Minot De Blois Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 309 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 $9.07B, Vanguard Intermediate Term Tre with a value of $5.64B, Apple Inc. with a value of $4.57B, Vanguard Index Fds S&P 500 ETF with a value of $4.25B, and Ishares Inc with a value of $4B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
ETFs: $39.3 Billion
Technology: $18.9 Billion
Communication Services: $8.41 Billion
Financial Services: $8.29 Billion
Healthcare: $7.76 Billion
Industrials: $7.76 Billion
Consumer Cyclical: $6.58 Billion
Consumer Defensive: $6.38 Billion
Other: $5.86 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 309 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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