Ballentine Partners, LLC Q1 2024 Filing

Filed April 11, 2024

Portfolio Value

$5.3B

Holdings

739

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (739 positions)

StockValue
VTIVANGUARD INDEX FDS
$1.6T
AQLTISHARES TR
$413.5B
ITOTISHARES TR
$375.4B
IEMGISHARES INC
$231.8B
VEAVANGUARD TAX-MANAGED FDS
$212.4B
IVVISHARES TR
$211.1B
VWOVANGUARD INTL EQUITY INDEX F
$120.5B
SPYSPDR S&P 500 ETF TR
$115.7B
VNQVANGUARD INDEX FDS
$94.9B
VVVANGUARD INDEX FDS
$93.6B
MSFTMICROSOFT CORP
$69.2B
IWBISHARES TR
$67.2B
SCHBSCHWAB STRATEGIC TR
$67.2B
AAPLAPPLE INC
$55.5B
IJHISHARES TR
$55.2B
VOOVANGUARD INDEX FDS
$51.9B
VNQIVANGUARD INTL EQUITY INDEX F
$51.8B
IWVISHARES TR
$51.1B
VGKVANGUARD INTL EQUITY INDEX F
$39.9B
VIGVANGUARD SPECIALIZED FUNDS
$36.6B
NVDANVIDIA CORPORATION
$34.9B
IJRISHARES TR
$34.0B
SPDWSPDR INDEX SHS FDS
$33.9B
EFAISHARES TR
$32.1B
SCZISHARES TR
$30.6B
AMZNAMAZON COM INC
$26.4B
METAMETA PLATFORMS INC
$26.4B
VPLVANGUARD INTL EQUITY INDEX F
$26.4B
GOOGLALPHABET INC
$20.9B
IWFISHARES TR
$19.8B
SPEMSPDR INDEX SHS FDS
$19.6B
SCHESCHWAB STRATEGIC TR
$19.0B
NDQINVESCO QQQ TR
$17.3B
MUMICRON TECHNOLOGY INC
$16.9B
JPMJPMORGAN CHASE & CO
$16.1B
VOVANGUARD INDEX FDS
$16.0B
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.9B
GOOGALPHABET INC
$15.1B
IEURISHARES TR
$14.5B
JUSTGOLDMAN SACHS ETF TR
$14.4B
IGFISHARES TR
$14.3B
VXFVANGUARD INDEX FDS
$13.8B
VEUVANGUARD INTL EQUITY INDEX F
$12.8B
LLYELI LILLY & CO
$11.9B
XLRESELECT SECTOR SPDR TR
$11.2B
EWJISHARES INC
$10.5B
UNHUNITEDHEALTH GROUP INC
$9.6B
VVISA INC
$9.1B
MRKMERCK & CO INC
$9.0B
AVGOBROADCOM INC
$9.0B
VBVANGUARD INDEX FDS
$8.9B
HDHOME DEPOT INC
$8.7B
MAMASTERCARD INCORPORATED
$8.6B
PGPROCTER AND GAMBLE CO
$8.5B
JNJJOHNSON & JOHNSON
$8.3B
ICFISHARES TR
$7.7B
IAU*ISHARES GOLD TR
$7.4B
IWMISHARES TR
$6.9B
COSTCOSTCO WHSL CORP NEW
$6.6B
ACNACCENTURE PLC IRELAND
$6.2B
MCKMCKESSON CORP
$6.0B
TSLATESLA INC
$6.0B
PEPPEPSICO INC
$5.9B
GQ9SPDR GOLD TR
$5.7B
ABBVABBVIE INC
$5.7B
IWDISHARES TR
$5.7B
AGGISHARES TR
$5.6B
XOMEXXON MOBIL CORP
$5.6B
EEMISHARES TR
$5.4B
IWRISHARES TR
$5.4B
CVXCHEVRON CORP NEW
$5.3B
AMDADVANCED MICRO DEVICES INC
$5.3B
ADPAUTOMATIC DATA PROCESSING IN
$5.2B
BACBANK AMERICA CORP
$5.0B
CRMSALESFORCE INC
$4.9B
HONHONEYWELL INTL INC
$4.7B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$4.7B
HYGISHARES TR
$4.7B
DWDMORGAN STANLEY
$4.6B
ACWXISHARES TR
$4.5B
TMOTHERMO FISHER SCIENTIFIC INC
$4.5B
MCDMCDONALDS CORP
$4.5B
VTVVANGUARD INDEX FDS
$4.4B
KOCOCA COLA CO
$4.4B
WMTWALMART INC
$4.4B
BNDVANGUARD BD INDEX FDS
$4.3B
MCOMOODYS CORP
$4.3B
LRCXEURLAM RESEARCH CORP
$4.3B
ABTABBOTT LABS
$4.2B
XLKSELECT SECTOR SPDR TR
$4.2B
DHRDANAHER CORPORATION
$4.2B
ACWIISHARES TR
$4.0B
QCOMQUALCOMM INC
$4.0B
AXPAMERICAN EXPRESS CO
$3.9B
FDXFEDEX CORP
$3.9B
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.8B
ADBEADOBE INC
$3.8B
ORCLORACLE CORP
$3.7B
MDYSPDR S&P MIDCAP 400 ETF TR
$3.6B
BERYEURBERRY GLOBAL GROUP INC
$3.5B
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