BLUEDOOR PRIVATE WEALTH, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BP BLUEDOOR PRIVATE WEALTH, LLC | Institutional Filer | ▼ 0.37% | $215.9M | 147 |
Current Portfolio Holdings
Showing all 147 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | — | 283K | $14.3M | 6.64% |
| 2 | HELO | J P MORGAN EXCHANGE TRADED F | — | 123K | $7.8M | 3.63% |
| 3 | AAPL | Apple Inc. | Technology | 30K | $7.7M | 3.57% |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 16K | $7.4M | 3.45% |
| 5 | SBCF | Seacoast Banking Corporation of Florida | Financial Services | 223K | $6.8M | 3.14% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | — | 35K | $6.7M | 3.10% |
| 7 | GLD | SPDR GOLD TR | — | 15K | $6.3M | 2.90% |
| 8 | IVV | ISHARES TR | — | 9K | $5.9M | 2.72% |
| 9 | IJH | ISHARES TR | — | 86K | $5.8M | 2.69% |
| 10 | VUG | VANGUARD INDEX FDS | — | 12K | $5.3M | 2.46% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 25K | $5.3M | 2.45% |
| 12 | VTV | VANGUARD INDEX FDS | — | 26K | $5.1M | 2.35% |
| 13 | MSFT | Microsoft Corporation | Technology | 12K | $4.3M | 2.01% |
| 14 | IAU | ISHARES GOLD TR | — | 48K | $4.2M | 1.97% |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 87K | $4.1M | 1.90% |
Showing 1 to 15 of 147 holdings