MD
| |
Minot DeBlois Advisors LLC13F | |
| Minot DeBlois Advisors LLC | |
| Last update 2025-05-15 | 249 Stocks (1 new) |
| Value $100.00 Mil | Turnover 1 % |
Minot DeBlois Advisors LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 117,862 | 9,304.0 | +1.37% | 9.270 | +0.12% | 0.030 | +1.88% | +3.77% | 35,004.9 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 91,682 | 5,445.9 | -5.74% | 5.430 | -0.30% | 0.020 | +0.86% | +4.09% | 31,611.5 | ||
VOO | Vanguard S&P 500 ETF | 7,733 | 3,974.3 | -1.94% | 3.960 | -0.08% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 69,845 | 3,769.5 | -8.87% | 3.760 | -0.32% | 0.000 | +18.91% | +18.34% | 99,158.0 | ||
AAPL | Apple Inc | 15,654 | 3,477.2 | -14.22% | 3.460 | -0.59% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 8,299 | 3,115.4 | -8.19% | 3.100 | -0.28% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VB | Vanguard Small Cap ETF | 13,953 | 3,094.0 | +0.37% | 3.080 | +0.01% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
GOOG | Alphabet Inc | 17,966 | 2,806.8 | -6.89% | 2.800 | -0.23% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
AMZN | Amazon.com Inc | 13,727 | 2,611.7 | -6.28% | 2.600 | -0.18% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
TIP | iShares TIPS Bond ETF | 23,361 | 2,595.2 | +42.99% | 2.590 | +0.78% | 0.020 | +1.71% | +4.74% | 13,755.9 |
Minot DeBlois Advisors LLC's Historical Top Holdings Breakdowns
Minot DeBlois Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TIP | iShares TIPS Bond ETF | 2025-03-31 | Add Add | +0.78% | 106.22 ($108.63) 111.09 | $109.70 | 0.98% | Add 42.99% | 23,361 | 7,024 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.59% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -14.22% | 15,654 | -2,594 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.46% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | Reduce -97.01% | 205 | -6,650 | |
FFIV | F5 Inc | 2025-03-31 | Reduce Reduce | -0.36% | 251.75 ($279.63) 310.6 | $302.17 | 8.06% | Reduce -79.36% | 400 | -1,538 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Reduce Reduce | -0.32% | 50.83 ($53.83) 55.94 | $61.05 | 13.41% | Reduce -8.87% | 69,845 | -6,799 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.30% | 57.44 ($58.5) 59.4 | $59.23 | 1.25% | Reduce -5.74% | 91,682 | -5,582 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -0.30% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Reduce -89.23% | 181 | -1,500 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.28% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -8.19% | 8,299 | -740 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.23% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -6.89% | 17,966 | -1,330 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Reduce Reduce | -0.21% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Reduce -72.03% | 1,868 | -4,811 |
Minot DeBlois Advisors LLC Total Holding History ($B)
Minot DeBlois Advisors LLC's Asset Allocation
Minot DeBlois Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Minot DeBlois Advisors LLC's Hypothetical Growth since 2025-03-31
Minot DeBlois Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Minot DeBlois Advisors LLC's Holdings Heat Map
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Minot DeBlois Advisors LLC's Holdings Bubble Chart
Minot DeBlois Advisors LLC News
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