Minot De Blois Advisors LLC Portfolio Holdings

Minot De Blois Advisors LLC

  • $100 Billion
  • Q1 2025

Minot De Blois Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $9.3B, Vanguard Intermediate Term Tre with a value of $5.45B, Vanguard Index Fds S&P 500 ETF with a value of $3.97B, Ishares Inc with a value of $3.77B, and Apple Inc. with a value of $3.48B.

Examining the 13F form we can see an decrease of $9.13B in the current position value, from $109B to 100B.

Minot De Blois Advisors LLC is based out at Boston, MA

Below you can find more details about Minot De Blois Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $37.9 Billion
Technology: $15.3 Billion
Healthcare: $7.89 Billion
Industrials: $7.26 Billion
Financial Services: $7.03 Billion
Communication Services: $6.94 Billion
Consumer Defensive: $6.39 Billion
Consumer Cyclical: $5.68 Billion
Other: $5.73 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.81 Million 0.01% of portfolio
105
Q4 2024 New
$0
$6.21 Million 0.01% of portfolio
76
Q4 2024 New
$0
$5.36 Million 0.01% of portfolio
35
Q4 2024 New
$0
$5.19 Million 0.01% of portfolio
165
Q4 2024 New
$0
$9.77 Million 0.01% of portfolio
36
Q1 2025 Added 2.86%
$0
$6.03 Million 0.01% of portfolio
65
Q4 2024 New
$0
$12.5 Million 0.01% of portfolio
447
Q4 2024 New
$9.63B
$9.28 Million 0.01% of portfolio
150
Q1 2025 Reduced 47.92%
$0
$7.49 Million 0.01% of portfolio
130
Q4 2024 New
$0
$5.56 Million 0.01% of portfolio
235
Q4 2024 New
$0
$5.4 Million 0.01% of portfolio
115
Q4 2024 New
$0
$12.4 Million 0.01% of portfolio
250
Q4 2024 New
$106B
$7.2 Million 0.01% of portfolio
25
Q1 2025 Reduced 28.57%
$0
$9.38 Million 0.01% of portfolio
20
Q4 2024 New
$0
$2.1 Million 0.0% of portfolio
75
Q4 2024 New
$0
$3.55 Million 0.0% of portfolio
72
Q4 2024 New
$0
$2.13 Million 0.0% of portfolio
40
Q4 2024 New
$0
$4.44 Million 0.0% of portfolio
65
Q4 2024 New
$0
$3.36 Million 0.0% of portfolio
115
Q4 2024 New
$0
$4.31 Million 0.0% of portfolio
25
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $100 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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