CIK 1801619
BELLEVUE ASSET MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
489
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | 3K | $50K–$100K | SH |
| T | AT&T INC | 2K | $50K–$100K | SH |
| WDC | WESTERN DIGITAL CORP | 300 | $50K–$100K | SH |
| NOC | NORTHROP GRUMMAN CORP | 90 | $50K–$100K | SH |
| LIN | LINDE PLC | 119 | $50K–$100K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 3K | $50K–$100K | SH |
| SCHO | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| VTV | VANGUARD INDEX FDS | 257 | $15K–$50K | SH |
| MAS | MASCO CORP | 773 | $15K–$50K | SH |
| NDAQ | NASDAQ INC | 504 | $15K–$50K | SH |
| SPYD | SPDR SERIES TRUST | 1K | $15K–$50K | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 593 | $15K–$50K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 539 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 264 | $15K–$50K | SH |
| DGRO | ISHARES TR | 652 | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1K | $15K–$50K | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 675 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 436 | $15K–$50K | SH |
| IVW | ISHARES TR | 356 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 373 | $15K–$50K | SH |
| DOV | DOVER CORP | 223 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 248 | $15K–$50K | SH |
| VNQ | VANGUARD INDEX FDS | 467 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 437 | $15K–$50K | SH |
| LRGF | ISHARES TR | 584 | $15K–$50K | SH |
| DDWM | WISDOMTREE TR | 915 | $15K–$50K | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 2K | $15K–$50K | SH |
| VSCO | VICTORIAS SECRET AND CO | 721 | $15K–$50K | SH |
| TXT | TEXTRON INC | 447 | $15K–$50K | SH |
| DIVO | AMPLIFY ETF TR | 861 | $15K–$50K | SH |
| PEZ | INVESCO EXCHANGE TRADED FD T | 369 | $15K–$50K | SH |
| SATS | ECHOSTAR CORP | 350 | $15K–$50K | SH |
| PYZ | INVESCO EXCHANGE TRADED FD T | 338 | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 143 | $15K–$50K | SH |
| IWD | ISHARES TR | 175 | $15K–$50K | SH |
| SLV | ISHARES SILVER TR | 568 | $15K–$50K | SH |
| WY | WEYERHAEUSER CO MTN BE | 2K | $15K–$50K | SH |
| LIT | GLOBAL X FDS | 555 | $15K–$50K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 517 | $15K–$50K | SH |
| FAST | FASTENAL CO | 877 | $15K–$50K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 922 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 428 | $15K–$50K | SH |
| EBAY | EBAY INC. | 388 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 298 | $15K–$50K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 335 | $15K–$50K | SH |
| IJH | ISHARES TR | 500 | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 276 | $15K–$50K | SH |
| CSX | CSX CORP | 900 | $15K–$50K | SH |
| IYH | ISHARES TR | 500 | $15K–$50K | SH |