BP WEALTH MANAGEMENT, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 02816447 · BOSTON, MA

As of Dec 31, 2024, BP WEALTH MANAGEMENT, LLC reported 1,588 positions worth $4.8B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
APPLOVIN CORP	APP	Technology	5,502,530	.8B	36.86%
APPLE INC	AAPL	Technology	1,604,841	$401.9M	8.31%
MICROSOFT CORP	MSFT	Technology	330,992	39.5M	2.89%
ISHARES RUSSELL TOP 200 GROWTH ETF	IWY	—	459,585	08.1M	2.24%
BROADCOM LTD SHS	AVGO	Technology	435,478	01.0M	2.09%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	991,209	$96.0M	1.99%
ISHARES CORE S&P 500 ETF	IVV	—	135,904	$80.0M	1.65%
AMAZON.COM INC	AMZN	Equity	352,133	$77.3M	1.60%
ISHARES TR CORE MSCI EAFE	IEFA	—	815,788	$57.3M	1.19%
ISHARES RUSSELL TOP 200 VALUE ETF	IWX	—	684,505	$54.1M	1.12%
J P MORGAN CHASE & CO	JPM	Financial Services	217,735	$52.2M	1.08%
NVIDIA CORP	NVDA	Technology	364,342	$48.9M	1.01%
ALPHABET INC	GOOGL	Communication Services	255,877	$48.4M	1.00%
SPDR S&P 500 ETF	SPY	—	81,777	$47.9M	0.99%
ABBVIE INC	ABBV	Healthcare	248,034	$44.1M	0.91%
ALPHABET INC	GOOG	Communication Services	196,676	$37.5M	0.77%
ISHARES RUSSELL MID-CAP VALUE ETF	IWS	—	284,388	$36.8M	0.76%
VANGUARD 500 INDEX FUND	VOO	—	63,585	$34.3M	0.71%
HOME DEPOT INC	HD	Consumer Cyclical	87,885	$34.2M	0.71%
Meta Platforms, Inc.	META	—	54,415	$31.9M	0.66%
VISA INC CLASS A	V	Financial Services	91,037	$28.8M	0.60%
ABBOTT LABORATORIES	ABT	Healthcare	253,983	$28.7M	0.59%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	70,909	$28.5M	0.59%
PROCTER & GAMBLE CO	PG	Consumer Defensive	157,493	$26.4M	0.55%
ACCENTURE PLC	ACN	Technology	74,525	$26.2M	0.54%