Eagle Bluffs Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EB Eagle Bluffs Wealth Management LLC | Institutional Filer | ▲ 4.04% | $256.7M | 80 |
Current Portfolio Holdings
Showing all 80 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BBN | BLACKROCK TAX MUNICPAL BD TR | — | 2.2M | $35.6M | 13.87% |
| 2 | EMXC | ISHARES INC | — | 204K | $16.1M | 6.26% |
| 3 | IDV | ISHARES TR | — | 366K | $15.6M | 6.06% |
| 4 | NBB | NUVEEN TAXABLE MUNICPAL INM | — | 892K | $14.0M | 5.47% |
| 5 | VRT | Vertiv Holdings Co | Industrials | 44K | $10.9M | 4.26% |
| 6 | NVDA | NVIDIA Corporation | Technology | 61K | $10.6M | 4.14% |
| 7 | NAD | NUVEEN QUALITY MUNCP INCOME | — | 742K | $8.6M | 3.34% |
| 8 | NEA | NUVEEN AMT FREE QLTY MUN INC | — | 678K | $7.7M | 2.99% |
| 9 | TYG | Tortoise Energy Infrastructure Corporation | Financial Services | 151K | $7.5M | 2.94% |
| 10 | KLAC | KLA Corporation | Technology | 5K | $7.5M | 2.92% |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 108K | $6.0M | 2.34% |
| 12 | GOOGL | Alphabet Inc. | Technology | 21K | $6.0M | 2.34% |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 100K | $5.7M | 2.22% |
| 14 | WMT | Walmart Inc. | Consumer Defensive | 40K | $5.0M | 1.93% |
| 15 | AVGO | Broadcom Inc. | Technology | 16K | $4.9M | 1.90% |
Showing 1 to 15 of 80 holdings