Bms Financial Advisors, LLC Portfolio Holdings
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
Bms Financial Advisors, LLC has filed its 13F form on July 31, 2023 for Q2 2023 where it was disclosed a total value porftolio of $148 Million distributed in 113 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 $16.4M, First Tr Nasdaq 100 Equal Weig with a value of $10.4M, Wisdomtree Tr U.S Largecap Div with a value of $9.4M, Spdr Ser Tr Spdr Portfolio Int with a value of $8.32M, and Invesco Exchange Traded Fd Tr with a value of $8.04M.
Examining the 13F form we can see an increase of $4.95M in the current position value, from $143M to 148M.
Below you can find more details about Bms Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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