Bluestem Financial Advisors, LLC Portfolio Holdings

Bluestem Financial Advisors, LLC

  • $212 Million
  • Q4 2024

Bluestem Financial Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.3M, Vanguard Bd Index Fd Inc Total with a value of $41.5M, Vanguard Small Cap ETF with a value of $27.3M, Vanguard Ftse All World Ex Us with a value of $23.6M, and Vanguard Specialized Funds Van with a value of $12.9M.

Examining the 13F form we can see an decrease of $1.84M in the current position value, from $214M to 212M.

Bluestem Financial Advisors, LLC is based out at Champaign, IL

Below you can find more details about Bluestem Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
ETFs: $211 Million
Technology: $1.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $212 Million
  • Prior Value $214 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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