Granite Bay Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $26.9M, John Hancock Corporate Bond Et with a value of $25.7M, Invesco S&P 500 Equal Weight E with a value of $23.2M, Ishares Core S&P Sm Cap ETF with a value of $20.9M, and Ishares Msci Emerging Markets with a value of $15.5M.
Examining the 13F form we can see an increase of $18M in the current position value, from $270M to 288M.
Below you can find more details about Granite Bay Wealth Management, LLC portfolio as well as his latest detailed transactions.
