Stance Capital Llc

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Molly Wheeler - Compliance Consultant
Location
Boston, MA
Holdings as of
March 31, 2025
Value $
$135M
Num holdings
44
Date filed
5/16/2025, 11:38 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included STNC, STSB, HCA, MCK, and CAH.
Previous filing
Q4 2024 - Apr 14, 2025
Next filing
Q2 2025 - Aug 22, 2025
SEC
View on sec.gov
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
Molly Wheeler Compliance Consultant Broomfield, Colorado 5/16/2025

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 Havertown, PA 028-17729