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Bluesphere Advisors, LLC13F | |
| Bluesphere Advisors, LLC | |
| Last update 2025-04-23 | 88 Stocks (9 new) |
| Value $175.00 Mil | Turnover 10 % |
Bluesphere Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 85,325 | 47,944.2 | +9.61% | 27.440 | +2.41% | 0.010 | +16.48% | +7.22% | 631,067.9 | ||
IWF | iShares Russell 1000 Growth ETF | 83,102 | 30,007.3 | +28.61% | 17.170 | +3.82% | 0.030 | +22.53% | +7.58% | 112,955.9 | ||
IWY | iShares Russell Top 200 Growth ETF | 47,820 | 10,087.1 | -1.45% | 5.770 | -0.08% | 0.090 | +21.57% | +6.52% | 14,191.8 | ||
IOO | iShares Global 100 ETF | 78,214 | 7,531.2 | -4.29% | 4.310 | -0.17% | 0.120 | +18.89% | +9.79% | 6,724.6 | ||
MSFT | Microsoft Corp | 15,110 | 5,672.3 | -21.99% | 3.250 | -0.88% | 0.000 | +31.51% | +20.59% | 3,763,394.3 | Software | |
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 32,901 | 5,037.2 | -0.30% | 2.880 | -0.01% | 0.080 | +28.65% | +33.26% | 8,645.4 | ||
GOOGL | Alphabet Inc | 31,248 | 4,832.1 | -5.93% | 2.770 | -0.18% | 0.000 | +17.64% | -2.75% | 2,235,616.1 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 6,623 | 3,403.4 | -31.76% | 1.950 | -0.81% | 0.000 | +16.52% | +7.22% | 657,409.2 | ||
BINC | iShares Flexible Income Active ETF | 60,777 | 3,183.5 | -8.27% | 1.820 | -0.14% | 0.040 | +3.35% | +3.56% | 10,147.3 | ||
VHT | Vanguard Health Care ETF | 11,312 | 2,994.6 | -0.11% | 1.710 | 0% | 0.020 | -1.46% | -2.59% | 14,806.2 |
Bluesphere Advisors, LLC's Historical Top Holdings Breakdowns
Bluesphere Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Reduce Reduce | -3.90% | 211.47 ($239.69) 267.17 | $291.31 | 21.54% | Reduce -82% | 7,205 | -32,832 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +3.82% | 360.07 ($394.62) 417.26 | $431.13 | 9.25% | Add 28.61% | 83,102 | 18,488 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +2.41% | 554.06 ($590.51) 615.85 | $627.31 | 6.23% | Add 9.61% | 85,325 | 7,480 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.64% | 209.68 ($231.67) 247.1 | $210.22 | -9.26% | Reduce -60.71% | 8,658 | -13,380 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -1.34% | 828.4 ($951.01) 1058.6 | $1,260.90 | 32.59% | Reduce -66.17% | 1,575 | -3,081 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.33% | 106.98 ($126.74) 149.43 | $171.25 | 35.12% | Reduce -49.36% | 20,817 | -20,288 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +1.09% | 243.19 ($264.45) 288.14 | $307.88 | 16.42% | Add 442.68% | 8,151 | 6,649 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.88% | 375.39 ($407.71) 447.2 | $505.60 | 24.01% | Reduce -21.99% | 15,110 | -4,259 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.81% | 507.05 ($540.58) 563.67 | $573.93 | 6.17% | Reduce -31.76% | 6,623 | -3,082 | |
V | Visa Inc | 2025-03-31 | Sold Out Sold Out | -0.61% | 306.92 ($338.38) 362.71 | $347.86 | 2.80% | Sold Out | 0 | -3,925 |
Bluesphere Advisors, LLC Total Holding History ($B)
Bluesphere Advisors, LLC's Asset Allocation
Bluesphere Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bluesphere Advisors, LLC's Hypothetical Growth since 2025-03-31
Bluesphere Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bluesphere Advisors, LLC's Holdings Heat Map
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Bluesphere Advisors, LLC's Holdings Bubble Chart
Bluesphere Advisors, LLC News
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