Ballentine Partners, LLC Incresed Positions in Q2 2025

Ballentine Partners, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
118K
+ 2.02%
$243.75 - $303.93 $28.8M - $36M
5.97M $1.82B
IGF
Ishares Global Infrastructure

ETFs
2.01M
+ 695.22%
$50.55 - $59.83 $102M - $120M
2.3M $136M
IEFA
Ishares Tr

ETFs
319K
+ 5.28%
$67.83 - $84.09 $21.7M - $26.9M
6.37M $531M
VEA
Vanguard Ftse Developed Market

ETFs
333K
+ 7.51%
$45.65 - $57.01 $15.2M - $19M
4.77M $272M
MSFT
Microsoft Corp

Technology
7.01K
+ 3.76%
$354.56 - $497.45 $2.49M - $3.49M
193K $96.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
141K
+ 5.46%
$39.89 - $49.46 $5.64M - $6.99M
2.73M $135M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.11K
+ 1.38%
$496.48 - $617.85 $1.54M - $1.92M
228K $141M
AVGO
Broadcom Inc.

Technology
8.86K
+ 9.93%
$146.29 - $275.65 $1.3M - $2.44M
98.1K $27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
186K
+ 6.04%
$19.1 - $23.83 $3.56M - $4.44M
3.27M $78M
VV
Vanguard Large Cap ETF

ETFs
188
+ 0.05%
$228.25 - $285.3 $42.9K - $53.6K
390K $111M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.7K
+ 6.6%
$456.74 - $568.03 $3.06M - $3.8M
108K $61.5M
CTVA
Corteva, Inc.

Basic Materials
121K
+ 655.97%
$55.52 - $74.53 $6.71M - $9.01M
139K $10.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
11.6K
+ 0.82%
$37.77 - $46.15 $439K - $537K
1.44M $66.4M
AMZN
Amazon Com Inc

Consumer Cyclical
13.6K
+ 7.81%
$167.32 - $223.3 $2.28M - $3.05M
188K $41.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.5K
+ 3.04%
$51.16 - $62.02 $1.76M - $2.14M
1.17M $72.5M
TSLA
Tesla, Inc.

Consumer Cyclical
14.1K
+ 46.48%
$221.86 - $362.89 $3.12M - $5.11M
44.4K $14.1M
IWV
Ishares Russell 3000 ETF

ETFs
1.26K
+ 0.76%
$281.67 - $351.0 $353K - $441K
167K $58.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.21K
+ 4.55%
$210.28 - $289.91 $885K - $1.22M
96.7K $28M
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 8.07%
$144.7 - $178.6 $1.7M - $2.09M
157K $27.6M
VNQ
Vanguard Specialized Funds Van

ETFs
76.9K
+ 5.91%
$79.79 - $91.42 $6.14M - $7.03M
1.38M $123M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.4K
+ 1.65%
$32.66 - $40.75 $469K - $586K
886K $35.9M
RBLX
Roblox Corp

Communication Services
1.45K
+ 1.87%
$51.22 - $105.59 $74.4K - $153K
79K $8.31M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
19.7K
+ 8.44%
$70.34 - $87.93 $1.39M - $1.73M
253K $22.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.85K
+ 0.72%
$72.96 - $90.39 $208K - $258K
398K $35.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
81.1K
+ 26.01%
$37.08 - $42.26 $3.01M - $3.43M
393K $16.3M
GLD
Spdr Gold Trust

ETFs
8.52K
+ 26.18%
$273.71 - $316.29 $2.33M - $2.7M
41.1K $12.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
43.7K
+ 194.08%
$55.13 - $75.25 $2.41M - $3.29M
66.2K $4.54M
GOOG
Alphabet Inc.

Communication Services
2.71K
+ 2.46%
$146.58 - $180.01 $396K - $487K
113K $20M
VTV
Vanguard Value ETF

ETFs
10.7K
+ 34.38%
$153.67 - $176.74 $1.64M - $1.88M
41.7K $7.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.29K
+ 3.77%
$54.19 - $67.22 $449K - $557K
228K $15.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.54K
+ 0.72%
$90.56 - $109.49 $230K - $278K
353K $38.6M
AXP
American Express CO

Financial Services
3.03K
+ 15.94%
$231.39 - $318.98 $701K - $967K
22.1K $7.03M
MA
Mastercard Inc

Financial Services
2.84K
+ 13.61%
$479.92 - $590.74 $1.36M - $1.68M
23.7K $13.3M
MS
Morgan Stanley

Financial Services
4K
+ 7.37%
$99.83 - $140.86 $399K - $563K
58.3K $8.21M
GS
Goldman Sachs Group Inc

Financial Services
759
+ 9.25%
$462.22 - $707.75 $351K - $537K
8.97K $6.35M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
402
+ 0.06%
$24.38 - $30.18 $9.8K - $12.1K
709K $21.4M
AMD
Advanced Micro Devices Inc

Technology
3.2K
+ 10.98%
$78.21 - $143.81 $251K - $461K
32.4K $4.59M
PLTR
Palantir Technologies Inc.

Technology
3.29K
+ 15.43%
$74.01 - $144.25 $243K - $474K
24.6K $3.35M
VO
Vanguard Mid Cap ETF

ETFs
573
+ 0.88%
$228.54 - $279.83 $131K - $160K
65.7K $18.4M
DOW
Dow Inc.

Basic Materials
60.3K
+ 274.1%
$25.81 - $34.89 $1.56M - $2.11M
82.3K $2.18M
APH
Amphenol Corp

Technology
5.27K
+ 19.65%
$59.09 - $98.75 $311K - $521K
32.1K $3.17M
COF
Capital One Financial Corp

Financial Services
5.71K
+ 112.61%
$150.57 - $212.76 $859K - $1.21M
10.8K $2.29M
INTU
Intuit Inc

Technology
774
+ 17.45%
$544.07 - $787.63 $421K - $610K
5.21K $4.1M
OKTA
Okta, Inc.

Technology
13.7K
+ 521.56%
$91.24 - $127.3 $1.25M - $1.74M
16.3K $1.63M
RWX
Spdr Dow Jones International R

ETFs
44.3K
+ 95.61%
$23.06 - $27.4 $1.02M - $1.21M
90.7K $2.48M
SHOP
Shopify Inc.

Technology
10.2K
+ 229.46%
$76.89 - $115.35 $785K - $1.18M
14.7K $1.69M
RDY
Dr Reddys Laboratories LTD

Healthcare
70.1K
+ 93.35%
$12.36 - $16.17 $867K - $1.13M
145K $2.18M
BAC
Bank Of America Corp

Financial Services
4.54K
+ 3.0%
$34.39 - $47.46 $156K - $215K
156K $7.38M
NOW
Service Now, Inc.

Technology
287
+ 8.71%
$721.65 - $1040.18 $207K - $299K
3.58K $3.68M
Activity Summary
Buys All Purchases 636 New Holdings 173 Increased Positions 463 Sells All Sells 302 Reductions 302 Sold out 0 Options Calls 0 Puts 0
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