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Minot DeBlois Advisors LLC
RIA/Wealth
Minot DeBlois Advisors LLC is a RIA/Wealth based in Boston, MA led by Gregory L. Gullickson, reporting $1.8B in AUM as of Q3 2025 with 38% ETF concentration.
PresidentGregory L. Gullickson
- Portfolio Value
- $108.6M
- Positions
- 239
- Top Holding
- VCSH at 8.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Minot DeBlois Advisors LLC's portfolio (42.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.6M | 8.88% | +$267.8K Bought | — 120.6K shares | |
ETF ETF | $5.4M | 4.93% | +$64.2K Bought | — 89.1K shares | |
ETF ETF | $4.8M | 4.39% | -$82.1K Sold | — 7.8K shares | |
ETF ETF | $4.4M | 4.04% | -$104.0K Sold | — 66.5K shares | |
Internet Content & Information Communication Services | $4.1M | 3.82% | -$170.5K Sold | 0.00% 17.0K shares | |
Software - Infrastructure Technology | $4.0M | 3.64% | -$151.8K Sold | 0.00% 7.6K shares | |
Consumer Electronics Technology | $3.9M | 3.61% | -$40.7K Sold | 0.00% 15.4K shares | |
ETF ETF | $3.8M | 3.50% | +$607.5K Bought | — 34.2K shares | |
ETF ETF | $3.4M | 3.15% | -$71.7K Sold | — 13.5K shares | |
Specialty Retail Consumer Cyclical | $3.0M | 2.79% | -$3.7K Sold | 0.00% 13.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Minot DeBlois Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+47.37% | |
+42.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Minot DeBlois Advisors LLC
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