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| Bluesphere Advisors LLC
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| |
|---|---|
| CRD # | 283972 |
| SEC # | 801-117413 |
| CIK # | 0001844108 |
| AUM | $370.6 MM (2024-01-31) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 610-277-1515 |
| Address | 2108 Dekalb Pike East Norriton, PA 19401 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 8.6 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| AAPL | 2,382,844.0 | 4.8 | |
| NVDA | 399,550.0 | 3.7 | |
| NFLX | 79,791.6 | 3.2 | |
| AMD | 131,458.5 | 1.8 | |
| PANW | 49,011.6 | 1.7 | |
| AMZN | 1,092,997.8 | 1.5 | |
| PM | 158,793.3 | 1.5 | |
| PAG | 8,405.7 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 61.3 |
| (b) Individuals (high net worth individuals) | 140 | 309.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,151 | 370.6 |
| By Discretionary | ||
| Discretionary | 1,151 | 370.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,151 | 370.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.6 | |
| Total | 1,151 | 370.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844108] |
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