Cresset Asset Management, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$20.8B

Holdings

1,870

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,870 positions)

#StockSharesValue% PortfolioType
1
ANETEURARISTA NETWORKS INC
8,662,742$2.5T12090.68%Put
2
SPYSPDR S&P 500 ETF TR
3,333,204$1.7T8413.73%Put
3
IVVISHARES TR
2,400,847$1.3T6075.12%
4
IJRISHARES TR
5,622,677$621.4B2990.97%
5
OEFISHARES TR
2,241,309$554.5B2668.99%
6
RSPINVESCO EXCHANGE TRADED FD T
3,157,904$534.9B2574.32%
7
AAPLAPPLE INC
2,833,142$485.8B2338.34%
8
MSFTMICROSOFT CORP
996,346$419.2B2017.58%
9
METAMETA PLATFORMS INC
795,371$386.2B1858.90%Put
10
AQLTISHARES TR
4,384,060$325.4B1566.12%
11
VEUVANGUARD INTL EQUITY INDEX F
4,616,299$270.7B1303.13%
12
GOOGLALPHABET INC
1,655,883$249.9B1202.90%
13
AMZNAMAZON COM INC
1,314,978$237.2B1141.65%Call
14
NVDANVIDIA CORPORATION
241,034$217.8B1048.24%Put
15
VTIVANGUARD INDEX FDS
809,425$210.4B1012.53%
16
UNHUNITEDHEALTH GROUP INC
411,929$203.8B980.82%
17
CNCCENTENE CORP DEL
2,584,003$202.8B976.06%
18
IWFISHARES TR
498,007$167.9B807.90%
19
CHRWC H ROBINSON WORLDWIDE INC
2,183,425$166.9B803.51%
20
IJHISHARES TR
2,578,462$156.6B753.81%
21
VVVANGUARD INDEX FDS
639,058$153.2B737.47%
22
NOBLPROSHARES TR
1,500,472$152.2B732.38%
23
SCHDSCHWAB STRATEGIC TR
1,817,885$146.6B705.48%
24
GOOGALPHABET INC
894,801$136.2B655.75%
25
VOOVANGUARD INDEX FDS
282,654$135.9B653.96%
26
SCHXSCHWAB STRATEGIC TR
2,019,943$125.4B603.36%
27
SCHFSCHWAB STRATEGIC TR
3,019,702$117.8B567.12%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
268,520$112.9B543.48%
29
JPMJPMORGAN CHASE & CO
495,824$99.3B478.00%
30
VOVANGUARD INDEX FDS
383,967$95.9B461.76%
31
IWMISHARES TR
440,338$92.6B445.71%
32
VIGVANGUARD SPECIALIZED FUNDS
500,256$91.4B439.68%
33
VVISA INC
324,969$90.7B436.51%
34
FIVEFIVE BELOW INC
492,408$89.3B429.87%
35
SGOVISHARES TR
885,954$89.2B429.44%
36
QUALISHARES TR
525,605$86.4B415.77%
37
LLYELI LILLY & CO
103,359$80.4B387.01%Put
38
JNJJOHNSON & JOHNSON
496,130$78.5B377.74%
39
EQIXEQUINIX INC
95,020$78.4B377.46%
40
NDQINVESCO QQQ TR
163,271$72.6B349.34%Put
41
PEPPEPSICO INC
390,207$68.7B330.47%
42
IWDISHARES TR
377,806$67.7B325.69%
43
IEMGISHARES INC
1,227,497$63.3B304.85%
44
ITOTISHARES TR
507,515$58.5B281.64%
45
MAMASTERCARD INCORPORATED
120,160$57.9B278.51%
46
WMTWALMART INC
930,381$56.2B270.33%
47
EMLPFIRST TR EXCHANGE-TRADED FD
