Cresset Asset Management, LLC Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$5.0T

Holdings

814

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (814 positions)

#StockSharesValue% PortfolioType
101
XPELXPEL INC
99,928$6.8B0.14%
102
IVWISHARES TR
105,918$6.8B0.14%
103
MLPXGLOBAL X FDS
168,170$6.7B0.13%
104
XLESELECT SECTOR SPDR TR
80,769$6.7B0.13%
105
ORCLORACLE CORP
70,177$6.5B0.13%
106
VBVANGUARD INDEX FDS
33,061$6.3B0.13%
107
CSCOCISCO SYS INC
119,165$6.2B0.12%
108
KOCOCA COLA CO
99,063$6.2B0.12%
109
NKENIKE INC
49,873$6.1B0.12%
110
CRMSALESFORCE INC
30,566$6.1B0.12%
111
IWNISHARES TR
43,660$6.0B0.12%
112
ACNACCENTURE PLC IRELAND
20,737$5.9B0.12%
113
DYHTARGET CORP
35,418$5.9B0.12%
114
DFUVDIMENSIONAL ETF TRUST
175,073$5.9B0.12%
115
4I1PHILIP MORRIS INTL INC
58,914$5.8B0.12%
116
SPDWSPDR INDEX SHS FDS
178,031$5.7B0.11%
117
ADSKAUTODESK INC
26,886$5.6B0.11%
118
AVGOBROADCOM INC
8,698$5.6B0.11%
119
LOWLOWES COS INC
27,562$5.5B0.11%
120
BSVVANGUARD BD INDEX FDS
71,774$5.5B0.11%
121
QQQINVESCO EXCH TRD SLF IDX FD
258,470$5.4B0.11%
122
BBEUJ P MORGAN EXCHANGE TRADED F
101,568$5.4B0.11%
123
SCHASCHWAB STRATEGIC TR
128,648$5.4B0.11%
124
UNPUNION PAC CORP
26,658$5.4B0.11%
125
DHRDANAHER CORPORATION
20,478$5.2B0.10%
126
RTXRAYTHEON TECHNOLOGIES CORP
52,162$5.1B0.10%
127
AGGISHARES TR
51,151$5.1B0.10%
128
SBUXSTARBUCKS CORP
48,793$5.1B0.10%
129
IUSGISHARES TR
57,115$5.1B0.10%
130
PFFISHARES TR
162,299$5.1B0.10%
131
SPHQINVESCO EXCHANGE TRADED FD T
105,769$5.0B0.10%
132
BMYBRISTOL-MYERS SQUIBB CO
71,812$5.0B0.10%
133
MBBISHARES TR
52,406$5.0B0.10%
134
IVEISHARES TR
32,060$4.9B0.10%
135
TSLATESLA INC
23,172$4.8B0.10%
136
BDCBELDEN INC
55,290$4.8B0.10%
137
DISDISNEY WALT CO
46,911$4.7B0.09%
138
DONSPDR DOW JONES INDL AVERAGE
14,099$4.7B0.09%
139
TMOTHERMO FISHER SCIENTIFIC INC
8,133$4.7B0.09%
140
REFICHICAGO ATLANTIC REAL ESTATE
315,715$4.4B0.09%
141
ZBHZIMMER BIOMET HOLDINGS INC
34,128$4.4B0.09%
142
RSPINVESCO EXCHANGE TRADED FD T
30,319$4.4B0.09%
143
BXBLACKSTONE INC
48,191$4.2B0.08%
144
IWRISHARES TR
59,598$4.2B0.08%
145
IJKISHARES TR
56,582$4.0B0.08%
146
TXNTEXAS INSTRS INC
21,208$3.9B0.08%
147
SCHBSCHWAB STRATEGIC TR
82,121$3.9B0.08%
148
SDYSPDR SER TR
31,578$3.9B0.08%
