STANCE CAPITAL LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Molly Wheeler - Compliance Consultant
Location
Boston, MA
Holdings as of
31 Dec 2024
Value $
$161,442,960
Num holdings
270
Filing time
14 Apr 2025, 11:28:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included HENNESSY FDS TR, DECK, STSB, AAPL, and BK.
Next filing
Q1 2025 - 16 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Molly Wheeler Compliance Consultant Broomfield, Colorado 14 Apr 2025

Other Included Managers (6):

Num Name Location File Number
1 Robertson Stephens Wealth Management, LLC San Francisco, CA 028-19136
2 NATURAL INVESTMENTS, LLC Windsor, CA 028-20215
3 MGO ONE SEVEN LLC Beachwood, OH 028-18648
4 LAKE STREET ADVISORS GROUP, LLC Portsmouth, NH 028-18626
5 Vident Advisory, LLC Alpharetta, GA 028-19675
6 Empowered Funds, LLC Newtown Square, PA 028-17729