BBR PARTNERS, LLC Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$855.8B

Holdings

227

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (227 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
838,257$316.2B36.95%
2
UPSUNITED PARCEL SERVICE INC
677,634$123.7B14.45%
3
AAPLAPPLE INC
258,693$35.4B4.13%
4
VOOVANGUARD INDEX FDS
82,607$28.7B3.35%
5
SPLVINVESCO EXCHANGE TRADED FD T
141,150$18.9B2.21%
6
VTIVANGUARD INDEX FDS
90,878$17.1B2.00%
7
KKRKKR & CO INC.
306,658$14.2B1.66%
8
AMZNAMAZON COM INC
109,822$11.7B1.36%
9
IWVISHARES TR
50,844$11.1B1.29%
10
GOOGLALPHABET INC
5,071$11.1B1.29%
11
MSFTMICROSOFT CORP
37,237$9.6B1.12%
12
VANGUARD WORLD FDS
29,133$9.5B1.11%
13
DGROISHARES TR
185,402$8.8B1.03%
14
ABBVABBVIE INC
54,636$8.4B0.98%
15
UNPUNION PACIFIC CORP
34,896$7.4B0.87%
16
VOVANGUARD INDEX FDS
33,789$6.7B0.78%
17
LUX HEALTH TECH ACQUISITION
639,999$6.3B0.74%
18
VTVVANGUARD INDEX FDS
45,213$6.0B0.70%
19
GOOGALPHABET INC
2,548$5.6B0.65%
20
ABTABBOTT LABS
50,882$5.5B0.65%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
18,717$5.1B0.60%
22
KYNKAYNE ANDERSON MDSTM ENERGY
643,420$4.8B0.56%
23
IVVISHARES TR
12,501$4.7B0.55%
24
LUX HEALTH TECH ACQUISITION
450,001$4.5B0.52%
25
MAMASTERCARD INCORPORATED
13,507$4.3B0.50%
26
DCGODOCGO INC
557,646$4.0B0.47%
27
GLDSPDR GOLD TRUST
23,264$3.9B0.46%
28
XLVSELECT SECTOR SPDR TR
30,386$3.9B0.46%
29
JNJJOHNSON & JOHNSON
20,967$3.7B0.43%
30
IQLTISHARES TR
115,405$3.6B0.42%
31
VXUSVANGUARD STAR FD
67,325$3.5B0.41%
32
4I1PHILIP MORRIS INTL INC
34,366$3.4B0.40%
33
VVISA INC
15,922$3.1B0.37%
34
UNHUNITEDHEALTH GROUP INC
6,008$3.1B0.36%
35
JPMORGAN CHASE & CO
26,285$3.0B0.35%
36
UUNITY SOFTWARE INC
80,197$3.0B0.35%
37
PLTRPALANTIR TECHNOLOGIES INC
301,867$2.7B0.32%
38
GSGOLDMAN SACHS GROUP INC
9,095$2.7B0.32%
39
PFEPFIZER INC
51,267$2.7B0.31%
40
KMIKINDER MORGAN INC DEL
155,757$2.6B0.30%
41
DOVDOVER CORP
21,000$2.5B0.30%
42
XOMEXXON MOBIL CORP
28,825$2.5B0.29%
43
MRKMERCK & CO INC NEW
26,948$2.5B0.29%
44
MCDMCDONALDS CORP
9,647$2.4B0.28%
45
SCHBSCHWAB STRATEGIC TR
53,132$2.3B0.27%
46
OEFISHARES TR
13,485$2.3B0.27%
47
ARCCARES CAP CORP COM
118,128$2.1B0.25%
48
HDHOME DEPOT INC
7,614$2.1B0.24%
49
IWFISHARES TR
9,490$2.1B0.24%
50
