Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC

  • $455 Billion
  • Q2 2024

Boston Standard Wealth Management, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $455 Billion distributed in 47 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 $172B, Vanguard Bd Index Fd Inc Total with a value of $52.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $33B, Ishares Tr Core Intl Aggregate with a value of $29.7B, and Spdr Portfolio S&P 1500 Compos with a value of $24B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $442B to 455B.

Below you can find more details about Boston Standard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $455 Billion
ETFs: $450 Billion
Technology: $2.1 Billion
Consumer Cyclical: $281 Million
Communication Services: $269 Million
Healthcare: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172 Billion 37.8% of portfolio
642,752
Q2 2024 Added 0.79%
$0
$52.3 Billion 11.49% of portfolio
725,675
Q2 2024 Added 6.56%
$0
$33 Billion 7.26% of portfolio
941,380
Q2 2024 Added 0.6%
$0
$29.7 Billion 6.52% of portfolio
594,562
Q2 2024 Added 4.8%
$0
$24 Billion 5.26% of portfolio
360,960
Q2 2024 Reduced 0.13%
$0
$20.9 Billion 4.6% of portfolio
724,694
Q2 2024 Added 0.71%
$0
$19.8 Billion 4.35% of portfolio
185,519
Q2 2024 Added 6.67%
$0
$16 Billion 3.53% of portfolio
366,716
Q2 2024 Added 1.4%
$0
$15.2 Billion 3.34% of portfolio
259,208
Q2 2024 Added 3.87%
$0
$13.9 Billion 3.07% of portfolio
335,826
Q2 2024 Added 2.29%
$0
$12.8 Billion 2.82% of portfolio
551,157
Q2 2024 Added 3.21%
$0
$6.36 Billion 1.4% of portfolio
65,843
Q2 2024 Reduced 1.78%
$0
$5.04 Billion 1.11% of portfolio
29,837
Q2 2024 Added 1.72%
$0
$4.32 Billion 0.95% of portfolio
36,724
Q2 2024 Added 2.08%
$0
$3.38 Billion 0.74% of portfolio
36,834
Q2 2024 Added 127.85%
$0
$2.69 Billion 0.59% of portfolio
71,507
Q2 2024 Added 2.13%
$0
$2.17 Billion 0.48% of portfolio
73,207
Q2 2024 Added 3.33%
$0
$2.07 Billion 0.46% of portfolio
36,166
Q2 2024 Added 2.71%
$0
$1.92 Billion 0.42% of portfolio
87,861
Q2 2024 Added 8.62%
$0
$1.79 Billion 0.39% of portfolio
37,923
Q2 2024 Reduced 0.95%
$0
$1.57 Billion 0.35% of portfolio
41,251
Q2 2024 Added 0.85%
$0
$1.54 Billion 0.34% of portfolio
14,851
Q2 2024 Added 1.39%
Desktop Metal Inc
-
$851 Million 0.19% of portfolio
-
Q2 2024 New
$3.5T
$843 Million 0.19% of portfolio
4,000
Q2 2024 Reduced 11.52%
-
$793 Million 0.17% of portfolio
-
Q2 2024 Reduced 50.68%
$0
$638 Million 0.14% of portfolio
9,447
Q2 2024 Added 1.53%
$0
$628 Million 0.14% of portfolio
30,912
Q1 2024 Added 3.92%
$3.17T
$613 Million 0.13% of portfolio
1,372
Q2 2024 Reduced 20.23%
$0
$533 Million 0.12% of portfolio
7,131
Q2 2024 Reduced 1.26%
$0
$506 Million 0.11% of portfolio
13,151
Q2 2024 Added 0.84%
$0
$471 Million 0.1% of portfolio
14,054
Q2 2024 Added 3.24%
$282B
$391 Million 0.09% of portfolio
3,164
Q2 2024 Added 994.81%
$0
$378 Million 0.08% of portfolio
6,717
Q2 2024 Reduced 3.77%
$0
$383 Million 0.08% of portfolio
704
Q2 2024 Added 0.28%
$0
$340 Million 0.07% of portfolio
6,367
Q2 2024 Added 0.11%
$0
$313 Million 0.07% of portfolio
2,776
Q2 2024 Added 0.51%
$0
$324 Million 0.07% of portfolio
10,204
Q2 2024 Added 0.11%
$207B
$255 Million 0.06% of portfolio
840
Q1 2024 Added 14.91%
$1.03T
$269 Million 0.06% of portfolio
1,466
Q2 2024 Reduced 11.95%
$1.86T
$206 Million 0.05% of portfolio
1,068
Q2 2024 New
$0
$206 Million 0.05% of portfolio
2,256
Q3 2023 New
$0
$205 Million 0.05% of portfolio
4,209
Q2 2024 Reduced 1.57%
$0
$232 Million 0.05% of portfolio
7,241
Q1 2024 Added 0.65%
$476M
$203 Million 0.04% of portfolio
606,634
Q2 2022 New
$0
$201 Million 0.04% of portfolio
1,222
Q2 2024 Added 0.25%
$1.31B
$75 Million 0.02% of portfolio
10,742
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $455 Billion
  • Prior Value $442 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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