Q1 2025 13F Detailed Holdings
-
Location
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Boston, MA
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Holdings as of
-
3/31/2025
-
Value ($000)
-
$135,270
-
Num holdings
-
77
-
Date filed
-
5/16/2025
-
Form type
-
13F-HR
-
Next filing
-
-
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 |