STANCE CAPITAL LLC

Q4 2024 13F Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2024
Value ($000)
$161,443
Num holdings
387
Date filed
4/14/2025
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Robertson Stephens Wealth Management, LLC 028-19136
2 NATURAL INVESTMENTS, LLC 028-20215
3 MGO ONE SEVEN LLC 028-18648
4 LAKE STREET ADVISORS GROUP, LLC 028-18626
5 Vident Advisory, LLC 028-19675
6 Empowered Funds, LLC 028-17729