Brophy Wealth Management, LLC

Q3 2024 13F Detailed Holdings

Location
Bedford, NH
Holdings as of
9/30/2024
Value ($000)
$279,410
Num holdings
389
Date filed
11/14/2024
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Savos Investments Trust
2 Clark Capital Management Group, Inc. 028-11680
3 WILLIAM BLAIR & COMPANY L.L.C.
4 CITY NATIONAL ROCHDALE, LLC 028-05392
5 Morningstar Investment Management LLC 028-17446