GB
| |
Granite Bay Wealth Management, LLC13F | |
| Granite Bay Wealth Management, LLC | |
| Last update 2025-07-08 | 69 Stocks (8 new) |
| Value $311.00 Mil | Turnover 12 % |
Granite Bay Wealth Management,... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDY | S&P MidCap 400 ETF | 51,486 | 29,170.0 | +2.16% | 9.370 | +0.20% | 0.130 | +15.85% | +2.31% | 23,229.9 | ||
JHCB | John Hancock Corporate Bond ETF | 1,341,027 | 28,740.0 | +10.95% | 9.240 | +0.91% | 50.600 | +3.66% | +4.23% | 57.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 147,062 | 26,730.0 | +10.02% | 8.590 | +0.78% | 0.040 | +13.69% | +6.04% | 74,012.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 224,958 | 24,590.0 | +12.57% | 7.900 | +0.88% | 0.030 | +16.59% | -2.25% | 81,337.5 | ||
EEM | iShares MSCI Emerging Markets ETF | 377,040 | 18,190.0 | +6.27% | 5.850 | +0.35% | 0.100 | +18.21% | +18.50% | 18,661.0 | ||
EWJ | iShares MSCI Japan ETF | 195,598 | 14,660.0 | +3.65% | 4.710 | +0.17% | 0.100 | +6.35% | +7.89% | 14,799.2 | ||
JHPI | John Hancock Preferred Income ETF | 646,152 | 14,570.0 | +9.66% | 4.680 | +0.41% | 17.800 | +4.81% | +3.25% | 83.4 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 155,642 | 13,740.0 | +16.93% | 4.420 | +0.64% | 0.030 | -1.53% | -0.28% | 47,103.6 | ||
QQQ | INVESCO QQQ Trust | 17,526 | 9,670.0 | -0.18% | 3.110 | -0.01% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
MSFT | Microsoft Corp | 18,925 | 9,410.0 | -0.12% | 3.020 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
Granite Bay Wealth Management, LLC's Historical Top Holdings Breakdowns
Granite Bay Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Sold Out Sold Out | -2.86% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Sold Out | 0 | -37,018 | |
RTX | RTX Corp | 2025-06-30 | New Buy New Buy | +2.17% | 113.75 ($133.23) 148.48 | $151.50 | 13.71% | New holding | 46,305 | 46,305 | |
PUTW | WisdomTree PutWrite Strategy Fund | 2025-06-30 | New Buy New Buy | +2.00% | 29.54 ($31.11) 32.06 | $30.15 | -3.09% | New holding | 193,765 | 193,765 | |
MPC | Marathon Petroleum Corp | 2025-06-30 | Sold Out Sold Out | -1.78% | 118.55 ($149.83) 170.08 | $174.21 | 16.27% | Sold Out | 0 | -35,058 | |
NUE | Nucor Corp | 2025-06-30 | Sold Out Sold Out | -1.67% | 103.22 ($116.91) 131.43 | $140.63 | 20.29% | Sold Out | 0 | -39,909 | |
JHCB | John Hancock Corporate Bond ETF | 2025-06-30 | Add Add | +0.91% | 20.55 ($21.03) 21.44 | $21.31 | 1.33% | Add 10.95% | 1,341,027 | 132,302 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.88% | 90.56 ($103.39) 109.49 | $111.87 | 8.20% | Add 12.57% | 224,958 | 25,115 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.78% | 152.93 ($172.62) 181.74 | $184.18 | 6.70% | Add 10.02% | 147,062 | 13,396 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.64% | 83.97 ($87.25) 92.85 | $85.24 | -2.30% | Add 16.93% | 155,642 | 22,538 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Add Add | +0.57% | 273.71 ($302.58) 316.29 | $308.39 | 1.92% | Add 55.45% | 16,423 | 5,858 |
Granite Bay Wealth Management, LLC Total Holding History ($B)
Granite Bay Wealth Management, LLC's Asset Allocation
Granite Bay Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Granite Bay Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Granite Bay Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Granite Bay Wealth Management, LLC's Holdings Heat Map
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Granite Bay Wealth Management, LLC's Holdings Bubble Chart
Granite Bay Wealth Management, LLC News
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