Latest Bromfield Sneider Wealth Advisors Stock Portfolio
$161Million
Equity Portfolio Value
Last Reported on: 10 Apr, 2024
About Bromfield Sneider Wealth Advisors and it’s 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).
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
Current Stock Holdings of Bromfield Sneider Wealth Advisors
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 | |
| AGG | ISHARES TR | 0.10 | 1,440 | 170,382 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.08 | 811 | 128,719 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.08 | 443 | 127,491 | ADDED | 0.45 | |
| AGG | ISHARES TR | 0.03 | 494 | 54,638 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.03 | 803 | 48,757 | ADDED | 398 | |
| AGT | ISHARES TR | 1.89 | 61,248 | 3,059,340 | ADDED | 12.65 | |
| AGT | ISHARES TR | 0.02 | 505 | 33,901 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.03 | 145 | 41,226 | UNCHANGED | 0.00 | |
| AMPS | ISHARES TR | 0.12 | 8,366 | 190,490 | ADDED | 0.2 | |
| APD | AIR PRODS & CHEMS INC | 0.04 | 265 | 64,202 | UNCHANGED | 0.00 | |
| BAC | BANK AMERICA CORP | 0.01 | 626 | 23,738 | UNCHANGED | 0.00 | |
| BATRA | LIBERTY MEDIA CORP DEL | 0.01 | 500 | 14,855 | NEW | ||
| BATRA | LIBERTY MEDIA CORP DEL | 0.00 | 125 | 5,478 | NEW | ||
| BGRN | ISHARES TR | 0.04 | 1,530 | 55,983 | UNCHANGED | 0.00 | |
| BIP | BROOKFIELD INFRAST PARTNERS | 0.02 | 1,234 | 38,513 | NEW | ||
| BIV | VANGUARD BD INDEX FDS | 4.11 | 88,124 | 6,644,520 | ADDED | 26.37 | |
| BIV | VANGUARD BD INDEX FDS | 0.68 | 15,111 | 1,097,500 | ADDED | 4.58 | |
| BIV | VANGUARD BD INDEX FDS | 0.36 | 7,686 | 589,286 | UNCHANGED | 0.00 | |
| BK | BANK NEW YORK MELLON CORP | 0.02 | 666 | 38,375 | UNCHANGED | 0.00 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.01 | 278 | 15,076 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 10.42 | 218,172 | 16,866,900 | ADDED | 2.2 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.17 | 23,608 | 1,900,680 | ADDED | 1.12 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.99 | 20,374 | 1,602,200 | ADDED | 20.47 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.74 | 13,779 | 1,194,190 | ADDED | 0.02 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.35 | 2,354 | 561,006 | ADDED | 120 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.06 | 1,102 | 93,761 | NEW | ||
| BNDX | VANGUARD CHARLOTTE FDS | 0.18 | 5,805 | 285,532 | ADDED | 0.36 | |
| CSCO | CISCO SYS INC | 0.03 | 800 | 39,928 | UNCHANGED | 0.00 | |
| CVX | CHEVRON CORP NEW | 0.02 | 235 | 37,069 | UNCHANGED | 0.00 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.94 | 24,393 | 1,520,680 | ADDED | 35.26 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.56 | 16,714 | 909,731 | ADDED | 29.07 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.53 | 23,275 | 850,483 | ADDED | 3.6 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.41 | 21,817 | 659,302 | ADDED | 19.36 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.39 | 20,905 | 626,935 | ADDED | 0.13 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.33 | 9,208 | 540,043 | ADDED | 645 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.24 | 10,432 | 383,375 | ADDED | 9.32 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.18 | 5,260 | 299,715 | UNCHANGED | 0.00 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.11 | 6,906 | 173,072 | ADDED | 0.04 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.08 | 5,167 | 127,732 | ADDED | 0.1 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.07 | 2,820 | 115,338 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.03 | 807 | 41,656 | UNCHANGED | 0.00 | |
