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Morningstar Investment Services LLC - Portfolio Stock Holdings

Morningstar Investment Services LLC disclosed 148 stock positions in a recent SEC 13F filing. $543,200,991 of stock holdings were filed, with the largest holdings including VTI, BND, and VEA. This filing represented positions held on March 31, 2025, and was filed on May 5, 2025.

Report Period:

March 31, 2025

No. of Stocks:

148

Est. Stock Holding Value:

$543,200,991

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Morningstar Investment Services LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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