Bromfield Sneider Wealth Advisors

CIK

1891795

Location

WESTWOOD, MA

Portfolio Value

Micro $30,683,752

Diversification

Highly concentrated

Filing Date

Global Rank

#6,356 / 7,296 ▲ 19

Top Industry

Software - Infrastructure 22.8%

3Y Alpha vs SPY

-0.5%

Period ended 2 years ago

Filed Apr 10, 2024 · 2y

10 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.5%

SPY

+76.5%

Annualised alpha

-0.5%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023

Top Position

94.0%

−0.9 pts

Top 5

96.2%

+0.0 pts

Top 10

97.2%

−0.1 pts

HHI

8,832

Highly concentrated−168

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	94.0%	$28,832,141	1
Technology	1.7%	$521,702	4
Healthcare	1.0%	$295,886	7
Consumer Defensive	0.7%	$229,012	7
Industrials	0.7%	$222,903	4
Financial Services	0.6%	$190,196	5
Utilities	0.4%	$125,814	3
Consumer Cyclical	0.3%	$105,780	2
Energy	0.3%	$96,117	2
Basic Materials	0.2%	$64,201	1

Last Quarter's Activity

Export CSV

Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+651	1,005	$422,823
JNJ	Johnson & Johnson	+3	471	$74,507
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	−941	55,121	$28,832,141
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BIPH	Brookfield Infrastructure Partners L.P.	1,234	$38,513
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $30,683,752 total · as of Mar 31, 2024

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	55,121	-941	$28,832,141	+8.2%	93.97%
MSFT	Microsoft Corp Technology	Added	1,005	+651	$422,823	+217.6%	1.38%
EMR	Emerson Electric Co Industrials	Held	840	0	$95,272	+16.5%	0.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	515	0	$83,558	+10.7%	0.27%
JNJ	Johnson & Johnson Healthcare	Added	471	+3	$74,507	+1.6%	0.24%
MCD	Mcdonalds Corp Consumer Cyclical	Held	240	0	$67,668	−4.9%	0.22%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	265	0	$64,201	−11.5%	0.21%
LLY	ELI LILLY & Co Healthcare	Held	80	0	$62,236	+33.5%	0.20%
WTRG	Essential Utilities, Inc. Utilities	Held	1,657	0	$61,391	−0.8%	0.20%
RTX	RTX Corp Industrials	Held	614	0	$59,883	+15.9%	0.20%
XOM	Exxon Mobil Corp Energy	Held	508	0	$59,049	+16.3%	0.19%
JPM	Jpmorgan Chase & Co Financial Services	Held	290	0	$58,087	+17.8%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Held	120	0	$50,122	+8.3%	0.16%
ADP	Automatic Data Processing Inc Technology	Held	181	0	$45,202	+7.2%	0.15%
AMGN	Amgen Inc Healthcare	Held	145	0	$41,226	−1.3%	0.13%
UNH	Unitedhealth Group Inc Healthcare	Held	83	0	$41,060	−6.0%	0.13%
SNA	Snap-on Inc Industrials	Held	135	0	$39,989	+2.6%	0.13%
CSCO	Cisco Systems, Inc. Technology	Held	800	0	$39,928	−1.2%	0.13%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	NEW	1,234	NEW	$38,513	NEW	0.13%
BNY	Bank of New York Mellon Corp Financial Services	Held	666	0	$38,374	+10.7%	0.13%
GPC	Genuine Parts Co Consumer Cyclical	Held	246	0	$38,112	+11.9%	0.12%
CVX	Chevron Corp Energy	Held	235	0	$37,068	+5.8%	0.12%
MRK	Merck & Co., Inc. Healthcare	Held	280	0	$36,946	+21.0%	0.12%
PEP	Pepsico Inc Consumer Defensive	Held	207	0	$36,227	+3.0%	0.12%
PM	Philip Morris International Inc. Consumer Defensive	Held	394	0	$36,098	−2.6%	0.12%
MMM	3M Co Industrials	Held	313	0	$27,759	−3.0%	0.09%
PEG	Public Service Enterprise Group Inc Utilities	Held	388	0	$25,910	+9.2%	0.08%
PFE	Pfizer Inc Healthcare	Held	895	0	$24,836	−3.6%	0.08%
BAC	Bank Of America Corp /De/ Financial Services	Held	626	0	$23,737	+12.6%	0.08%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	331	0	$23,170	−3.4%	0.08%
MO	Altria Group, Inc. Consumer Defensive	Held	519	0	$22,638	+8.1%	0.07%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	123	0	$19,876	+4.4%	0.06%
KMB	Kimberly Clark Corp Consumer Defensive	Held	121	0	$15,651	+6.5%	0.05%
BMY	Bristol Myers Squibb Co Healthcare	Held	278	0	$15,075	+5.7%	0.05%
IBM	International Business Machines Corp Technology	Held	72	0	$13,749	+16.8%	0.04%
HSY	Hershey Co Consumer Defensive	Held	60	0	$11,670	+4.3%	0.04%