BECK BODE, LLC

https://www.instagram.com/beckbode/ DEDHAM, MA Investment Advisor How do I update this listing?

Beck Bode is based out of Dedham. Beck Bode is a large advisory firm with 1382 clients and discretionary assets under management (AUM) of $275,548,528 (Form ADV from 2020-03-31). Their last reported 13F filing for Q1 2020 included $217,739,000 in managed 13F securities and a top 10 holdings concentration of 42.84%. Beck Bode's largest holding is Edwards Lifesciences Corp. with shares held of 61,220. Whalewisdom has at least 6 13F filings

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03/31/2020

13F Activity

  • Market Value $217.739 Million
  • Prior Market Value $243.568 Million
  • New Purchases15 stocks
  • Additional Purchases16 stocks
  • Sold out of32 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 42.84 %
  • Turnover % [1]:90.38%
  • Turnover Alt % [2]: 59.46 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:2.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.71%
Performance Last 4 Quarters: 3.92%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BECK BODE LLC
858 WASHINGTON STREET SUITE 100
DEDHAM MA    02026
Country: United States

Business Phone: 617-209-2224
Fax: 617-249-0298
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 25
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 1382
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BECK BODE LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BECK BODE LLC

ownership team - last updated 2019-09-18
Name Title Start Date Direct/Indirect % Ownership
BECK, BENJAMIN, W MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2013-02-01
BODE, JAMES MANAGING PARTNER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2013-02-01
KLINE, DANIEL, STEPHEN CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECK BODE WEALTH MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2018-01-01

BECK BODE LLC

ownership team - last updated 2019-05-30
Name Title Start Date Direct/Indirect % Ownership
BECK, BENJAMIN, W MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2013-02-01
BODE, JAMES MANAGING PARTNER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2013-02-01
KLINE, DANIEL, STEPHEN CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECK BODE WEALTH MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2018-01-01

BECK BODE LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
BECK, BENJAMIN, W MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2013-02-01
BODE, JAMES MANAGING PARTNER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2013-02-01
KLINE, DANIEL, STEPHEN CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECK BODE WEALTH MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2018-01-01

BECK BODE LLC

ownership team - last updated 2018-12-19
Name Title Start Date Direct/Indirect % Ownership
BECK, BENJAMIN, W MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2013-02-01
BODE, JAMES MANAGING PARTNER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2013-02-01
KLINE, DANIEL, STEPHEN CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECK BODE WEALTH MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2018-01-01

BECK BODE WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
BECK, BENJAMIN, W MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2013-02-01
BODE, JAMES MANAGING PARTNER 02/01/2013 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MEMBER AND MANAGER indirect 2013-02-01
BOSTON RETIREMENT ADVISORS,LLC MANAGER direct 2015-12-01
BECK BODE WEALTH MANAGEMENT, LLC MANAGING PARTNER direct 2013-02-01
KLINE, DANIEL, STEPHEN CHIEF OPERATING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BECK BODE WEALTH MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2018-01-01

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