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CIK: 0001700481
Total reported value
$2.3B
$2.3B
387 檔
16.3%
In Q1 2025, Bryn Mawr Trust Advisors, LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 387 disclosed stock positions.
In Q1 2025, Bryn Mawr Trust Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 387 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.36% | +0.14% | -15.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.24% | +0.14% | -2.32% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.17% | -0.43% | +4.62% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.29% | -4.99% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.75% | +0.12% | -11.48% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.15% | -0.10% | +5.47% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.06% | -0.06% | -4.86% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.01% | -7.81% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.71% | -0.08% | +0.68% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.27% | -14.43% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.44% | -0.13% | -0.71% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | +0.42% | -3.41% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.39% | -0.02% | +5.01% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.03% | -12.52% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.31% | -0.07% | +0.22% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.05% | -11.10% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.11% | -0.10% | -3.99% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | +0.06% | +2.77% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.03% | -0.16% | +4.07% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.00% | -0.07% | -47.93% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.03% | -15.18% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.12% | -10.62% | |
| 23 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.94% | — | +13.57% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 0.92% | +0.06% | +2.24% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | -0.17% | +4.72% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.10% | +7.51% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.03% | -0.21% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.23% | +0.68% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.08% | -14.41% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.20% | -11.12% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.78% | -0.22% | -12.25% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | — | -24.87% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.76% | -0.22% | +17.93% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.33% | -12.36% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.01% | -0.61% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.10% | +0.11% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.70% | -0.15% | +21.76% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.10% | -22.99% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | -26.94% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.02% | -7.04% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.66% | -0.05% | +1.44% | |
| 42 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.66% | -0.10% | +0.61% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.11% | -5.17% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.05% | +2.59% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.60% | -0.02% | +6.25% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.09% | -20.80% | |
| 47 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.59% | — | -7.64% | |
| 48 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.56% | -0.01% | -0.15% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.55% | -0.04% | +349.77% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.55% | -0.17% | +4.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | IWY | Ishares Russell Top 200 Grow | — | NEW | New buy |
| 6 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 15 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | RTX | Rtx CORP | — | NEW | New buy |
| 18 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 20 | ORCL | Oracle CORP | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | IWX | Ishares Russell Top 200 Valu | — | NEW | New buy |
| 24 | DHR | Danaher CORP | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | ABT | Abbott Laboratories | — | NEW | New buy |
| 27 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 28 | CVX | Chevron CORP | — | NEW | New buy |
| 29 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | COP | Conocophillips | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | CME | Cme Group Inc | — | NEW | New buy |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 36 | MDT | Medtronic plc | — | NEW | New buy |
| 37 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 38 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 41 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 42 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 43 | ACN | Accenture plc | — | NEW | New buy |
| 44 | BLK | Blackrock Inc | — | NEW | New buy |
| 45 | TFC | Truist Financial CORP | — | NEW | New buy |
| 46 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 47 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 48 | GPC | Genuine Parts Co | — | NEW | New buy |
| 49 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 50 | T | At&t Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Bryn Mawr Trust Advisors, LLC reported a total U.S. public equity portfolio value of $2.3B across 387 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, BND) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $89.4M
During Q1 2025, Bryn Mawr Trust Advisors, LLC's top holdings by market value included AAPL (5.4%)、IVV (5.2%)、BND (5.2%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2025, Bryn Mawr Trust Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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