Bromfield Sneider Wealth Advisors 13F annual report
Bromfield Sneider Wealth Advisors is an investment fund managing more than $162 billion ran by Eric Sneider. There are currently 52 companies in Mr. Sneider’s portfolio. The largest investments include Vanguard Index Fds and Spdr S&p 500 Etf Tr, together worth $80.9 billion.
$162 billion Assets Under Management (AUM)
As of 3rd April 2024, Bromfield Sneider Wealth Advisors’s top holding is 178,721 shares of Vanguard Index Fds currently worth over $52.1 billion and making up 32.2% of the portfolio value.
In addition, the fund holds 55,121 shares of Spdr S&p 500 Etf Tr worth $28.8 billion.
The third-largest holding is Vanguard Scottsdale Fds worth $22.1 billion and the next is Ishares Tr worth $40.6 billion, with 462,924 shares owned.
Currently, Bromfield Sneider Wealth Advisors's portfolio is worth at least $162 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bromfield Sneider Wealth Advisors
The Bromfield Sneider Wealth Advisors office and employees reside in Westwood, Massachusetts. According to the last 13-F report filed with the SEC, Eric Sneider serves as the Vice President at Bromfield Sneider Wealth Advisors.
Recent trades
In the most recent 13F filing, Bromfield Sneider Wealth Advisors revealed that it had opened a new position in
Vanguard Scottsdale Fds and bought 1,102 shares worth $93.8 million.
The investment fund also strengthened its position in Vanguard Scottsdale Fds by buying
9,701 additional shares.
This makes their stake in Vanguard Scottsdale Fds total 278,287 shares worth $22.1 billion.
On the other hand, Eric Sneider disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $52.1 billion and 178,721 shares.
One of the smallest hedge funds
The two most similar investment funds to Bromfield Sneider Wealth Advisors are Tkg Advisors and Valley Management. They manage $162 billion and $162 billion respectively.
Eric Sneider investment strategy
Bromfield Sneider Wealth Advisors’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 0.3% of
the total portfolio value.
The fund focuses on investments in the United States as
44.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
44% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $249 billion.
The complete list of Bromfield Sneider Wealth Advisors trades based on 13F SEC filings
These positions were updated on April 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.86%
178,721
|
$52,097,340,000 | 32.19% |
| Spdr S&p 500 Etf Tr |
1.68%
55,121
|
$28,832,141,000 | 17.82% |
| Vanguard Scottsdale Fds |
3.61%
278,287
|
$22,124,960,000 | 13.67% |
| Ishares Tr |
6.27%
462,924
|
$40,551,822,000 | 25.06% |
| Vanguard Bd Index Fds |
20.74%
110,921
|
$8,331,316,000 | 5.15% |
| Dimensional Etf Trust |
18.92%
146,897
|
$6,206,410,000 | 3.83% |
| Vanguard Star Fds |
26.70%
7,549
|
$455,200,000 | 0.28% |
| Microsoft Corporation |
183.90%
1,005
|
$422,824,000 | 0.26% |
| Vanguard Intl Equity Index F |
0.06%
10,692
|
$457,912,000 | 0.28% |
| Nuveen Ma Municipal Bond Fund |
0.80%
36,843
|
$343,378,000 | 0.21% |
| Vanguard Charlotte Fds |
0.36%
5,805
|
$285,532,000 | 0.18% |
| Emerson Elec Co |
No change
840
|
$95,273,000 | 0.06% |
| Vanguard Scottsdale Fds |
Opened
1,102
|
$93,761,000 | 0.06% |
| Procter And Gamble Co |
No change
515
|
$83,559,000 | 0.05% |
| Vanguard Tax-managed Fds |
No change
1,545
|
$77,524,000 | 0.05% |
| Johnson & Johnson |
0.64%
471
|
$74,485,000 | 0.05% |
| Mcdonalds Corp |
No change
240
|
$67,668,000 | 0.04% |
| Air Prods & Chems Inc |
No change
265
|
$64,202,000 | 0.04% |
| Eli Lilly & Co |
No change
80
|
$62,237,000 | 0.04% |
| Essential Utils Inc |
No change
1,657
|
$61,404,000 | 0.04% |
| RTX Corp |
No change
614
|
$59,883,000 | 0.04% |
| Exxon Mobil Corp. |
No change
508
|
$59,050,000 | 0.04% |
| JPMorgan Chase & Co. |
No change
290
|
$58,087,000 | 0.04% |
| Goldman Sachs Group, Inc. |
No change
120
|
$50,123,000 | 0.03% |
| Hubbell Inc. |
No change
110
|
$45,656,000 | 0.03% |
| Automatic Data Processing In |
No change
181
|
$45,203,000 | 0.03% |
| Ishares Inc |
No change
807
|
$41,656,000 | 0.03% |
| AMGEN Inc. |
No change
145
|
$41,226,000 | 0.03% |
| Unitedhealth Group Inc |
No change
83
|
$41,060,000 | 0.03% |
| Snap-on, Inc. |
No change
135
|
$39,990,000 | 0.02% |
| Cisco Sys Inc |
No change
800
|
$39,928,000 | 0.02% |
| Brookfield Infrast Partners |
Opened
1,234
|
$38,513,000 | 0.02% |
| Bank New York Mellon Corp |
No change
666
|
$38,375,000 | 0.02% |
| Genuine Parts Co. |
No change
246
|
$38,113,000 | 0.02% |
| Chevron Corp. |
No change
235
|
$37,069,000 | 0.02% |
| Merck & Co Inc |
No change
280
|
$36,946,000 | 0.02% |
| Pepsico Inc |
No change
207
|
$36,227,000 | 0.02% |
| Philip Morris International Inc |
No change
394
|
$36,098,000 | 0.02% |
| 3M Co. |
No change
313
|
$33,200,000 | 0.02% |
| Public Svc Enterprise Grp In |
No change
388
|
$25,911,000 | 0.02% |
| Pfizer Inc. |
No change
895
|
$24,836,000 | 0.02% |
| Bank America Corp |
No change
626
|
$23,738,000 | 0.01% |
| Mondelez International Inc. |
No change
331
|
$23,170,000 | 0.01% |
| Altria Group Inc. |
No change
519
|
$22,639,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
No change
123
|
$19,877,000 | 0.01% |
| Kimberly-Clark Corp. |
No change
121
|
$15,651,000 | 0.01% |
| Bristol-Myers Squibb Co. |
No change
278
|
$15,076,000 | 0.01% |
| Liberty Media Corp. |
Opened
625
|
$20,333,000 | 0.01% |
| Liberty Broadband Corp |
Opened
250
|
$14,308,000 | 0.01% |
| International Business Machs |
No change
72
|
$13,749,000 | 0.01% |
| Hershey Company |
No change
60
|
$11,670,000 | 0.01% |
| Ky Rrl Wtr Fin C |
No change
5,000
|
$5,033,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 52 holdings | |||
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