Cresset Asset Management, LLC Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$7.4B

Holdings

1,103

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (1,103 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
17,595,415$2.5T33503.17%
2
IVVISHARES TR
1,025,523$441.8B5945.27%
3
IWFISHARES TR
1,539,122$421.8B5675.67%
4
IJRISHARES TR
2,833,510$309.4B4163.30%
5
IJHISHARES TR
1,143,025$300.7B4046.28%
6
IEMGISHARES INC
2,517,566$155.5B2092.27%
7
IWDISHARES TR
936,575$146.6B1972.49%
8
AMZNAMAZON COM INC
44,430$146.0B1964.03%
9
SPYSPDR S&P 500 ETF TR
283,616$122.1B1643.25%
10
IAU*ISHARES GOLD TR
2,936,119$98.1B1320.02%
11
NKENIKE INC
610,697$88.9B1195.66%
12
MSFTMICROSOFT CORP
306,942$86.5B1164.43%
13
AQLTISHARES TR
1,145,513$85.1B1144.54%
14
HHYATT HOTELS CORP
1,043,299$80.4B1082.42%
15
EMLPFIRST TR EXCHANGE-TRADED FD
3,373,467$79.8B1074.50%
16
SBUXSTARBUCKS CORP
721,449$79.6B1070.92%
17
ARKKARK ETF TR
511,573$56.5B760.88%
18
SCHXSCHWAB STRATEGIC TR
494,928$51.5B692.83%
19
VBVANGUARD INDEX FDS
222,989$48.8B656.15%
20
IWVISHARES TR
190,955$48.7B654.87%
21
EFAISHARES TR
546,962$42.7B574.16%
22
ITOTISHARES TR
411,884$40.5B545.27%
23
CSCOCISCO SYS INC
714,835$38.9B523.58%
24
INTCINTEL CORP
633,653$33.8B454.29%
25
METAFACEBOOK INC
88,562$30.1B404.46%
26
GOOGLALPHABET INC
11,105$29.7B399.54%
27
LLYLILLY ELI & CO
125,975$29.1B391.66%
28
GOOGALPHABET INC
10,505$28.0B376.75%
29
PLTRPALANTIR TECHNOLOGIES INC
1,152,444$27.7B372.81%
30
VIGVANGUARD SPECIALIZED FUNDS
178,313$27.4B368.54%
31
VBRVANGUARD INDEX FDS
161,585$27.4B368.05%
32
JPMJPMORGAN CHASE & CO
165,526$27.1B364.60%
33
CCAPCRESCENT CAP BDC INC
1,318,554$25.8B346.71%
34
VTIVANGUARD INDEX FDS
106,757$23.7B319.00%
35
IYGISHARES TR
123,456$23.2B312.62%
36
BMYBRISTOL-MYERS SQUIBB CO
380,458$22.7B305.33%
37
ACWIISHARES TR
200,095$20.0B269.03%
38
EEMISHARES TR
394,278$19.9B267.29%
39
JNJJOHNSON & JOHNSON
121,371$19.6B263.76%
40
TSLATESLA INC
24,268$18.8B253.26%
41
BRK/BBERKSHIRE HATHAWAY INC DEL
67,323$18.4B247.26%
42
VLUEISHARES TR
173,351$17.5B234.91%
43
PGXINVESCO EXCH TRADED FD TR II
1,022,496$15.4B206.79%
44
MRKMERCK & CO INC
202,547$15.3B206.27%
45
NVDANVIDIA CORPORATION
73,524$15.2B204.97%
46
VVISA INC
63,370$14.1B189.95%
47
DISDISNEY WALT CO
80,707$13.7B183.71%
48
PGPROCTER AND GAMBLE CO
93,248$13.0B175.42%
49
VOOVANGUARD INDEX FDS
