Beta Wealth Group, Inc. Portfolio Holdings
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
Beta Wealth Group, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $206 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $22.5M, J P Morgan Exchange Traded Fd with a value of $13M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.1M, Jp Morgan Tr Mun ETF (De) with a value of $10.6M, and Amazon Com Inc with a value of $8.23M.
Examining the 13F form we can see an increase of $3.27M in the current position value, from $203M to 206M.
Below you can find more details about Beta Wealth Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$206 Million
ETFs: $120 Million
Technology: $24.9 Million
Financial Services: $15.7 Million
Consumer Cyclical: $13.8 Million
Communication Services: $12.4 Million
Industrials: $5.92 Million
Energy: $5.04 Million
Healthcare: $3.08 Million
Other: $3.35 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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