Bromfield Sneider Wealth Advisors

CIK

1891795

Location

WESTWOOD, MA

Portfolio Value

Micro $96,117

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

+74.4%

SPY

+76.3%

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

2 positions · $96,117 total · Energy only · 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	History
XOM	Exxon Mobil Corp Energy	Held	508	0	$59,049	+16.3%	61.43%
CVX	Chevron Corp Energy	Held	235	0	$37,068	+5.8%	38.57%