Bluesphere Advisors LLC

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Assets, Funds, Holdings

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Bluesphere Advisors LLC
CRD #283972
SEC #801-117413
CIK #0001844108
AUM $370.6 MM (2024-01-31)
Employees 8 (50% Investors, 12% Brokers)
Phone610-277-1515
Address2108 Dekalb Pike
East Norriton, PA 19401
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
CIK Period
0001844108
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Microsoft Corp 1,918,222.4 8.6
Alphabet Inc 1,475,138.5 6.4
Apple Inc 2,382,844.0 4.8
Nvidia Corp 399,550.0 3.7
Netflix Inc 79,791.6 3.2
Advanced Micro Devices Inc 131,458.5 1.8
Palo Alto Networks Inc 49,011.6 1.7
Amazon Com Inc 1,092,997.8 1.5
Philip Morris International Inc 158,793.3 1.5
Penske Automotive Group Inc 8,405.7 1.2
J P Morgan Chase & Co 340,169.2 1.2
UnitedHealth Group Inc 477,004.0 1.2
VISA Inc 419,260.5 1.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 292 61.3
(b) Individuals (high net worth individuals) 140 309.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,151 370.6
By Discretionary
Discretionary 1,151 370.6
Non-Discretionary 0 0.0
Total 1,151 370.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 370.6
Total 1,151 370.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001844108]
Comparable Firms State AUM ($BB)
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Disciplined Equity Management Inc
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Maxim Financial Advisors LLC
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Graybill Wealth Management Ltd
IL 0.4
Custom Index Systems LLC
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Henry James International Management Inc
NY 0.4
Landseer Advisors LLC
NJ 0.4
Barrett & Company Inc
RI 0.4
Clearbrook Investment Consulting LLC
NY 0.4
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