Bromfield-Sneider-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MMM", "APD", "VONG", null, null, null, null, null, "WTRG", "MCD", null, null, "EMR", "MUB", null, "IVW", "IJH", null, null, "MSFT", "MDLZ", "GPC", "HSY", "IJR", "IWD", null, "IWF", "PEP", "PNC", "IEMG", "IJK", null, "IVV", null, "UNH", "SPY", null, "GS", "PFE", "PG", "MRK", null, "AMGN", "IEFA", null, "SNA", "RTX", null, null, "IBM", "BIV", "VNQ", null, "VWO", "VCIT", null, "IWN", "PEG", "IVE", null, null, "VEU", "VUG", "VEA", "VONE", null, "VXUS", "VTWO", "VBK", "BNDX", "BND", "VBR", "BSV", "VB", "VTV", null, "LBRDK", "LLYVK", null, "IXUS", null, "KMB", "ADP", "BAC", "BK", "BMY", "BIP", "CVX", "CSCO", null, null, null, null, "IJT", "IJJ", "EFA", "IWB", "XOM", "JNJ", "LLY", "PM", "MO", "ITOT", "JPM" ]
Filing Details
13F-HR • 2024-03-31
Filing Details
13F-HR • 2024-03-31- 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% identified74 identified30 unidentified
Holdings
104 positions • $161.8M total value
Manager:
Search and click to pin securities to the top
Page 6 of 6
Shares:72
Value:$13.7K
% of Portfolio:0.0% ($13.7K/$161.8M)
49140MC49
Shares:5.0K
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$161.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
72 | QoQ- YoY- | All Managers (Combined) | $13.7K | 0.0% ($13.7K/$161.8M) | QoQ- YoY- | |
HERSHEY CO(HSYcusip427866108) | 60 | QoQ- YoY- | All Managers (Combined) | $11.7K | 0.0% ($11.7K/$161.8M) | QoQ- YoY- |
125 | QoQ- YoY- | All Managers (Combined) | $5.5K | 0.0% ($5.5K/$161.8M) | QoQ- YoY- | |
(cusip49140MC49)✕ | 5.0K | QoQ- YoY- | All Managers (Combined) | $5.0K | 0.0% ($5.0K/$161.8M) | QoQ- YoY- |