Bethel, Fisher & Company Financial Services, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of June 30, 2025. The filing lists the company's General Counsel, Jeff Roseman, as the authorized representative for the report.
The report details a portfolio consisting of 2348 individual equity securities. The largest position disclosed is in Apple Inc., with 11,266,800 shares. Amazon.com Inc. is the second-largest holding, with 4,108,400 shares. Other significant positions include Alphabet Inc. Class A (2,33,889 shares), Broadcom Inc. (1,05,190 shares), and Microsoft Corporation (1,02,660 shares). The filing also lists holdings in various exchange-traded funds, including the ARK Innovation ETF, ARK Genomic Revolution ETF, and Amplify Blockchain Leaders ETF.
The filing indicates that all positions are held in a Sole capacity, meaning the firm holds the securities for its own account and not for the benefit of any other person or entity.
