Bromfield-Sneider-Wealth-Advisors

Filing Details

13F-HR2024-03-31
Report Date
2024-03-31
Filing Date
2024-04-10
Total Holdings
104
Total Value
161841342
Accession Number
0001062993-24-008244
Form Type
13F-HR
Manager Name
Bromfield-Sneider-Wealth-Advisors
Data Enrichment
71% identified
74 identified30 unidentified

Holdings

104 positions • $161.8M total value
Manager:
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INTERNATIONAL BUSINESS MACHINES CORP
Shares:72
Value:$13.7K
% of Portfolio:0.0% ($13.7K/$161.8M)
HERSHEY CO
Shares:60
Value:$11.7K
% of Portfolio:0.0% ($11.7K/$161.8M)
Liberty Media Corp
Shares:125
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$161.8M)
49140MC49
Shares:5.0K
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$161.8M)