Ballentine Partners, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.74 Billion distributed in 1776 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 $1.61B, Ishares Tr with a value of $457M, Ishares Core S&P Total U.S. St with a value of $438M, Vanguard Ftse Developed Market with a value of $226M, and Ishares Inc with a value of $223M.
Examining the 13F form we can see an decrease of $72.4M in the current position value, from $5.81B to 5.74B.
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.
Portfolio value
$5.74 Billion
ETFs: $4.58 Billion
Technology: $345 Million
Financial Services: $194 Million
Healthcare: $134 Million
Consumer Cyclical: $111 Million
Communication Services: $111 Million
Industrials: $92.9 Million
Consumer Defensive: $65.4 Million
Other: $97.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