1,901,451$56.1B270.25%
48
TSLATESLA INC
314,283$55.2B265.91%
49
EFAISHARES TR
684,666$54.7B263.17%
50
XYZBLOCK INC
642,723$54.4B261.64%
51
AVGOBROADCOM INC
40,872$54.2B260.74%
52
XOMEXXON MOBIL CORP
465,707$54.1B260.54%
53
MRKMERCK & CO INC
406,725$54.0B259.69%
54
ABBVABBVIE INC
290,583$52.9B254.68%
55
VEAVANGUARD TAX-MANAGED FDS
1,013,643$50.9B244.77%
56
PGPROCTER AND GAMBLE CO
312,476$50.7B244.02%
57
VWOVANGUARD INTL EQUITY INDEX F
1,202,231$50.2B241.70%
58
DKNGDRAFTKINGS INC NEW
1,098,414$49.9B240.06%
59
VTVANGUARD INTL EQUITY INDEX F
449,610$49.7B239.12%
60
IWOISHARES TR
179,271$48.5B233.66%
61
CVXCHEVRON CORP NEW
305,839$48.2B232.19%
62
VBRVANGUARD INDEX FDS
248,423$47.7B229.42%
63
BACBANK AMERICA CORP
1,248,483$47.3B227.86%
64
HDHOME DEPOT INC
119,313$45.8B220.29%
65
COSTCOSTCO WHSL CORP NEW
62,342$45.7B219.83%
66
UBERUBER TECHNOLOGIES INC
593,059$45.7B219.75%
67
XLKSELECT SECTOR SPDR TR
218,222$45.4B218.75%
68
WFCWELLS FARGO CO NEW
774,594$44.9B216.08%
69
NFLXNETFLIX INC
73,456$44.6B214.72%
70
CATCATERPILLAR INC
117,285$43.0B206.84%Put
71
MCDMCDONALDS CORP
151,099$42.6B205.05%
72
SCHYSCHWAB STRATEGIC TR
1,754,208$42.6B204.83%
73
AMEDAMEDISYS INC
454,714$41.9B201.69%
74
IQLTISHARES TR
1,046,314$41.5B199.73%
75
IAU*ISHARES GOLD TR
977,195$41.0B197.58%
76
PLTRPALANTIR TECHNOLOGIES INC
1,779,808$41.0B197.11%Put
77
BROBROWN & BROWN INC
454,534$39.8B191.51%
78
VTVVANGUARD INDEX FDS
236,677$38.5B185.52%
79
ORCLORACLE CORP
305,546$38.4B184.72%
80
INTUINTUIT
58,388$38.0B182.67%
81
CRMSALESFORCE INC
123,980$37.4B179.93%
82
SMMDISHARES TR
561,953$36.9B177.46%
83
COPCONOCOPHILLIPS
285,661$36.4B175.00%
84
QCOMQUALCOMM INC
211,576$35.8B172.40%
85
DEDEERE & CO
86,585$35.6B171.59%
86
GQ9SPDR GOLD TR
170,589$35.1B168.91%
87
ADBEADOBE INC
69,012$34.8B167.60%
88
ACWIISHARES TR
314,071$34.6B166.47%
89
VIGIVANGUARD WHITEHALL FDS
412,264$33.6B161.77%
90
SCHWSCHWAB CHARLES CORP
462,068$33.4B160.88%
91
VUGVANGUARD INDEX FDS
95,242$32.8B157.78%
92
KOCOCA COLA CO
527,184$32.5B156.42%
93
ABTABBOTT LABS
283,449$32.2B155.06%
94
IWVISHARES TR
104,857$31.5B151.45%
95
ADIANALOG DEVICES INC
149,995$29.7B142.79%
96
GSGOLDMAN SACHS GROUP INC
70,535$29.5B141.80%
97
VXUSVANGUARD STAR FDS
486,813$29.4B141.28%
98
JPSTJ P MORGAN EXCHANGE TRADED F
579,605$29.2B140.74%
99
CMCSACOMCAST CORP NEW
665,910$28.9B138.94%
100
BALLBALL CORP
427,429$28.8B138.57%
Page 1 of 19Next