Institutions / Bft Financial Group, LLC
Bft Financial Group, LLC
CIK 1146089 · Institution · as of Jun 30, 2023
Portfolio value
$876.33M
Positions
303
As of
Jun 30, 2023
Portfolio trend
Portfolio value
$876.33M+30.8%Positions
303+1.7%Top holdings
Jun 30, 2023View all 303 →
| Company | Value | % of portfolio |
|---|---|---|
| Johnson & JohnsonJNJ | $133.99M | 15.3% |
| American Centy ETF TrAVUS | $55.17M | 6.3% |
| Vanguard World FdESGV | $52.65M | 6.0% |
| Apple Inc.AAPL | $48.77M | 5.6% |
| Vanguard World FdVSGX | $39.03M | 4.5% |
| Amazon Com IncAMZN | $34.17M | 3.9% |
| Goldman Sachs ETF TrGSLC | $31.62M | 3.6% |
| Affirm Holdings, Inc.AFRM | $20.05M | 2.3% |
| iShares Long-Term National Muni Bond ETF | $17.72M | 2.0% |
| iShares U S ETF TrLQDH | $17.39M | 2.0% |
| iShares Long-Term National Muni Bond ETF | $14.86M | 1.7% |
| Sba Communications CorpSBAC | $11.54M | 1.3% |
| Invesco Qqq TrQQQ | $11.06M | 1.3% |
| J P Morgan Exchange Traded FJPST | $10.68M | 1.2% |
| Microsoft CorpMSFT | $10.36M | 1.2% |
| WisdomTree TrUSFR | $10.01M | 1.1% |
| Schwab Strategic TrSCHD | $9.38M | 1.1% |
| iShares Long-Term National Muni Bond ETF | $8.26M | 0.9% |
| iShares Long-Term National Muni Bond ETF | $7.13M | 0.8% |
| J P Morgan Exchange Traded FBBJP | $6.64M | 0.8% |
| iShares Long-Term National Muni Bond ETF | $6.56M | 0.7% |
| iShares Tr | $6.41M | 0.7% |
| Vanguard Specialized FundsVIG | $6.18M | 0.7% |
| iShares TrIXG | $5.98M | 0.7% |
| Vanguard Index FdsVUG | $5.89M | 0.7% |
Activity
Jun 30, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2023 as of | Add Other (per filing) | Johnson & Johnson common | $85.68M | +518K +177.35% | 809,548 15.29% of portfolio | high |
| Q2 2021 as of | New Other (per filing) | Affirm Holdings, Inc. common | $68.46M | +1.0M | 1,016,426 7.81% of portfolio | high |
| Q2 2022 as of | Trim Other (per filing) | Johnson & Johnson common | $-52.69M | -297K -98.69% | 3,949 0.08% of portfolio | high |
| Q1 2022 as of | Add |