BELLEVUE ASSET MANAGEMENT, LLC

Q1 2025 13F Detailed Holdings

Location
Bellevue, WA
Holdings as of
3/31/2025
Value ($000)
$183,304
Num holdings
477
Date filed
4/28/2025
Form type
13F-HR
Prev filing
2/6/2025
Next filing
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 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
2 PRINCIPAL GLOBAL INVESTORS
3 Opal Advisors, LLC