Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC

  • $514 Billion
  • Q3 2024

Boston Standard Wealth Management, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $514 Billion distributed in 48 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 $188B, Vanguard Bd Index Fd Inc Total with a value of $58B, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.3B, Ishares Tr Core Intl Aggregate with a value of $33.1B, and Spdr Portfolio S&P 1500 Compos with a value of $25.3B.

Examining the 13F form we can see an increase of $58.7B in the current position value, from $455B to 514B.

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

Portfolio value $514 Billion
ETFs: $487 Billion
Technology: $17.5 Billion
Consumer Cyclical: $332 Million
Communication Services: $252 Million
Healthcare: $124 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$188 Billion 36.57% of portfolio
663,328
Q3 2024 Added 3.2%
$0
$58 Billion 11.29% of portfolio
772,048
Q3 2024 Added 6.39%
$0
$36.3 Billion 7.07% of portfolio
966,456
Q3 2024 Added 2.66%
$0
$33.1 Billion 6.45% of portfolio
639,004
Q3 2024 Added 7.47%
$0
$25.3 Billion 4.92% of portfolio
360,694
Q3 2024 Reduced 0.07%
$0
$21.3 Billion 4.15% of portfolio
196,344
Q3 2024 Added 5.83%
$0
$20.8 Billion 4.05% of portfolio
707,632
Q3 2024 Reduced 2.35%
$0
$18.5 Billion 3.59% of portfolio
385,787
Q3 2024 Added 5.2%
$0
$17.3 Billion 3.36% of portfolio
273,929
Q3 2024 Added 5.68%
$0
$16 Billion 3.12% of portfolio
351,717
Q3 2024 Added 4.73%
$0
$15.4 Billion 3.0% of portfolio
578,252
Q3 2024 Added 4.92%
$0
$6 Billion 1.17% of portfolio
32,960
Q3 2024 Added 10.47%
$0
$5.12 Billion 1.0% of portfolio
40,635
Q3 2024 Added 10.65%
$0
$3.02 Billion 0.59% of portfolio
73,035
Q3 2024 Added 2.14%
$0
$2.97 Billion 0.58% of portfolio
32,374
Q3 2024 Reduced 12.11%
$0
$2.59 Billion 0.5% of portfolio
52,458
Q3 2024 Reduced 3.01%
$0
$2.3 Billion 0.45% of portfolio
76,068
Q3 2024 Added 3.91%
$0
$2.06 Billion 0.4% of portfolio
90,510
Q3 2024 Added 3.01%
$0
$1.83 Billion 0.36% of portfolio
38,039
Q3 2024 Added 0.31%
$0
$1.77 Billion 0.34% of portfolio
42,523
Q3 2024 Added 3.08%
$0
$1.65 Billion 0.32% of portfolio
15,192
Q3 2024 Added 2.3%
$0
$686 Million 0.13% of portfolio
9,447
Q2 2024 Added 1.53%
$0
$632 Million 0.12% of portfolio
30,912
Q1 2024 Added 3.92%
$0
$570 Million 0.11% of portfolio
13,631
Q3 2024 Added 3.65%
$0
$562 Million 0.11% of portfolio
7,119
Q3 2024 Reduced 0.17%
$0
$530 Million 0.1% of portfolio
14,544
Q3 2024 Added 3.49%
$0
$405 Million 0.08% of portfolio
706
Q3 2024 Added 0.28%
$0
$401 Million 0.08% of portfolio
6,763
Q3 2024 Added 0.68%
$0
$346 Million 0.07% of portfolio
6,373
Q3 2024 Added 0.09%
$0
$351 Million 0.07% of portfolio
10,294
Q3 2024 Added 0.88%
$0
$292 Million 0.06% of portfolio
5,807
Q3 2024 Added 37.97%
$0
$295 Million 0.06% of portfolio
1,648
Q3 2024 Added 34.86%
$0
$327 Million 0.06% of portfolio
2,732
Q3 2024 Reduced 1.59%
$0
$269 Million 0.05% of portfolio
8,357
Q3 2024 Added 15.41%
$81.6B
$224 Million 0.04% of portfolio
920
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $514 Billion
  • Prior Value $455 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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