Cresset Asset Management, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$7.9T

Holdings

735

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (735 positions)

#StockSharesValue% PortfolioType
101
PLTRPALANTIR TECHNOLOGIES INC
1,027,034$6.5B0.08%
102
XLFSELECT SECTOR SPDR TR
264,094$6.4B0.08%
103
GLWCORNING INC
205,341$6.3B0.08%
104
IJKISHARES TR
100,024$6.2B0.08%
105
ADBEADOBE SYSTEMS INCORPORATED
20,399$6.2B0.08%
106
SCHASCHWAB STRATEGIC TR
156,315$6.2B0.08%
107
BSVVANGUARD BD INDEX FDS
82,751$6.1B0.08%
108
DVNDEVON ENERGY CORP NEW
96,270$5.9B0.07%
109
4I1PHILIP MORRIS INTL INC
58,719$5.9B0.07%
110
MLPXGLOBAL X FDS
144,034$5.9B0.07%
111
DFUVDIMENSIONAL ETF TRUST
175,297$5.8B0.07%
112
PEPPEPSICO INC
106,368$5.7B0.07%
113
IVWISHARES TR
116,693$5.7B0.07%
114
QQQINVESCO EXCH TRD SLF IDX FD
268,723$5.6B0.07%
115
BRCCBRC INC
911,477$5.6B0.07%
116
XLESELECT SECTOR SPDR TR
79,926$5.5B0.07%
117
SPDWSPDR INDEX SHS FDS
178,237$5.3B0.07%
118
ADSKAUTODESK INC
28,128$5.2B0.07%
119
IWNISHARES TR
47,549$5.2B0.07%
120
VGLTVANGUARD SCOTTSDALE FDS
84,287$5.2B0.07%
121
BILSPDR SER TR
56,514$5.2B0.07%
122
BRK-BBERKSHIRE HATHAWAY INC DEL
11$5.2B0.07%
123
BACVERIZON COMMUNICATIONS INC
141,912$5.2B0.07%
124
NVDANVIDIA CORPORATION
46,651$5.1B0.06%
125
KOCOCA COLA CO
102,441$5.1B0.06%
126
UNPUNION PAC CORP
29,420$5.0B0.06%
127
REFICHICAGO ATLANTIC REAL ESTATE
315,715$5.0B0.06%
128
SPHQINVESCO EXCHANGE TRADED FD T
113,125$5.0B0.06%
129
ACNACCENTURE PLC IRELAND
23,710$4.9B0.06%
130
IUSGISHARES TR
58,848$4.8B0.06%
131
LOWLOWES COS INC
26,723$4.7B0.06%
132
BBEUJ P MORGAN EXCHANGE TRADED F
95,995$4.7B0.06%
133
ORCLORACLE CORP
66,237$4.5B0.06%
134
DHRDANAHER CORPORATION
21,247$4.5B0.06%
135
PECOPHILLIPS EDISON & CO INC
136,793$4.4B0.06%
136
ASGNASGN INC
52,190$4.3B0.05%
137
AQLTISHARES TR
48,201$4.2B0.05%
138
IYMISHARES TR
33,340$4.2B0.05%
139
DFIVDIMENSIONAL ETF TRUST
135,921$4.1B0.05%
140
AVGOBROADCOM INC
8,844$4.1B0.05%
141
ABTABBOTT LABS
51,368$4.0B0.05%
142
RXSTRXSIGHT INC
315,719$3.8B0.05%
143
CARRCARRIER GLOBAL CORPORATION
92,218$3.8B0.05%
144
CVSCVS HEALTH CORP
49,777$3.8B0.05%
145
IVEISHARES TR
31,115$3.7B0.05%
146
DISDISNEY WALT CO
59,789$3.7B0.05%
147
RSPINVESCO EXCHANGE TRADED FD T
27,893$3.7B0.05%
148
RVLVREVOLVE GROUP INC
165,489$3.7B0.05%
149
