BlueStem Wealth Partners, LLC
Top Portfolio Positions
45 positions ·
$32,534,178 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,692 | $4,997,632 | 15.36% | |
| NVDA |
Nvidia Corp
Technology
|
14,141 | $2,466,190 | 7.58% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
5,496 | $2,442,422 | 7.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,059 | $1,880,683 | 5.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,311 | $1,522,661 | 4.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,206 | $1,497,037 | 4.60% | |
| MSFT |
Microsoft Corp
Technology
|
3,728 | $1,379,993 | 4.24% | |
| BSX |
Boston Scientific Corp
Healthcare
|
17,556 | $1,101,639 | 3.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
3,416 | $924,335 | 2.84% | |
| CAT |
Caterpillar Inc
Industrials
|
1,208 | $855,819 | 2.63% |
Portfolio Trend
Holdings in COCH
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,951 | 10,454 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,910 | 10,454 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,112 | 10,454 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,844 | 10,454 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,590 | 10,454 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,949 | 10,454 | Shares | Sole | 2025-02-05 | |
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