COURIER CAPITAL LLC Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.4B

Holdings

356

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (356 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES TR
1,059,991$89.5T6474468.55%
2
IVVISHARES TR
145,817$76.7T5545287.82%
3
IVEISHARES TR
296,404$55.4T4005321.89%
4
AAPLAPPLE INC
298,000$51.1T3696436.30%
5
MSFTMICROSOFT CORP
81,818$34.4T2489993.35%
6
RSPINVESCO EXCHANGE TRADED FD T
198,226$33.6T2428576.36%
7
IJJISHARES TR
216,049$25.6T1848646.31%
8
VTVVANGUARD INDEX FDS
143,632$23.4T1692076.55%
9
SPYGSPDR SER TR
316,302$23.1T1673669.89%
10
IWNISHARES TR
145,572$23.1T1672279.16%
11
IJKISHARES TR
234,492$21.4T1547802.29%
12
VMBSVANGUARD SCOTTSDALE FDS
463,818$21.2T1530246.59%
13
EFAISHARES TR
252,476$20.2T1458490.64%
14
VNLAJANUS DETROIT STR TR
405,649$19.7T1423134.24%
15
IJHISHARES TR
310,740$18.9T1365295.28%
16
JPMJPMORGAN CHASE & CO
93,071$18.6T1348483.26%
17
VRIGINVESCO ACTIVELY MANAGED ETF
677,768$17.0T1230085.86%
18
SPYVSPDR SER TR
325,920$16.3T1181142.91%
19
VGKVANGUARD INTL EQUITY INDEX F
217,519$14.6T1059557.81%
20
IGSBISHARES TR
282,726$14.5T1048738.39%
21
GOOGALPHABET INC
92,502$14.1T1018804.07%
22
VOOVANGUARD INDEX FDS
27,887$13.4T969677.89%
23
VGSHVANGUARD SCOTTSDALE FDS
216,294$12.6T908554.37%
24
DFEWISDOMTREE TR
205,462$12.3T887995.21%
25
BNDVANGUARD BD INDEX FDS
169,009$12.3T887932.35%
26
IWMISHARES TR
58,145$12.2T884508.62%
27
IWOISHARES TR
44,495$12.0T871597.68%
28
FEZSPDR INDEX SHS FDS
227,618$12.0T865234.37%
29
VVISA INC
42,373$11.8T855405.88%
30
STIPISHARES TR
115,304$11.5T829308.98%
31
VTIPVANGUARD MALVERN FDS
230,594$11.0T798815.64%
32
JNJJOHNSON & JOHNSON
69,617$11.0T796614.32%
33
FLOTISHARES TR
205,545$10.5T759173.85%
34
IJRISHARES TR
94,305$10.4T753929.43%
35
XOMEXXON MOBIL CORP
89,336$10.4T751168.59%
36
AMZNAMAZON COM INC
56,125$10.1T732315.91%
37
CVXCHEVRON CORP NEW
63,132$10.0T720347.00%
38
SPYSPDR S&P 500 ETF TR
18,191$9.5T688296.71%
39
MRKMERCK & CO INC
71,138$9.4T678990.55%
40
IBMINTERNATIONAL BUSINESS MACHS
47,852$9.1T661004.24%
41
PEPPEPSICO INC
51,426$9.0T651027.46%
42
FLRNSPDR SER TR
287,810$8.9T641849.34%
43
LINLINDE PLC
18,105$8.4T608075.65%
44
ORCLORACLE CORP
66,291$8.3T602323.14%
45
AMGNAMGEN INC
28,729$8.2T590850.31%
46
CSCOCISCO SYS INC
159,760$8.0T576778.88%
47
SPSBSPDR SER TR
262,296$7.8T564837.75%
48
SHYGISHARES TR
181,292$7.7T557997.74%
49