AXPAMERICAN EXPRESS CO
13,866$1.9B0.22%
51
CVXCHEVRON CORP
12,937$1.9B0.22%
52
MOALTRIA GROUP INC
40,948$1.7B0.20%
53
INTCINTEL CORP
45,450$1.7B0.20%
54
VBVANGUARD INDEX FDS
9,496$1.7B0.20%
55
NEENEXTERA ENERGY INC
21,434$1.7B0.19%
56
PEPPEPSICO INC
9,720$1.6B0.19%
57
AFRMAFFIRM HLDGS INC
85,028$1.5B0.18%
58
COSTCOSTCO WHSL CORP NEW
3,127$1.5B0.18%
59
IWDISHARES TR
9,937$1.4B0.17%
60
PNCPNC FINL SVCS GROUP
8,823$1.4B0.16%
61
TRVCCITIGROUP INC
29,728$1.4B0.16%
62
DISDISNEY WALT CO
14,437$1.4B0.16%
63
KOCOCA COLA CO
21,213$1.3B0.16%
64
DSIISHARES TR
17,439$1.3B0.15%
65
QQQINVESCO QQQ TRUST SERIES 1
4,379$1.2B0.14%
66
BRK-BBERKSHIRE HATHAWAY INC DEL
3$1.2B0.14%
67
NVDANVIDIA CORP COM
8,017$1.2B0.14%
68
ADOBE SYS INC COM
3,303$1.2B0.14%
69
BMYBRISTOL-MYERS SQUIBB CO
15,229$1.2B0.14%
70
VEAVANGUARD TAX MANAGED INTL FD
26,595$1.1B0.13%
71
MYNBLACKROCK MUNIYIELD N Y QUAL
100,700$1.1B0.13%
72
LYELLYELL IMMUNOPHARMA INC
164,041$1.1B0.13%
73
PDOPIMCO DYNAMIC INCOME OPRNTS
75,000$1.0B0.12%
74
CISCO SYS INC
24,108$1.0B0.12%
75
KMBKIMBERLY-CLARK CORP
7,586$1.0B0.12%
76
ITWOPROSHARES TR
11,675$997.0M0.12%
77
PSXPHILLIPS 66
12,032$987.0M0.12%
78
TXNTEXAS INSTRUMENTS INC
6,412$985.0M0.12%
79
METAFACEBOOK INC
6,084$981.0M0.11%
80
KKR ACQUISITION HOLDING I CO
100,000$979.0M0.11%
81
ACNACCENTURE PLC
3,524$978.0M0.11%
82
ITWILLINOIS TOOL WKS INC
5,313$968.0M0.11%
83
HWMHOWMET AEROSPACE INC
30,444$957.0M0.11%
84
ALBALBEMARLE CORP
4,569$955.0M0.11%
85
MDLZMONDELEZ INTL INC
15,250$947.0M0.11%
86
VWOVANGUARD INTL EQUITY INDEX F
22,740$947.0M0.11%
87
CMCSACOMCAST CORP NEW
23,717$931.0M0.11%
88
LLYLILLY ELI & CO
2,809$911.0M0.11%
89
XLESELECT SECTOR SPDR TR
12,679$907.0M0.11%
90
SNOWSNOWFLAKE INC
6,507$905.0M0.11%
91
NETCLOUDFLARE INC
20,610$902.0M0.11%
92
IBMINTERNATIONAL BUSINESS MACHS
6,369$899.0M0.11%
93
ARES ACQUISITION CORPORATION
90,000$885.0M0.10%
94
PANWPALO ALTO NETWORKS INC
1,734$856.0M0.10%
95
NKENIKE INC
8,327$851.0M0.10%
96
WFCWELLS FARGO & CO NEW
21,493$842.0M0.10%
97
PHPARKER HANNIFIN CORP
3,378$831.0M0.10%
98
ALTRA INDL MOTION CORP
23,136$816.0M0.10%
99
SHWSHERWIN WILLIAMS CO
3,517$787.0M0.09%
100
PTACOHEN & STEERS TAX ADVAN PFD
40,000$762.0M0.09%
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