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CIK: 0001977465
Total reported value
$1.0B
$1.0B
101 檔
38.4%
In Q4 2024, BlueStem Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 101 disclosed stock positions.
During Q4 2024, BlueStem Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.01% | +0.01% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.25% | +0.11% | — | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.01% | +4.77% | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.74% | +0.62% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.61% | +3.86% | — | |
| 6 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 5.44% | -0.44% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.02% | -1.17% | — | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.00% | +1.23% | — | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.63% | -0.93% | — | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.66% | — | — | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.56% | -0.50% | — | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.26% | +0.27% | — | |
| 13 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.73% | -0.34% | — | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.65% | -0.03% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | +0.23% | — | |
| 16 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 1.10% | +0.01% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.91% | -0.01% | — | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.84% | — | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | +1.99% | NEW | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | -1.82% | EXIT | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 0.81% | — | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.60% | — | — | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.59% | — | — | |
| 24 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.58% | — | — | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.58% | -0.03% | — | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.40% | -0.05% | — | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | +0.08% | — | |
| 28 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.38% | — | — | |
| 29 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.37% | — | — | |
| 30 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.37% | -0.40% | EXIT | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.36% | -0.29% | — | |
| 32 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.36% | +0.36% | NEW | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.36% | -0.42% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.03% | — | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | +0.01% | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.04% | — | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 40 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.20% | -0.01% | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.02% | — | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.20% | -0.04% | — | |
| 43 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.19% | -0.01% | — | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.14% | — | — | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | — | — | |
| 48 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | +0.02% | — | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.10% | +0.01% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, BlueStem Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 101 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, FNDX) accounted for 38.4% of total reported equity market value during Q4 2024.
During Q4 2024, BlueStem Wealth Partners, LLC's top holdings by market value included IVV (19.0%)、VUG (11.3%)、FNDX (7.0%). The largest single position, IVV, represented 19.0% of total portfolio value.
In Q4 2024, BlueStem Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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