Latest Bromfield Sneider Wealth Advisors Stock Portfolio
Bromfield Sneider Wealth Advisors Performance:
2024 Q1: 2.23%YTD: 2.23%2023: 5.68%
Performance for 2024 Q1 is 2.23%, and YTD is 2.23%, and 2023 is 5.68%.
About Bromfield Sneider Wealth Advisors and 13F Hedge Fund Stock Holdings
Bromfield Sneider Wealth Advisors is a hedge fund based in WESTWOOD, MA. On 03-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $380.2 Millions. In it's latest 13F Holdings report, Bromfield Sneider Wealth Advisors reported an equity portfolio of $161.8 Millions as of 31 Mar, 2024.
The top stock holdings of Bromfield Sneider Wealth Advisors are VOO, SPY, BNDW. The fund has invested 19.4% of it's portfolio in VANGUARD INDEX FDS and 17.8% of portfolio in SPDR S&P 500 ETF TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), SPDR S&P 500 ETF TR (SPY) and ISHARES TR (AAXJ). Bromfield Sneider Wealth Advisors opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), BROOKFIELD INFRAST PARTNERS (BIP) and LIBERTY MEDIA CORP DEL (BATRA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AGG) and MICROSOFT CORP (MSFT).
The top stock holdings of Bromfield Sneider Wealth Advisors are VOO, SPY, BNDW. The fund has invested 19.4% of it's portfolio in VANGUARD INDEX FDS and 17.8% of portfolio in SPDR S&P 500 ETF TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO), SPDR S&P 500 ETF TR (SPY) and ISHARES TR (AAXJ). Bromfield Sneider Wealth Advisors opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), BROOKFIELD INFRAST PARTNERS (BIP) and LIBERTY MEDIA CORP DEL (BATRA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AGG) and MICROSOFT CORP (MSFT).
Bromfield Sneider Wealth Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that Bromfield Sneider Wealth Advisors made a return of 2.23% in the last quarter. In trailing 12 months, it's portfolio return was 6.08%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard scottsdale fds | 93,761 |
| brookfield infrast partners | 38,513 |
| liberty media corp del | 14,855 |
| liberty broadband corp | 14,308 |
| liberty media corp del | 5,478 |
New stocks bought by Bromfield Sneider Wealth Advisors
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 645 |
| ishares tr | 398 |
| microsoft corp | 183 |
| vanguard scottsdale fds | 120 |
| ishares tr | 41.02 |
| dimensional etf trust | 35.26 |
| ishares tr | 29.5 |
| dimensional etf trust | 29.07 |
Additions to existing portfolio by Bromfield Sneider Wealth Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -2.32 |
| spdr s&p 500 etf tr | -1.68 |
| ishares tr | -0.04 |
Bromfield Sneider Wealth Advisors reduced stake in above stock
Sold off
Sector Distribution
Bromfield Sneider Wealth Advisors has about 98.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 98.7 |
Market Cap. Distribution
Bromfield Sneider Wealth Advisors has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
Stocks belong to which Index?
About 0% of the stocks held by Bromfield Sneider Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 100 |
Bromfield Sneider Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Bromfield Sneider Wealth Advisors
Bromfield Sneider Wealth Advisors has 103 stocks in it's portfolio. About 80.1% of the portfolio is in top 10 stocks. AGG proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Bromfield Sneider Wealth Advisors last quarter.
Last Reported on: 10 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 4.60 | 71,000 | 7,435,800 | added | 6.73 | ||
| AAXJ | ishares tr | 4.57 | 68,671 | 7,388,980 | added | 8.97 | ||
| AAXJ | ishares tr | 3.69 | 109,669 | 5,966,010 | reduced | -0.04 | ||
| AAXJ | ishares tr | 0.57 | 14,545 | 921,154 | added | 21.16 | ||
| AAXJ | ishares tr | 0.30 | 4,060 | 492,043 | added | 28.48 | ||
| AAXJ | ishares tr | 0.10 | 1,450 | 160,283 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.08 | 2,425 | 125,130 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.03 | 181 | 45,203 | unchanged | 0.00 | ||
| AGG | ishares tr | 3.43 | 56,718 | 5,554,920 | added | 7.31 | ||
| AGG | ishares tr | 1.96 | 6,024 | 3,166,800 | added | 1.52 | ||
| AGG | ishares tr | 0.80 | 15,274 | 1,289,770 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.42 | 5,834 | 672,716 | added | 41.02 | ||
| AGG | ishares tr | 0.40 | 7,969 | 651,743 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.37 | 3,222 | 601,812 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.28 | 2,511 | 449,812 | added | 29.5 | ||
| AGG | ishares tr | 0.22 | 4,444 | 354,924 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.19 | 891 | 300,283 | added | 0.11 | ||
| AGG | ishares tr | 0.17 | 2,984 | 272,286 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.15 | 1,807 | 236,187 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.14 | 2,271 | 233,407 | unchanged | 0.00 | ||