31,901$12.6B169.86%
50
MAMASTERCARD INCORPORATED
36,243$12.6B169.56%
51
BACBK OF AMERICA CORP
288,251$12.2B164.65%
52
ADBEADOBE SYSTEMS INCORPORATED
20,586$11.9B159.49%
53
UNHUNITEDHEALTH GROUP INC
29,643$11.6B155.87%
54
MCDMCDONALDS CORP
46,523$11.2B150.94%
55
RTXRAYTHEON TECHNOLOGIES CORP
128,308$11.0B148.41%
56
HDHOME DEPOT INC
32,697$10.7B144.43%
57
PFEPFIZER INC
248,499$10.7B143.84%
58
CMCSACOMCAST CORP NEW
183,055$10.2B137.77%
59
VUGVANGUARD INDEX FDS
35,241$10.2B137.61%
60
ABTABBOTT LABS
84,385$10.0B134.15%
61
PEPPEPSICO INC
65,387$9.8B132.33%
62
PYPLPAYPAL HLDGS INC
37,633$9.8B131.77%
63
MARAMARATHON DIGITAL HOLDINGS IN
301,983$9.5B128.32%
64
VEAVANGUARD TAX-MANAGED INTL FD
185,748$9.4B126.19%
65
DHRDANAHER CORPORATION
30,005$9.1B123.01%
66
ADSKAUTODESK INC
31,684$9.0B121.58%
67
WMTWALMART INC
64,647$9.0B121.24%
68
VWOVANGUARD INTL EQUITY INDEX F
177,407$8.9B119.39%
69
NDQINVESCO QQQ TR
24,566$8.8B118.48%
70
OEFISHARES TR
44,441$8.8B118.08%
71
CRMSALESFORCE COM INC
32,244$8.7B117.68%
72
TFCTRUIST FINL CORP
145,219$8.5B114.62%
73
COSTCOSTCO WHSL CORP NEW
18,827$8.5B113.84%
74
UNPUNION PAC CORP
42,695$8.4B112.60%
75
LOWLOWES COS INC
41,196$8.4B112.46%
76
BSVVANGUARD BD INDEX FDS
100,167$8.2B110.44%
77
BSCMUSDINVESCO EXCH TRD SLF IDX FD
379,640$8.2B109.98%
78
ACNACCENTURE PLC IRELAND
25,238$8.1B108.65%
79
VOVANGUARD INDEX FDS
33,948$8.0B108.15%
80
JPSTJ P MORGAN EXCHANGE-TRADED F
157,950$8.0B107.80%
81
QQQINVESCO EXCH TRD SLF IDX FD
364,165$7.9B106.18%
82
CVXCHEVRON CORP NEW
77,263$7.8B105.49%
83
SCHVSCHWAB STRATEGIC TR
113,502$7.7B103.06%
84
XOMEXXON MOBIL CORP
129,682$7.6B102.65%
85
KOCOCA COLA CO
138,764$7.3B98.74%
86
ORCLORACLE CORP
83,583$7.3B98.00%
87
BLKCHFBLACKROCK INC
8,646$7.3B97.56%
88
NOBLPROSHARES TR
81,875$7.2B97.55%
89
IWMISHARES TR
32,630$7.1B96.05%
90
TMOTHERMO FISHER SCIENTIFIC INC
12,203$7.0B93.86%
91
NFLXNETFLIX INC
11,277$6.9B92.62%
92
IJKISHARES TR
85,907$6.8B91.56%
93
SCHESCHWAB STRATEGIC TR
221,321$6.7B90.78%
94
VYMVANGUARD WHITEHALL FDS
65,043$6.7B90.47%
95
AMGNAMGEN INC
31,611$6.7B90.45%
96
BACVERIZON COMMUNICATIONS INC
120,819$6.5B87.82%
97
GLWCORNING INC
177,568$6.5B87.20%
98
SPDWSPDR INDEX SHS FDS
176,254$6.4B85.88%
99
NTLAINTELLIA THERAPEUTICS INC
45,243$6.1B81.67%
100
DYHTARGET CORP
26,271$6.0B80.87%
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