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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.1B
$124 Million 0.02% of portfolio
15,165
Q3 2024 Reduced 97.5%

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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