Beta Wealth Group

BETA WEALTH GROUP, INC. Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Beta Wealth Group is a large advisory firm with 423 clients and discretionary assets under management (AUM) of $399,029,675 (Form ADV from 2024-03-26). Their last reported 13F …

whalewisdom.com

$222Million Beta Wealth Group, Inc. Q3 2024 13F Combination …

2 weeks from now

Beta Wealth Group, Inc. reported 105 stock holdings with total value $222M as of Q3 2024. Top holdings included FBND, JEPI, JMUB, SPLG, and MSFT. Open main menu ... The Form 13F …

portfoliosavvy.com

Beta Wealth Group, Inc. Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 105 holdings with total value $222 M as of Q3 2024. Top holdings included FBND, JEPI, JMUB, SPLG, and MSFT. Beta Wealth Group, Inc. Q3 2024 …

13f.info

Beta Wealth Group, Inc. Q2 2024 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 103 holdings with total value $211 M as of Q2 2024. Top holdings included FBND, JMUB, JEPI, SPLG, and MSFT. Beta Wealth Group, Inc. Q2 2024 …

13f.info

Beta Wealth Group, Inc. | Form 13F - Radient

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SEC Form 13F for Beta Wealth Group, Inc., CIK: 1594417 as on 31 Dec 2023. Quarterly holdings report, AUM: $190,743,919.98000002

radientanalytics.com

Beta Wealth 13F Filings And Top Holdings And Stakes - Stockzoa

2 weeks from now

Latest statistics and disclosures from Beta Wealth Group's latest quarterly 13F-HR filing: Top 5 stock holdings are FBND , ... Beta Wealth Group was a net buyer of stock by $1.8M. Beta …

stockzoa.com

Beta Wealth Group Inc. Has $6.80 Million Holdings In …

2 weeks from now

Dec 19, 2024  · Beta Wealth Group Inc. lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 1.7% during the third quarter, according to the company in its most …

etfdailynews.com

See Which Of The Latest 13F Filers Holds VTV - Nasdaq

2 weeks from now

1 day ago  · Northstar Advisory Group LLC: Existing-41-$32: Miracle Mile Advisors LLC: Existing-23,316-$4,593: Conrad Siegel Investment Advisors Inc. Existing-5,305-$981: Horizon Wealth …

nasdaq.com

See Which Of The Latest 13F Filers Holds SPY - Nasdaq

2 weeks from now

1 day ago  · Wallace Advisory Group LLC: Existing-10 +$99: 180 Wealth Advisors LLC: Existing: UNCH +$11: Cypress Financial Planning LLC: Existing-231 +$3: Gainplan LLC: Existing …

nasdaq.com

Beta Wealth Group, Inc. Q3 2021 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 60 holdings with total value $139 M as of Q3 2021. Top holdings included SPLG, AGG, VEA, MSFT, and SRLN. Beta Wealth Group, Inc. Q3 2021 13F …

13f.info

Accurate Wealth Management LLC Sells 10,317 Shares Of Altria …

2 weeks from now

1 day ago  · Accurate Wealth Management LLC reduced its stake in shares of Altria Group, Inc. (NYSE:MO - Free Report) by 13.3% in the 4th quarter, according to the company in its most …

marketbeat.com

Beta Wealth Group, Inc. Q4 2021 13F Top Portfolio Holdings

2 weeks from now

Beta Wealth Group, Inc. reported 60 holdings with total value $139 M as of Q4 2021. Top holdings included SPLG, AGG, VEA, MSFT, and SRLN. Beta Wealth Group, Inc. Q4 2021 13F …

13f.info

Founders Grove Wealth Partners LLC Invests $333,000 In Markel …

2 weeks from now

12 hours ago  · Founders Grove Wealth Partners LLC purchased a new position in shares of Markel Group Inc. (NYSE:MKL - Free Report) during the 4th quarter, according to the …

marketbeat.com

NJ's Wealthiest Counties Include Morris, Bergen, Hunterdon, More

2 weeks from now

Nov 29, 2024  · Close behind, at 36th, Somerset County tells a similar story. Despite edging Morris in median income at $131,948, it has lower investment income ($80,534) and slightly more …

northjersey.com

San Luis Wealth Advisors LLC Trims Stock Holdings In …

2 weeks from now

1 day ago  · San Luis Wealth Advisors LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 86.3% in the 4th quarter, according to the …

marketbeat.com