NB
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North Berkeley Wealth Management, LLC13F | |
North Berkeley Wealth Management, LLC | |
Last update 2025-04-03 | 68 Stocks (0 new) |
Value $98.00 Mil | Turnover 0 % |
North Berkeley Wealth Manageme... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SSD | Simpson Manufacturing Co Inc | 79,390 | 13,165.2 | 0% | 13.370 | 0% | 0.190 | +6.09% | -0.86% | 6,864.9 | Forest Products | |
NUSC | Nuveen ESG Small-Cap ETF | 246,334 | 10,317.0 | 0% | 10.470 | 0% | 0.860 | +12.94% | +0.21% | 1,164.7 | ||
ACWI | iShares MSCI ACWI Index Fund | 80,069 | 9,408.2 | 0% | 9.550 | 0% | 0.050 | +14.84% | +12.89% | 22,771.4 | ||
IVW | iShares S&P 500 Growth ETF | 81,118 | 8,235.9 | 0% | 8.360 | 0% | 0.010 | +22.20% | +11.84% | 62,264.2 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 145,419 | 7,593.8 | 0% | 7.710 | 0% | 0.010 | +15.76% | +19.60% | 100,206.8 | ||
AAPL | Apple Inc | 30,141 | 7,547.8 | 0% | 7.660 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VGSR |
Vert Global Sustainable Real Estate ETF
Vert Global Sustainable Real Estate ETF
| 456,394 | 4,618.7 | 0% | 4.690 | 0% | 1.100 | +7.35% | +7.16% | 427.9 | ||
BRK.B | Berkshire Hathaway Inc | 5,809 | 2,633.1 | 0% | 2.670 | 0% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
IVV | iShares Core S&P 500 ETF | 3,963 | 2,332.9 | 0% | 2.370 | 0% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 17,359 | 1,682.1 | 0% | 1.710 | 0% | 0.000 | +1.03% | +3.43% | 128,074.0 |
North Berkeley Wealth Management, LLC's Historical Top Holdings Breakdowns
North Berkeley Wealth Management, LLC Total Holding History ($B)
North Berkeley Wealth Management, LLC's Asset Allocation
North Berkeley Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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North Berkeley Wealth Management, LLC's Hypothetical Growth since 2024-12-31
North Berkeley Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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North Berkeley Wealth Management, LLC's Holdings Heat Map
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