BAR HARBOR WEALTH MANAGEMENT has disclosed 261 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $1.50 Bil. The turnover rate is 6%.
In BAR HARBOR WEALTH MANAGEMENT's current portfolio as of 2024-03-31, the top 5 holdings are
Technology Select Sector SPDR ETF (XLK), Eli Lilly and Co (LLY), iShares Core U.S. Aggregate Bond ETF (AGG), iShares Core S&P 500 ETF (IVV), Apple Inc (AAPL), not including call and put options.
BAR HARBOR WEALTH MANAGEMENT did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for BAR HARBOR WEALTH MANAGEMENT, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for BAR HARBOR WEALTH MANAGEMENT, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for BAR HARBOR WEALTH MANAGEMENT.
