EB

Eagle Bluffs Wealth Management LLC

13F
Eagle Bluffs Wealth Management LLC
Last update 2024-11-04 73 Stocks (1 new)
Value $186.00 Mil Turnover 2 %
Countries:
Top Holdings: BBN(13.48%)IDV(6.55%)EMXC(6.09%)NVDA(4.70%)JEPI(4.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Eagle Bluffs Wealth Management... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BBN 		BlackRock Taxable Municipal Bond Trust
1,404,321
25025.000
+3.71%
13.480
+0.48%
2.270
-1.62%
+9.51%
1040.586
Asset Management
IDV 		iShares International Select Dividend ETF
402,166
12157.480
+2.16%
6.550
+0.14%
0.280
+5.79%
+4.39%
4225.539
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
184,972
11303.640
+1.49%
6.090
+0.09%
0.070
+6.73%
+7.94%
16967.459
 
NVDA 		NVIDIA Corp
71,922
8734.930
+1.48%
4.700
+0.07%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
JEPI 		JPMorgan Equity Premium Income ETF
145,968
8686.560
-0.10%
4.680
0%
0.020
+7.09%
+7.09%
35748.992
 
NBB 		Nuveen Taxable Municipal Income Fund
449,716
7512.570
+9.13%
4.050
+0.34%
1.530
+0.52%
+8.53%
477.371
Asset Management
NAD 		Nuveen Quality Municipal Income Fund
581,350
7240.800
+6.15%
3.900
+0.23%
0.250
+2.82%
+10.42%
2798.522
Asset Management
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF
113,069
6210.880
+7.17%
3.340
+0.22%
0.040
+10.48%
+10.01%
16958.264
 
NEA 		Nuveen AMT-Free Municipal Income Fund
377,727
4548.870
+7.69%
2.450
+0.18%
0.130
+1.35%
+9.95%
3429.443
Asset Management
TYG 		Tortoise Energy Infrastructure Corp
105,903
4156.690
+0.82%
2.240
+0.02%
0.980
+22.86%
+48.63%
430.597
Asset Management

Eagle Bluffs Wealth Management LLC's Historical Top Holdings Breakdowns

Eagle Bluffs Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BBN 		BlackRock Taxable Municipal Bond Trust2024-09-30Add
+0.48%
●
16.15 ($17.32) 18.28
$16.84
-2.77%
Add 3.71%
1,404,321
50,264
NBB 		Nuveen Taxable Municipal Income Fund2024-09-30Add
+0.34%
●
15.25 ($16.33) 17.31
$16.24
-0.55%
Add 9.13%
449,716
37,626
NAD 		Nuveen Quality Municipal Income Fund2024-09-30Add
+0.23%
●
11.72 ($12) 12.38
$11.99
-0.08%
Add 6.15%
581,350
33,691
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2024-09-30Add
+0.22%
●
49.7 ($53.63) 56.11
$54.93
2.42%
Add 7.17%
113,069
7,568
NEA 		Nuveen AMT-Free Municipal Income Fund2024-09-30Add
+0.18%
●
11.31 ($11.62) 11.97
$11.47
-1.29%
Add 7.69%
377,727
26,982
IDV 		iShares International Select Dividend ETF2024-09-30Add
+0.14%
●
27.62 ($29.13) 30.64
$29.22
0.31%
Add 2.16%
402,166
8,484
GOOG 		Alphabet Inc2024-09-30Sold Out
-0.12%
●
149.54 ($169.25) 192.66
$171.41
1.28%
Sold Out
0
-1,100
BAB 		Invesco Taxable Municipal Bond ETF2024-09-30Reduce
-0.10%
●
26.14 ($27.24) 27.97
$26.75
-1.80%
Reduce -5.34%
119,775
-6,762
EMXC 		iShares MSCI Emerging Markets ex China ETF2024-09-30Add
+0.09%
●
56.04 ($60.04) 62.99
$59.81
-0.38%
Add 1.49%
184,972
2,720
NVDA 		NVIDIA Corp2024-09-30Add
+0.07%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 1.48%
71,922
1,047

Eagle Bluffs Wealth Management LLC Total Holding History ($B)

To

Eagle Bluffs Wealth Management LLC's Asset Allocation

To

Eagle Bluffs Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Eagle Bluffs Wealth Management LLC's Hypothetical Growth since 2024-09-30

Eagle Bluffs Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Eagle Bluffs Wealth Management LLC's Holdings Heat Map

Size field:

Eagle Bluffs Wealth Management LLC's Holdings Bubble Chart

Eagle Bluffs Wealth Management LLC News

  • 1

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