Bluesphere Advisors LLC

CIK: 0001844108SEC EDGAR →

Portfolio Value

$226.1M

Holdings

98

As of

Q4 2025

New Positions

98

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

86,874$59.5M
26.32%
2

ISHARES TR

82,695$39.1M
17.31%
3

ISHARES TR

41,418$11.5M
5.07%
4

ISHARES TR

75,374$9.5M
4.22%
5

ALPHABET INC

24,300$7.6M
3.36%
6

MICROSOFT CORP

14,667$7.1M
3.14%
7

ISHARES TR

26,441$5.7M
2.51%
8

NVIDIA CORPORATION

24,781$4.6M
2.04%
9

VANGUARD INDEX FDS

7,016$4.4M
1.95%
10

SPDR GOLD TR

9,299$3.7M
1.63%

Quarterly Changes

Top Buys

IVVNEW
$59.5M
IWFNEW
$39.1M
IWYNEW
$11.5M
IOONEW
$9.5M
$7.6M

Top Sells

No sells this quarter

New Positions (98)

$59.5M · 87K shares
$39.1M · 83K shares
$11.5M · 41K shares
$9.5M · 75K shares
$7.6M · 24K shares
$7.1M · 15K shares
$5.7M · 26K shares
$4.6M · 25K shares
$4.4M · 7K shares
$3.7M · 9K shares
$3.4M · 64K shares
$2.8M · 18K shares
$2.8M · 8K shares
$2.6M · 98K shares
$2.6M · 7K shares
$2.3M · 8K shares
$2.1M · 4K shares
$1.9M · 29K shares
$1.9M · 8K shares
$1.7M · 8K shares
$1.6M · 6K shares
$1.6M · 2K shares
$1.6M · 7K shares
$1.5M · 8K shares
$1.5M · 2K shares
$1.4M · 2K shares
$1.4M · 34K shares
$1.4M · 4K shares
$1.3M · 14K shares
$1.3M · 14K shares
$1.3M · 7K shares
$1.3M · 8K shares
$1.3M · 26K shares
$1.3M · 16K shares
$1.2M · 29K shares
$1.1M · 6K shares
$919K · 8K shares
$889K · 6K shares
$886K · 15K shares
$875K · 18K shares
$872K · 16K shares
$861K · 4K shares
$819K · 13K shares
$780K · 4K shares
$739K · 11K shares
$661K · 2K shares
$639K · 2K shares
$617K · 2K shares
$608K · 20K shares
$579K · 2K shares
$577K · 5K shares
$562K · 916 shares
$531K · 8K shares
$526K · 1K shares
$497K · 2K shares
$494K · 9K shares
$493K · 3K shares
$487K · 1K shares
$485K · 4K shares
$480K · 5K shares
$415K · 8K shares
$410K · 5K shares
$401K · 5K shares
$394K · 3K shares
$391K · 3K shares
$389K · 7K shares
$376K · 2K shares
$374K · 1K shares
$374K · 11K shares
$373K · 3K shares
$372K · 3K shares
$360K · 7K shares
$344K · 4K shares
$331K · 7K shares
$326K · 853 shares
$325K · 2K shares
$306K · 10K shares
$304K · 7K shares
$302K · 521 shares
$301K · 6K shares
$292K · 1K shares
$283K · 7K shares
$273K · 4K shares
$271K · 469 shares
$269K · 8K shares
$261K · 347 shares
$245K · 547 shares
$237K · 349 shares
$237K · 2K shares
$235K · 4K shares
$231K · 6K shares
$217K · 3K shares
$213K · 8K shares
$208K · 2K shares
$208K · 990 shares
$204K · 5K shares
$197K · 10K shares
$102K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services55$164.5M72.8%
Technology11$19.6M8.7%
Unknown10$17.2M7.6%
Communication Services5$11.3M5.0%
Consumer Cyclical6$5.3M2.4%
Healthcare4$4.9M2.2%
Consumer Defensive4$1.7M0.8%
Utilities1$579K0.3%
Industrials1$493K0.2%
Energy1$415K0.2%