• 13F History

Granite Bay Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$288M
Signature - Title
Ashleigh Swayze - Counsel
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Granite Bay Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Granite Bay Wealth Management, LLC reported 72 stock holdings with total value $288M as of Q1 2025. Top holdings included MDY, JHCB, RSP, IJR, and EEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 72 $288M +$47M -$23.1M +$23.8M MDY, JHCB, RSP, IJR, EEM 13F-HR 4/10/2025, 03:02 PM
Q4 2024 73 $270M +$96.4M -$6.03M +$90.4M MDY, JHCB, IJR, BOTZ, EEM 13F-HR 1/13/2025, 04:28 PM
Q3 2024 44 $178M +$52M -$66.1M -$14.1M MDY, JHCB, BOTZ, JHPI, EWJ 13F-HR 10/3/2024, 01:59 PM
Q2 2024 66 $187M +$64.6M -$52M +$12.6M JHCB, MDY, BOTZ, JHPI, IJR Restatement 8/21/2024, 01:29 PM
Q1 2024 75 $176M +$16.9M -$12.5B -$12.5B MDY, JHCB, JHPI, BOTZ, IJR 13F-HR 4/30/2024, 11:27 AM
Q4 2023 297 $11.1B +$1.84B -$730M +$1.11B MDY, XLV, IWM, SPY, XLP 13F-HR 1/29/2024, 01:02 PM
Q3 2023 290 $10.1B +$10B +$10B MDY, XLV, XLP, AAPL, JHPI 13F-HR 10/12/2023, 02:57 PM
Q2 2023 43 $107M +$17.4M -$26.4M -$9M MDY, XLV, QQQ, XLP, XLK 13F-HR 7/19/2023, 12:02 PM
Q1 2023 75 $143M +$17.6M -$34.3M -$16.7M QQQ, MDY, XLV, XLK, AAPL 13F-HR 4/20/2023, 03:06 PM
Q4 2022 66 $153M +$30.8M -$6.61M +$24.2M SPY, QQQ, MDY, XLV, XLK 13F-HR 1/26/2023, 10:56 AM
Q3 2022 57 $124M +$17M -$14.8M +$2.16M QQQ, MDY, SPY, XLV, XLK 13F-HR 10/24/2022, 08:59 AM
Q2 2022 56 $129M +$34.5M -$1.27M +$33.2M MDY, XLI, XLV, QQQ, SPY 13F-HR 7/13/2022, 03:37 PM
Q1 2022 61 $123M +$38.8M -$3.78M +$35M MDY, XLI, XLV, XLK, AAPL 13F-HR 4/26/2022, 10:23 AM
Q4 2021 60 $101M XLI, MDY, XLV, AAPL, ARKK 13F-HR 2/16/2022, 11:16 AM