149
ABTABBOTT LABS
38,464$3.9B0.08%
150
MOALTRIA GROUP INC
84,988$3.9B0.08%
151
HONHONEYWELL INTL INC
20,067$3.8B0.08%
152
BACVERIZON COMMUNICATIONS INC
98,387$3.8B0.08%
153
ADBEADOBE SYSTEMS INCORPORATED
9,799$3.8B0.08%
154
XLISELECT SECTOR SPDR TR
36,794$3.7B0.07%
155
MDLZMONDELEZ INTL INC
52,276$3.7B0.07%
156
CVSCVS HEALTH CORP
47,809$3.6B0.07%
157
ADIANALOG DEVICES INC
17,904$3.5B0.07%
158
JEPIJ P MORGAN EXCHANGE TRADED F
64,604$3.5B0.07%
159
IWBISHARES TR
15,644$3.5B0.07%
160
AQLTISHARES TR
29,966$3.5B0.07%
161
BLKCHFBLACKROCK INC
5,221$3.5B0.07%
162
ASGNASGN INC
42,190$3.5B0.07%
163
WMBWILLIAMS COS INC
116,367$3.5B0.07%
164
PANWPALO ALTO NETWORKS INC
17,008$3.4B0.07%
165
MMM3M CO
32,252$3.4B0.07%
166
SHYISHARES TR
41,076$3.4B0.07%
167
TMHCTAYLOR MORRISON HOME CORP
88,000$3.4B0.07%
168
QCOMQUALCOMM INC
26,270$3.4B0.07%
169
CMCSACOMCAST CORP NEW
87,283$3.3B0.07%
170
FFORD MTR CO DEL
262,182$3.3B0.07%
171
IBMINTERNATIONAL BUSINESS MACHS
25,041$3.3B0.07%
172
SCHGSCHWAB STRATEGIC TR
50,038$3.3B0.07%
173
LMTLOCKHEED MARTIN CORP
6,865$3.2B0.06%
174
EWJISHARES INC
55,128$3.2B0.06%
175
USBUS BANCORP DEL
86,744$3.1B0.06%
176
AXPAMERICAN EXPRESS CO
18,836$3.1B0.06%
177
IEURISHARES TR
58,556$3.1B0.06%
178
BABOEING CO
14,373$3.1B0.06%
179
XLUSELECT SECTOR SPDR TR
44,554$3.0B0.06%
180
QRVOQORVO INC
29,453$3.0B0.06%
181
AMGNAMGEN INC
12,160$2.9B0.06%
182
DLNWISDOMTREE TR
47,405$2.9B0.06%
183
TAT&T INC
151,823$2.9B0.06%
184
WFCWELLS FARGO CO NEW
78,145$2.9B0.06%
185
DFIVDIMENSIONAL ETF TRUST
89,991$2.9B0.06%
186
DGROISHARES TR
57,797$2.9B0.06%
187
SHOPSHOPIFY INC
59,954$2.9B0.06%
188
MLB1MERCADOLIBRE INC
2,181$2.9B0.06%
189
AMTAMERICAN TOWER CORP NEW
13,641$2.8B0.06%
190
UPSUNITED PARCEL SERVICE INC
13,819$2.7B0.05%
191
VOTVANGUARD INDEX FDS
13,570$2.6B0.05%
192
NEENEXTERA ENERGY INC
34,050$2.6B0.05%
193
COWZPACER FDS TR
55,716$2.6B0.05%
194
NFLXNETFLIX INC
7,529$2.6B0.05%
195
XLCSELECT SECTOR SPDR TR
44,782$2.6B0.05%
196
ARCCARES CAPITAL CORP
140,367$2.6B0.05%
197
INTCINTEL CORP
77,634$2.5B0.05%
198
FDXFEDEX CORP
11,050$2.5B0.05%
199
CRWDCROWDSTRIKE HLDGS INC
18,374$2.5B0.05%
200
GSGOLDMAN SACHS GROUP INC
7,682$2.5B0.05%
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