Broderick Brian C

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Alicia L Fazzone - Director of Operations
Location
Boston, MA
Holdings as of
31 Mar 2025
Value $
$491M
Num holdings
84
Filing time
18 Apr 2025, 17:25:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, NVDA, GOOGL, MA, and FI.
Previous filing
Q4 2024 - 13 Feb 2025
Next filing
Q2 2025 - 23 Jul 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* 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
Alicia L Fazzone Director of Operations Boston, Massachusetts 18 Apr 2025

Other Included Managers (5):

Num Name Location File Number
5 Puzo Michael J Boston, MA 028-06165
6 Somerville Kurt F Boston, MA 028-10379
7 Kidder Stephen W Boston, MA 028-11134
13 Dempze Nancy E Boston, MA 028-17236
16 Elefante Mark B Boston, MA 028-17226