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Beta Wealth Group, Inc. has disclosed 87 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-06-30. The current portfolio value is calculated to be $149.00 Mil. The turnover rate is 31%.
In Beta Wealth Group, Inc.'s current portfolio as of 2022-06-30, the top 5 holdings are not including call and put options. Beta Wealth Group, Inc. 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 Beta Wealth Group, Inc., 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 Beta Wealth Group, Inc., 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 Beta Wealth Group, Inc..
Beta Wealth Group, Inc. Investing Philosophy
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