Bbjs-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", "PCOR", "GDX", "CCCS", "BROS", "MP", "BABA", "VDE", null, "AXP", "TEAM", "ASML", "CAT", null, null, "CCI", null, null, null, "ESS", null, null, "U", null, "HON", "HD", "CVM", "HPQ", null, "MCD", null, null, null, null, null, "IVW", null, "ICF", null, null, null, "MSFT", "MS", "DXC", "ENPH", null, null, "HSY", "IJR", "ORCL", "NOC", null, "EEM", "IWF", "PEP", "IEMG", null, "IVV", "UNH", "NVDA", "GS", "HPE", null, "PG", null, null, null, "AMT", "CI", "VNQ", "VXF", null, null, "VWO", null, "IWO", "IWN", null, null, "VTR", null, "ARE", "F", "IWR", "GSLC", "ESRT", "AMZN", "IVE", "HII", null, null, "ACM", "VPL", "USB", "VGK", "VNQI", "VBK", "VTEB", "BND", "VBR", null, "V", "VICI", "WMT", null, null, null, "SPOT", null, null, null, null, null, "PSA", null, "KMB", "BAC", "BRK-B", "BYND", "BMY", "BWXT", "CPB", "CARR", "C", "KO", "CL", "COST", "CTVA", null, "RSP", null, "EFA", null, "NEE", "QQQ", "IWM", "DIS", "XOM", "LLY", "TSLA", "PLD", "JPM" ]
Filing Details
13F-HR • 2024-09-30
Filing Details
13F-HR • 2024-09-30- Report Date
- 2024-09-30
- Filing Date
- 2024-10-15
- Total Holdings
- 142
- Total Value
- 280387963
- Accession Number
- 0001966040-24-000005
- Form Type
- 13F-HR
- Manager Name
- Bbjs-Financial-Advisors
Data Enrichment
66% identified94 identified48 unidentified
Holdings
142 positions • $280.4M total value
Manager:
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Page 8 of 8
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
8 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $169 | 0.0% ($169/$280.4M) | QoQ +9.03% (+$14)YoY- | |
CEL SCI CORP(CVMcusip150837607) | 40 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $43 | 0.0% ($43/$280.4M) | QoQ -8.51% (-$4)YoY- |