VCSHVANGUARD SCOTTSDALE FDS
91,884$7.1T513839.15%
50
VBRVANGUARD INDEX FDS
36,797$7.1T510731.97%
51
XLVSELECT SECTOR SPDR TR
47,559$7.0T508218.87%
52
CVSCVS HEALTH CORP
87,677$7.0T505854.94%
53
LOWLOWES COS INC
26,912$6.9T495880.62%
54
LMTLOCKHEED MARTIN CORP
15,013$6.8T493979.05%
55
XLESELECT SECTOR SPDR TR
71,467$6.7T488064.22%
56
SPYMSPDR SER TR
108,385$6.7T482400.61%
57
FISIFINANCIAL INSTNS INC
338,686$6.4T461074.12%
58
PGPROCTER AND GAMBLE CO
38,778$6.3T455113.64%
59
COSTCOSTCO WHSL CORP NEW
8,281$6.1T438881.62%
60
VWOVANGUARD INTL EQUITY INDEX F
142,461$6.0T430441.03%
61
RTXRTX CORPORATION
60,405$5.9T426150.07%
62
DISDISNEY WALT CO
48,116$5.9T425875.55%
63
XLUSELECT SECTOR SPDR TR
84,269$5.5T400178.96%
64
XLISELECT SECTOR SPDR TR
43,780$5.5T398899.41%
65
EMXCISHARES INC
95,002$5.5T395624.04%
66
BACBANK AMERICA CORP
141,886$5.4T389189.69%
67
WMTWALMART INC
88,102$5.3T383461.42%
68
HDHOME DEPOT INC
13,576$5.2T376697.14%
69
TMOTHERMO FISHER SCIENTIFIC INC
8,687$5.0T365220.55%
70
INTCINTEL CORP
112,508$5.0T359473.03%
71
IYRISHARES TR
51,497$4.6T334887.23%
72
MTBM & T BK CORP
31,417$4.6T330524.58%
73
EFGISHARES TR
43,638$4.5T327622.75%
74
MDTMEDTRONIC PLC
50,660$4.4T319362.79%
75
AXPAMERICAN EXPRESS CO
18,850$4.3T310462.37%
76
NDQINVESCO QQQ TR
9,425$4.2T302720.26%
77
IXNISHARES TR
54,820$4.1T296655.48%
78
NVDANVIDIA CORPORATION
4,439$4.0T290109.30%
79
IWPISHARES TR
34,604$3.9T285705.06%
80
CMCSACOMCAST CORP NEW
89,768$3.9T281491.42%
81
LLYELI LILLY & CO
4,961$3.9T279177.40%
82
CRMSALESFORCE INC
12,721$3.8T277141.21%
83
BABOEING CO
19,260$3.7T268871.49%
84
TRVCCITIGROUP INC
57,928$3.7T264993.42%
85
IJSISHARES TR
34,157$3.5T253898.11%
86
VYMIVANGUARD WHITEHALL FDS
49,912$3.4T248397.47%
87
VBVANGUARD INDEX FDS
14,736$3.4T243663.52%
88
MDLZMONDELEZ INTL INC
47,521$3.3T240624.84%
89
SCHWSCHWAB CHARLES CORP
45,484$3.3T238007.65%
90
XLFISELECT SECTOR SPDR TR
42,992$3.3T237467.67%
91
BILSSPDR SER TR
32,824$3.3T236058.20%
92
ABBVABBVIE INC
17,719$3.2T233401.09%
93
ULUNILEVER PLC
64,219$3.2T233149.50%
94
PAYXPAYCHEX INC
26,092$3.2T231771.22%
95
PRUPRUDENTIAL FINL INC
26,943$3.2T228806.17%
96
MCDMCDONALDS CORP
11,110$3.1T226597.54%
97
IFGLISHARES TR
146,749$3.1T225892.48%
98
IRMIRON MTN INC DEL
38,504$3.1T223403.04%
99
EFVISHARES TR
55,888$3.0T219923.25%
100
TXNTEXAS INSTRS INC
16,823$2.9T211997.19%
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