Minot De Blois Advisors LLC Portfolio Holdings

Minot De Blois Advisors LLC

  • $100 Billion
  • Q1 2025

Minot De Blois Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $9.3B, Vanguard Intermediate Term Tre with a value of $5.45B, Vanguard Index Fds S&P 500 ETF with a value of $3.97B, Ishares Inc with a value of $3.77B, and Apple Inc. with a value of $3.48B.

Examining the 13F form we can see an decrease of $9.13B in the current position value, from $109B to 100B.

Minot De Blois Advisors LLC is based out at Boston, MA

Below you can find more details about Minot De Blois Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $37.9 Billion
Technology: $15.3 Billion
Healthcare: $7.89 Billion
Industrials: $7.26 Billion
Financial Services: $7.03 Billion
Communication Services: $6.94 Billion
Consumer Defensive: $6.39 Billion
Consumer Cyclical: $5.68 Billion
Other: $5.73 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.3 Billion 9.27% of portfolio
117,862
Q1 2025 Added 1.37%
$0
$5.45 Billion 5.43% of portfolio
91,682
Q1 2025 Reduced 5.74%
$0
$3.97 Billion 3.96% of portfolio
7,733
Q1 2025 Reduced 1.94%
$0
$3.77 Billion 3.76% of portfolio
69,845
Q1 2025 Reduced 8.87%
$0
$3.09 Billion 3.08% of portfolio
13,953
Q1 2025 Added 0.37%
$0
$2.6 Billion 2.59% of portfolio
23,361
Q1 2025 Added 42.99%
$0
$1.89 Billion 1.89% of portfolio
31,223
Q1 2025 Added 0.74%
$0
$1.52 Billion 1.52% of portfolio
29,927
Q1 2025 Reduced 2.6%
$0
$1.07 Billion 1.07% of portfolio
9,275
Q1 2025 Reduced 3.79%
$0
$741 Million 0.74% of portfolio
3,819
Q1 2025 Added 3.55%
$0
$558 Million 0.56% of portfolio
7,127
Q1 2025 Reduced 25.94%
$0
$462 Million 0.46% of portfolio
1,245
Q1 2025 Added 0.24%
$0
$427 Million 0.43% of portfolio
37,372
Q1 2025 Added 17.07%
$0
$299 Million 0.3% of portfolio
3,950
Q4 2024 New
$0
$237 Million 0.24% of portfolio
2,900
Q1 2025 Added 114.81%
$0
$214 Million 0.21% of portfolio
395
Q4 2024 New
$0
$137 Million 0.14% of portfolio
1,075
Q4 2024 New
$0
$109 Million 0.11% of portfolio
1,850
Q1 2025 Reduced 31.78%
$0
$113 Million 0.11% of portfolio
1,208
Q1 2025 Reduced 11.05%
$0
$109 Million 0.11% of portfolio
1,324
Q4 2024 New
$0
$102 Million 0.1% of portfolio
2,041
Q4 2024 New
$0
$96.5 Million 0.1% of portfolio
1,275
Q1 2025 Reduced 9.57%
$0
$102 Million 0.1% of portfolio
555
Q4 2024 New
$0
$105 Million 0.1% of portfolio
880
Q4 2024 New
$0
$99.9 Million 0.1% of portfolio
1,135
Q4 2024 New
$0
$86 Million 0.09% of portfolio
1,123
Q4 2024 New
$0
$93 Million 0.09% of portfolio
1,868
Q1 2025 Reduced 72.03%
$0
$79.2 Million 0.08% of portfolio
299
Q4 2024 New
$0
$71.6 Million 0.07% of portfolio
327
Q4 2024 New
$0
$64.9 Million 0.06% of portfolio
116
Q4 2024 New
$0
$60.3 Million 0.06% of portfolio
534
Q4 2024 New
$0
$49.8 Million 0.05% of portfolio
386
Q4 2024 New
$0
$46.5 Million 0.05% of portfolio
514
Q4 2024 New
$0
$47.8 Million 0.05% of portfolio
193
Q4 2024 New
$0
$43.8 Million 0.04% of portfolio
174
Q4 2024 New
$0
$37.4 Million 0.04% of portfolio
388
Q4 2024 New
$0
$36.1 Million 0.04% of portfolio
181
Q1 2025 Reduced 89.23%
$0
$44.9 Million 0.04% of portfolio
138
Q4 2024 New
$0
$39.9 Million 0.04% of portfolio
750
Q4 2024 New
$0
$38.9 Million 0.04% of portfolio
421
Q4 2024 New
$0
$29.1 Million 0.03% of portfolio
141
Q4 2024 New
$0
$25.4 Million 0.03% of portfolio
435
Q4 2024 New
$0
$25.3 Million 0.03% of portfolio
306
Q4 2024 New
$0
$29 Million 0.03% of portfolio
277
Q4 2024 New
$0
$16.8 Million 0.02% of portfolio
205
Q1 2025 Reduced 97.01%
$0
$15.2 Million 0.02% of portfolio
364
Q4 2024 New
$0
$17 Million 0.02% of portfolio
404
Q4 2024 New
$0
$23.3 Million 0.02% of portfolio
136
Q4 2024 New
$0
$12 Million 0.01% of portfolio
165
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $100 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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