| EMR | EMERSON ELEC CO | 0.06 | 840 | 95,273 | UNCHANGED | 0.00 | |
| GPC | GENUINE PARTS CO | 0.02 | 246 | 38,113 | UNCHANGED | 0.00 | |
| GS | GOLDMAN SACHS GROUP INC | 0.03 | 120 | 50,123 | UNCHANGED | 0.00 | |
| HSY | HERSHEY CO | 0.01 | 60.00 | 11,670 | UNCHANGED | 0.00 | |
| HUBB | HUBBELL INC CL B | 0.03 | 110 | 45,656 | UNCHANGED | 0.00 | |
| IBCE | ISHARES TR | 0.24 | 5,312 | 394,263 | UNCHANGED | 0.00 | |
| IBCE | ISHARES TR | 0.01 | 203 | 13,789 | ADDED | 7.98 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.01 | 72.00 | 13,749 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.05 | 471 | 74,485 | ADDED | 0.64 | |
| JPM | JPMORGAN CHASE & CO | 0.04 | 290 | 58,087 | UNCHANGED | 0.00 | |
| KMB | KIMBERLY-CLARK CORP | 0.01 | 121 | 15,651 | UNCHANGED | 0.00 | |
| LBRDA | LIBERTY BROADBAND CORP | 0.01 | 250 | 14,308 | NEW | ||
| LLY | ELI LILLY & CO | 0.04 | 80.00 | 62,237 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.04 | 240 | 67,668 | UNCHANGED | 0.00 | |
| MDLZ | MONDELEZ INTL INC | 0.01 | 331 | 23,170 | UNCHANGED | 0.00 | |
| MMM | 3M CO | 0.02 | 313 | 33,200 | UNCHANGED | 0.00 | |
| MO | ALTRIA GROUP INC | 0.01 | 519 | 22,639 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.02 | 280 | 36,946 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 0.26 | 1,005 | 422,824 | ADDED | 183 | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 0.02 | 388 | 25,911 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.02 | 207 | 36,227 | UNCHANGED | 0.00 | |
| PFE | PFIZER INC | 0.01 | 895 | 24,836 | UNCHANGED | 0.00 | |
| PG | PROCTER AND GAMBLE CO | 0.05 | 515 | 83,559 | UNCHANGED | 0.00 | |
| PM | PHILIP MORRIS INTL INC | 0.02 | 394 | 36,098 | UNCHANGED | 0.00 | |
| PNC | PNC FINL SVCS GROUP INC | 0.01 | 123 | 19,877 | UNCHANGED | 0.00 | |
| RTX | RTX CORPORATION | 0.04 | 614 | 59,883 | UNCHANGED | 0.00 | |
| SNA | SNAP ON INC | 0.03 | 135 | 39,990 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 17.82 | 55,121 | 28,832,100 | REDUCED | -1.68 | |
| UNH | UNITEDHEALTH GROUP INC | 0.03 | 83.00 | 41,060 | UNCHANGED | 0.00 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.05 | 1,545 | 77,524 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.26 | 10,022 | 418,616 | ADDED | 0.06 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.02 | 670 | 39,296 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 19.36 | 91,046 | 31,337,900 | REDUCED | -2.32 | |
| VOO | VANGUARD INDEX FDS | 9.23 | 57,274 | 14,932,500 | ADDED | 1.03 | |
| VOO | VANGUARD INDEX FDS | 2.86 | 24,104 | 4,625,030 | ADDED | 0.08 | |
| VOO | VANGUARD INDEX FDS | 0.53 | 3,737 | 854,263 | ADDED | 0.16 | |
| VOO | VANGUARD INDEX FDS | 0.17 | 1,653 | 269,266 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.05 | 907 | 78,396 | UNCHANGED | 0.00 | |
| VXUS | VANGUARD STAR FDS | 0.28 | 7,549 | 455,200 | ADDED | 26.7 | |
| WTRG | ESSENTIAL UTILS INC | 0.04 | 1,657 | 61,404 | UNCHANGED | 0.00 | |
| XOM | EXXON MOBIL CORP | 0.04 | 508 | 59,050 | UNCHANGED | 0.00 | |
| NUVEEN MA MUNICIPAL BOND FUND | 0.21 | 36,843 | 343,378 | ADDED | 0.8 | ||
| KY RRL WTR FIN C | 0.00 | 5,000 | 5,033 | UNCHANGED | 0.00 |