Berthel, Fisher & Company Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2024. The filing lists a total of 1,590 securities held by the firm.
The portfolio includes a mix of large-cap technology, healthcare, and financial services companies. Apple Inc. is the largest holding, with 33,735,493 shares. Other notable positions include Amazon.com Inc. with 8,877,107 shares, and Alphabet Inc. Class A with 4,567,383 shares.
Healthcare stocks are also well represented. AbbVie Inc. is held at 3,761,832 shares, while Amgen Inc. holds 585,144 shares. Biogen Inc. and BioMarin Pharmaceutical Inc. are held at 8,141 and 193,298 shares, respectively.
The filing also includes significant positions in financial institutions, such as Bank of America Corp. with 706,597 shares and American Tower Corp. with 612,064 shares. Additionally, the portfolio includes various exchange-traded funds and other corporate stocks.
