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  Name: Bromfield Sneider Wealth Advisors
  City: WESTWOOD
  State: MA
  Zip: 02090
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,841,000
  Total Value Change : $14,114,000
  Securities Held Change : 5
   
All Securities Held : 104
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 39
  Unchanged Positions : 57
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     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
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 56 New $84.24 $94,000 1,102 0.06% 94,000 1,102 0.002    N/A
   (BIP)1 Year Chart         BIP Brookfield Infrastructure P... 80 New $30.25 $39,000 1,234 0.02% 39,000 1,234 0    Electric Utilities
   (LSXMK)1 Year Chart         LSXMK Liberty Media Corporation S... 96 New $32.83 $15,000 500 0.01% 15,000 500 0    Entertainment - Diver...
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 100 New $52.67 $14,000 250 0.01% 14,000 250 0    N/A
   (LLYVK)1 Year Chart         LLYVK Liberty Media Corporation 102 New $74.10 $5,000 125 0% 5,000 125 0    Entertainment - Diver...

      5 Records Found
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