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  Name: BELLEVUE ASSET MANAGEMENT LLC
  City: BELLEVUE
  State: WA
  Zip: 98004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $176,168,000
  Total Value Change : $62,970,000
  Securities Held Change : 5
   
All Securities Held : 457
  New Positions : 17
  Closed Positions : 12
  Increased Positions : 106
  Unchanged Positions : 262
  Decreased Positions : 72

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 New $414.74 $61,653,000 146,543 35% 61,653,000 146,543 0.002    Application Software
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 254 New $82.60 $11,000 130 0.01% 11,000 130 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 255 New $442.06 $10,000 22 0.01% 10,000 22 0    Closed - End Fund - Debt
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 262 New $0.00 $9,000 145 0.01% 9,000 145 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 276 New $149.26 $7,000 50 0% 7,000 50 0    Semiconductor - Integ...
   (SATS)1 Year Chart         SATS Echostar Holding Corp 320 New $15.31 $5,000 350 0% 5,000 350 0    Communication Equipment
   (CAVA)1 Year Chart         CAVA Cava Group, Inc. 353 New $79.07 $3,000 36 0% 3,000 36 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 388 New $151.92 $2,000 10 0% 2,000 10 0.004    Semiconductor- Broad...
   (APGE)1 Year Chart         APGE Apogee Therapeutics, Inc. 402 New $53.22 $2,000 36 0% 2,000 36 0    N/A
   (MRUS)1 Year Chart         MRUS Merus Nv 394 New $44.52 $2,000 36 0% 2,000 36 0    N/A
   (FICO)1 Year Chart         FICO Fair Isaac Corp 431 New $1,328.61 $2,000 2 0% 2,000 2 0    Business Services
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 455 New $509.82 $1,000 2 0% 1,000 2 0    Diagnostic Substances
   (H)1 Year Chart         H Hyatt Hotels Corp 454 New $152.20 $1,000 9 0% 1,000 9 0    Lodging
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 440 New $26.32 $1,000 40 0% 1,000 40 0    N/A
   (DYN)1 Year Chart         DYN Dyne Therapeutics, Inc. 456 New $26.00 $1,000 47 0% 1,000 47 0    N/A
   (ALKT)1 Year Chart         ALKT Alkami Technology, Inc. 445 New $26.08 $1,000 41 0% 1,000 41 0    N/A
      16 Records Found
  1    
Page 1 of 1
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