Below you can find more details about Bedell Frazier Investment Counseling, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$402 Million
ETFs: $116 Million
Technology: $75.9 Million
Consumer Cyclical: $35.9 Million
Communication Services: $33.1 Million
Consumer Defensive: $29.6 Million
Healthcare: $27.6 Million
Financial Services: $27 Million
Industrials: $25.4 Million
Other: $31.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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