Bar Harbor Wealth Management is an investment fund managing more than $1.24 trillion ran by Jason Edgar. There are currently 203 companies in Mr. Edgar’s portfolio. The largest investments include Select Sector Spdr and Apple Inc, together worth $205 billion.

Limited to 30 biggest holdings

$1.24 trillion Assets Under Management (AUM)

As of 10th January 2024, Bar Harbor Wealth Management’s top holding is 1,507,398 shares of Select Sector Spdr currently worth over $157 billion and making up 12.7% of the portfolio value.In addition, the fund holds 276,791 shares of Apple Inc worth $47.4 billion, whose value fell 5.3% in the past six months. The third-largest holding is Ishares Etfs/usa worth $43.6 billion and the next is Eli Lilly Co worth $42.7 billion, with 79,560 shares owned.

Currently, Bar Harbor Wealth Management's portfolio is worth at least $1.24 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Bar Harbor Wealth Management

The Bar Harbor Wealth Management office and employees reside in Concord, New Hampshire. According to the last 13-F report filed with the SEC, Jason Edgar serves as the President at Bar Harbor Wealth Management.