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Bluesphere Advisors LLC

Q2 2024 · 13F-HR

Bluesphere Advisors LLCholdings as filed

Filed 2024-07-22 · accession 0001951757-24-000556

$196.2M
Reported value
97
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$41.8M21.3%76,381CommonNONE
464287614IWFISHARES TR$36.5M18.6%100,043CommonNONE
92189F676SMHVANECK ETF TRUST$10.7M5.46%41,117CommonNONE
594918104MSFTMICROSOFT CORP$8.6M4.40%19,336CommonNONE
464287572IOOISHARES TR$8.0M4.06%82,444CommonNONE
02079K305GOOGLALPHABET INC$6.4M3.25%35,029CommonNONE
922908363VOOVANGUARD INDEX FDS$6.2M3.14%12,327CommonNONE
464288760ITAISHARES TR$4.9M2.47%36,737CommonNONE
037833100AAPLAPPLE INC$4.8M2.46%22,881CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$3.8M1.93%11,333CommonNONE
67066G104NVDANVIDIA CORPORATION$3.7M1.90%30,213CommonNONE
92204A504VHTVANGUARD WORLD FD$3.3M1.66%12,233CommonNONE
64110L106NFLXNETFLIX INC$3.2M1.65%4,797CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.7M1.38%51,964CommonNONE
46429B655FLOTISHARES TR$2.0M1.03%39,443CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$2.0M1.01%11,240CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.8M0.90%10,897CommonNONE
922908652VXFVANGUARD INDEX FDS$1.7M0.88%10,235CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.7M0.84%4,884CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.84%4,039CommonNONE
023135106AMZNAMAZON COM INC$1.5M0.77%7,854CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.77%8,269CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.5M0.76%14,692CommonNONE
41151J406WINNHARBOR ETF TRUST$1.3M0.68%52,715CommonNONE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$1.2M0.61%8,071CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.60%5,860CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.60%2,316CommonNONE
78464A854SPYMSPDR SER TR$1.2M0.60%18,423CommonNONE
92826C839VVISA INC$1.0M0.53%3,934CommonNONE
46090E103QQQINVESCO QQQ TR$909,9460.46%1,899CommonNONE
254687106DISDISNEY WALT CO$881,6550.45%8,880CommonNONE
532457108LLYELI LILLY & CO$860,0190.44%950CommonNONE
94106L109WMWASTE MGMT INC DEL$848,4530.43%3,977CommonNONE
55261F104MTBM & T BK CORP$841,1080.43%5,557CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$708,1720.36%7,549CommonNONE
437076102HDHOME DEPOT INC$690,5450.35%2,006CommonNONE
00287Y109ABBVABBVIE INC$653,6300.33%3,811CommonNONE
92204A405VFHVANGUARD WORLD FD$651,7940.33%6,526CommonNONE
931142103WMTWALMART INC$648,2950.33%9,575CommonNONE
464288448IDVISHARES TR$629,9620.32%22,767CommonNONE
872540109TJXTJX COS INC NEW$588,3800.30%5,344CommonNONE
58933Y105MRKMERCK & CO INC$583,8060.30%4,716CommonNONE
922908553VNQVANGUARD INDEX FDS$581,1200.30%6,938CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$580,0970.30%1,049CommonNONE
02079K107GOOGALPHABET INC$545,7510.28%2,975CommonNONE
174610105CFGCITIZENS FINL GROUP INC$545,7100.28%15,146CommonNONE
742718109PGPROCTER AND GAMBLE CO$520,7340.27%3,157CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$519,2880.26%11,433CommonNONE
464287655IWMISHARES TR$515,6070.26%2,541CommonNONE
00724F101ADBEADOBE INC$506,6520.26%912CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$504,5580.26%1,290CommonNONE
46428R107GSGISHARES S&P GSCI COMMODITY-$500,8780.26%22,613CommonNONE
30303M102METAMETA PLATFORMS INC$498,2810.25%988CommonNONE
30231G102XOMEXXON MOBIL CORP$484,0210.25%4,204CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$476,9050.24%2,903CommonNONE
69374H881COWZPACER FDS TR$474,9350.24%8,716CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$456,4090.23%9,235CommonNONE
68389X105ORCLORACLE CORP$439,8380.22%3,115CommonNONE
21036P108STZCONSTELLATION BRANDS INC$437,3760.22%1,700CommonNONE
172967424CCITIGROUP INC$429,5520.22%6,769CommonNONE
747525103QCOMQUALCOMM INC$427,5360.22%2,146CommonNONE
548661107LOWLOWES COS INC$426,5900.22%1,935CommonNONE
609207105MDLZMONDELEZ INTL INC$412,7840.21%6,308CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$393,5180.20%870CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$388,7600.20%2,000CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$384,7640.20%707CommonNONE
97717X669DGRWWISDOMTREE TR$359,0300.18%4,600CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$356,6340.18%9,391CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$355,0300.18%920CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$352,1590.18%10,355CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$348,5730.18%4,796CommonNONE
92204A702VGTVANGUARD WORLD FD$330,7090.17%574CommonNONE
92204A603VISVANGUARD WORLD FD$317,7460.16%1,351CommonNONE
907818108UNPUNION PAC CORP$316,3110.16%1,398CommonNONE
N07059210ASMLASML HOLDING N V$311,9330.16%305CommonNONE
464287648IWOISHARES TR$309,9880.16%1,181CommonNONE
G54950103LINLINDE PLC$307,1670.16%700CommonNONE
75513E101RTXRTX CORPORATION$304,6260.16%3,034CommonNONE
922908595VBKVANGUARD INDEX FDS$290,1350.15%1,160CommonNONE
478160104JNJJOHNSON & JOHNSON$288,1630.15%1,972CommonNONE
46434V621DGROISHARES TR$283,6950.14%4,924CommonNONE
464287309IVWISHARES TR$274,2270.14%2,963CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$272,2620.14%2,708CommonNONE
852234103XYZBLOCK INC$267,3760.14%4,146CommonNONE
166764100CVXCHEVRON CORP NEW$257,8160.13%1,648CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$251,9750.13%6,200CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$247,0050.13%2,635CommonNONE
922908751VBVANGUARD INDEX FDS$232,4230.12%1,066CommonNONE
808513105SCHWSCHWAB CHARLES CORP$213,7010.11%2,900CommonNONE
56585A102MPCMARATHON PETE CORP$212,5130.11%1,225CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$210,7200.11%1,000CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$210,5000.11%7,249CommonNONE
20030N101CMCSACOMCAST CORP NEW$209,3620.11%5,346CommonNONE
713448108PEPPEPSICO INC$208,4710.11%1,264CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$205,3950.10%5,926CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$143,5000.07%10,000CommonNONE
48716P108KRNYKEARNY FINL CORP MD$84,8950.04%13,804CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.