Boston Standard Wealth Management, LLC Portfolio Holdings by Sector
Boston Standard Wealth Management, LLC
- $515 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND IAGG SPDW SPTM MUB SPTS VWO VEU 37 stocks |
$303 Million
59.04% of portfolio
|
  30  
|
  6  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$192 Million
37.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$16 Million
3.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$911,000
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$635,000
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN JMIA 2 stocks |
$353,000
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$303,000
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$279,000
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|