Boston Standard Wealth Management, LLC Portfolio Holdings by Sector
Boston Standard Wealth Management, LLC
- $514 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND SPDW IAGG SPTM MUB SPTS VWO VEU 35 stocks |
$299 Million
59.24% of portfolio
|
  27  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$188 Million
37.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$15.6 Million
3.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$882,000
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$652,000
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN JMIA 2 stocks |
$332,000
0.07% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$305,000
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$252,000
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
DNA 1 stocks |
$124,000
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|