Ballentine Partners, LLC Portfolio Holdings
Ballentine Partners, LLC
- $6.57 Billion
- Q2 2025
Ballentine Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.57 Billion distributed in 2278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.82B, Ishares Tr with a value of $531M, Ishares Core S&P Total U.S. St with a value of $470M, Vanguard Ftse Developed Market with a value of $272M, and Ishares Core S&P 500 ETF with a value of $229M.
Examining the 13F form we can see an increase of $834M in the current position value, from $5.74B to 6.57B.
Ballentine Partners, LLC is based out at Waltham, MA
Below you can find more details about Ballentine Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 2,278
- Current Value $6.57 Billion
- Prior Value $5.74 Billion
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 173 stocks
- Additional Purchases 463 stocks
- Sold out of 0 stocks
- Reduced holdings in 302 stocks