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
$10.8B
$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
Track This Portfolio

Track Boston Standard Wealth Management, LLC Portfolio

Follow Boston Standard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Standard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email