MOALTRIA GROUP INC
87,677$3.6B0.05%
150
JEPIJ P MORGAN EXCHANGE TRADED F
63,959$3.5B0.04%
151
SCHBSCHWAB STRATEGIC TR
78,985$3.5B0.04%
152
BXBLACKSTONE INC
53,140$3.5B0.04%
153
CRMSALESFORCE INC
32,511$3.4B0.04%
154
ALHCALIGNMENT HEALTHCARE INC
285,627$3.4B0.04%
155
TMOTHERMO FISHER SCIENTIFIC INC
9,164$3.4B0.04%
156
SHYISHARES TR
41,050$3.3B0.04%
157
AMGNAMGEN INC
14,039$3.2B0.04%
158
NEENEXTERA ENERGY INC
41,074$3.2B0.04%
159
BLKCHFBLACKROCK INC
5,328$3.2B0.04%
160
MDLZMONDELEZ INTL INC
53,669$3.1B0.04%
161
OTISOTIS WORLDWIDE CORP
44,096$3.1B0.04%
162
AMTAMERICAN TOWER CORP NEW
16,996$3.1B0.04%
163
IWRISHARES TR
58,113$3.1B0.04%
164
HALHALLIBURTON CO
75,473$3.0B0.04%
165
DLNWISDOMTREE TR
47,468$2.9B0.04%
166
QRVOQORVO INC
32,303$2.9B0.04%
167
HONHONEYWELL INTL INC
20,074$2.9B0.04%
168
IWBISHARES TR
13,490$2.8B0.04%
169
DFAXDIMENSIONAL ETF TRUST
130,621$2.8B0.04%
170
ARCCARES CAPITAL CORP
150,402$2.8B0.04%
171
IEURISHARES TR
58,972$2.8B0.04%
172
MDYSPDR S&P MIDCAP 400 ETF TR
19,659$2.7B0.03%
173
IBMINTERNATIONAL BUSINESS MACHS
26,736$2.7B0.03%
174
DONSPDR DOW JONES INDL AVERAGE
16,088$2.7B0.03%
175
SDYSPDR SER TR
31,179$2.7B0.03%
176
EWJISHARES INC
49,744$2.7B0.03%
177
TMHCTAYLOR MORRISON HOME CORP
88,151$2.7B0.03%
178
SCZISHARES TR
45,875$2.6B0.03%
179
TXNTEXAS INSTRS INC
19,251$2.6B0.03%
180
ADIANALOG DEVICES INC
18,190$2.6B0.03%
181
ELVELEVANCE HEALTH INC
4,875$2.5B0.03%
182
CMCSACOMCAST CORP NEW
87,995$2.4B0.03%
183
WMBWILLIAMS COS INC
74,102$2.4B0.03%
184
TSLATESLA INC
24,697$2.4B0.03%
185
TAT&T INC
144,622$2.3B0.03%
186
DFASDIMENSIONAL ETF TRUST
46,240$2.3B0.03%
187
XNEAXNUVEEN AMT FREE QLTY MUN INC
204,406$2.3B0.03%
188
XLISELECT SECTOR SPDR TR
36,685$2.3B0.03%
189
FFORD MTR CO DEL
242,530$2.3B0.03%
190
FT2FIRST HORIZON CORPORATION
91,255$2.2B0.03%
191
CATCATERPILLAR INC
9,842$2.2B0.03%
192
CGBDCARLYLE SECURED LENDING INC
150,116$2.2B0.03%
193
TJXTJX COS INC NEW
31,731$2.2B0.03%
194
BABOEING CO
16,501$2.2B0.03%
195
JMSBJOHN MARSHALL BANCORP INC
75,234$2.2B0.03%
196
XLUSELECT SECTOR SPDR TR
42,730$2.2B0.03%
197
LMTLOCKHEED MARTIN CORP
6,279$2.1B0.03%
198
IRTINDEPENDENCE RLTY TR INC
125,889$2.1B0.03%
199
DFATDIMENSIONAL ETF TRUST
49,585$2.1B0.03%
200
COWZPACER FDS TR
46,639$2.1B0.03%
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