Berkeley Capital Partners, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $73.2M, Vanguard Whitehall Fds (Vangua with a value of $28M, Vanguard Intermediate Term Cor with a value of $23.3M, Vanguard Lg Trm Corp Bd ETF with a value of $14.2M, and Invesco Qqq Trust, Series 1 with a value of $10.1M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $347M to 357M.
Below you can find more details about Berkeley Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $238 Million
Technology: $24.7 Million
Financial Services: $16 Million
Healthcare: $12.8 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $11.6 Million
Communication Services: $8.66 Million
Real Estate: $8.39 Million
Other: $24.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
