Ballentine Partners, LLC Q4 2023 Filing

Filed January 23, 2024

Portfolio Value

$4.9B

Holdings

682

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (682 positions)

StockValue
LRCXEURLAM RESEARCH CORP
$3.4M
CSCOCISCO SYS INC
$3.4M
DEDEERE & CO
$3.4M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.3M
AMGNAMGEN INC
$3.2M
VPUVANGUARD WORLD FDS
$3.2M
INTCINTEL CORP
$3.2M
DFAXDIMENSIONAL ETF TRUST
$3.1M
ORCLORACLE CORP
$3.1M
AXPAMERICAN EXPRESS CO
$3.0M
QCOMQUALCOMM INC
$2.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.9M
NEENEXTERA ENERGY INC
$2.9M
DFUSDIMENSIONAL ETF TRUST
$2.8M
BLKCHFBLACKROCK INC
$2.8M
ITWILLINOIS TOOL WKS INC
$2.7M
SBUXSTARBUCKS CORP
$2.7M
PTCPTC INC
$2.7M
GSGOLDMAN SACHS GROUP INC
$2.7M
MGKVANGUARD WORLD FD
$2.6M
RTXRTX CORPORATION
$2.5M
ADIANALOG DEVICES INC
$2.5M
PFEPFIZER INC
$2.5M
NFLXNETFLIX INC
$2.5M
XBISPDR SER TR
$2.4M
CMCSACOMCAST CORP NEW
$2.4M
UPSUNITED PARCEL SERVICE INC
$2.4M
ZTSZOETIS INC
$2.4M
VOTVANGUARD INDEX FDS
$2.4M
GLGLOBE LIFE INC
$2.3M
PFFISHARES TR
$2.3M
LINLINDE PLC
$2.2M
BIVVANGUARD BD INDEX FDS
$2.2M
DISDISNEY WALT CO
$2.2M
NVONOVO-NORDISK A S
$2.2M
IBMINTERNATIONAL BUSINESS MACHS
$2.1M
VSSVANGUARD INTL EQUITY INDEX F
$2.1M
CITHE CIGNA GROUP
$2.1M
SYKSTRYKER CORPORATION
$2.1M
TJXTJX COS INC NEW
$2.0M
LITGLOBAL X FDS
$2.0M
APDAIR PRODS & CHEMS INC
$2.0M
LOWLOWES COS INC
$2.0M
IGIBISHARES TR
$2.0M
ASMLASML HOLDING N V
$1.9M
CSXCSX CORP
$1.9M
SPGIS&P GLOBAL INC
$1.9M
VRTXVERTEX PHARMACEUTICALS INC
$1.9M
BACVERIZON COMMUNICATIONS INC
$1.8M
CBCHUBB LIMITED
$1.8M
MPCMARATHON PETE CORP
$1.8M
AMTAMERICAN TOWER CORP NEW
$1.8M
BABOEING CO
$1.8M
GWXSPDR INDEX SHS FDS
$1.8M
VRSKVERISK ANALYTICS INC
$1.8M
GEGENERAL ELECTRIC CO
$1.8M
PANWPALO ALTO NETWORKS INC
$1.8M
IJTISHARES TR
$1.8M
RHCRH PLC
$1.8M
INTUINTUIT
$1.8M
GISGENERAL MLS INC
$1.7M
ALSALLSTATE CORP
$1.7M
CATCATERPILLAR INC
$1.7M
AMATAPPLIED MATLS INC
$1.7M
ABGCENCORA INC
$1.7M
WMWASTE MGMT INC DEL
$1.7M
AFLAFLAC INC
$1.7M
WFCWELLS FARGO CO NEW
$1.7M
NOWSERVICENOW INC
$1.7M
BMYBRISTOL-MYERS SQUIBB CO
$1.6M
IVWISHARES TR
$1.6M
VDCVANGUARD WORLD FDS
$1.6M
PLDPROLOGIS INC.
$1.6M
PGRPROGRESSIVE CORP
$1.6M
PRFINVESCO EXCHANGE TRADED FD T
$1.6M
HIGHARTFORD FINL SVCS GROUP INC
$1.6M
LMTLOCKHEED MARTIN CORP
$1.6M
VOEVANGUARD INDEX FDS
$1.6M
COPCONOCOPHILLIPS
$1.5M
VUGVANGUARD INDEX FDS
$1.5M
IVEISHARES TR
$1.5M
MRSHMARSH & MCLENNAN COS INC
$1.5M
AZOAUTOZONE INC
$1.5M
BSXBOSTON SCIENTIFIC CORP
$1.4M
KMBKIMBERLY-CLARK CORP
$1.4M
MMM3M CO
$1.4M
EMREMERSON ELEC CO
$1.4M
7HPHP INC
$1.4M
SCHWSCHWAB CHARLES CORP
$1.4M
NVSNNOVARTIS AG
$1.4M
IGSBISHARES TR
$1.4M
CPRTCOPART INC
$1.4M
DFACDIMENSIONAL ETF TRUST
$1.3M
TAT&T INC
$1.3M
DYHTARGET CORP
$1.3M
CDWCDW CORP
$1.3M
ADSKAUTODESK INC
$1.3M
AZTAAZENTA INC
$1.3M
GWWGRAINGER W W INC
$1.3M
PreviousPage 2 of 7Next