COURIER CAPITAL LLC Q4 2024 Filing

Filed January 13, 2025

Portfolio Value

$1.4B

Holdings

359

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (359 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES TR
1,028,505$104.4T7203638.58%
2
IVVISHARES TR
121,467$71.5T4932741.61%
3
AAPLAPPLE INC
277,885$69.6T4800488.27%
4
IVEISHARES TR
292,201$55.8T3847632.32%
5
SPYGSPDR SER TR
410,414$36.1T2488639.23%
6
MSFTMICROSOFT CORP
80,679$34.0T2345877.42%
7
IJJISHARES TR
237,137$29.6T2044194.41%
8
SPYVSPDR SER TR
517,209$26.5T1824642.01%
9
RSPINVESCO EXCHANGE TRADED FD T
148,922$26.1T1800193.02%
10
VTVVANGUARD INDEX FDS
142,169$24.1T1660398.72%
11
IWNISHARES TR
146,287$24.0T1656729.16%
12
IJKISHARES TR
263,408$24.0T1652294.42%
13
IJHISHARES TR
360,087$22.4T1547805.74%
14
EFAISHARES TR
285,487$21.6T1489077.35%
15
VNLAJANUS DETROIT STR TR
430,554$21.1T1452701.91%
16
JPMJPMORGAN CHASE & CO.
84,598$20.3T1398927.29%
17
GOOGALPHABET INC
91,259$17.4T1198906.60%
18
VGKVANGUARD INTL EQUITY INDEX F
220,626$14.0T965996.25%
19
IWOISHARES TR
44,728$12.9T888089.08%
20
IJRISHARES TR
111,703$12.9T887857.43%
21
VMBSVANGUARD SCOTTSDALE FDS
281,016$12.7T878949.12%
22
BNDVANGUARD BD INDEX FDS
176,871$12.7T877399.52%
23
VVISA INC
39,014$12.3T850577.26%
24
VRIGINVESCO ACTIVELY MANAGED EXC
478,788$12.0T829521.62%
25
AMZNAMAZON COM INC
54,184$11.9T820047.71%
26
FBNDFIDELITY MERRIMACK STR TR
258,695$11.6T800747.03%
27
IWMISHARES TR
50,084$11.1T763413.89%
28
FEZSPDR INDEX SHS FDS
228,231$11.0T758091.88%
29
ORCLORACLE CORP
62,573$10.4T719307.58%
30
VOOVANGUARD INDEX FDS
18,913$10.2T702998.20%
31
SPYSPDR S&P 500 ETF TR
17,279$10.1T698606.51%
32
STIPISHARES TR
98,272$9.9T681992.99%
33
FISIFINANCIAL INSTNS INC
352,126$9.6T662906.51%
34
JNJJOHNSON & JOHNSON
65,357$9.5T652035.39%
35
CVXCHEVRON CORP NEW
61,770$8.9T617196.58%
36
XOMEXXON MOBIL CORP
81,740$8.8T606567.39%
37
CSCOCISCO SYS INC
147,915$8.8T604067.05%
38
IBMINTERNATIONAL BUSINESS MACHS
38,675$8.5T586498.98%
39
FLOTISHARES TR
158,334$8.1T555739.64%
40
EMXCISHARES INC
138,309$7.7T529057.77%
41
AQLTISHARES TR
109,002$7.7T528464.02%
42
PEPPEPSICO INC
50,080$7.6T525322.74%
43
COSTCOSTCO WHSL CORP NEW
8,282$7.6T523523.35%
44
GVIISHARES TR
71,096$7.4T511197.97%
45
SHYGISHARES TR
173,346$7.4T509536.89%
46
LINLINDE PLC
17,513$7.3T505791.11%
47
VBRVANGUARD INDEX FDS
36,802$7.3T503135.69%
48
SPYMSPDR SER TR
103,150$7.1T490558.37%
49
FLRNSPDR SER TR
229,859$7.1T487276.30%
50
EFGISHARES TR
72,685$7.0T485519.47%
51
WMTWALMART INC
77,607$7.0T483702.22%
52
LMTLOCKHEED MARTIN CORP
14,242$6.9T477424.63%
53
SPSBSPDR SER TR
223,700$6.7T460793.86%
54
MRKMERCK & CO INC
67,025$6.7T459962.04%
55
RTXRTX CORPORATION
57,335$6.6T457696.04%
56
DFEWISDOMTREE TR
112,918$6.4T440736.56%
57
TMOTHERMO FISHER SCIENTIFIC INC
20,914$6.4T440529.40%
58
VWOVANGUARD INTL EQUITY INDEX F
142,343$6.3T432447.66%
59
XLVSELECT SECTOR SPDR TR
44,399$6.1T421351.38%
60
BACBANK AMERICA CORP
138,362$6.1T419496.04%
61
VYMIVANGUARD WHITEHALL FDS
89,528$6.1T419229.35%
62
MTBM & T BK CORP
32,084$6.0T416125.12%
63
PGPROCTER AND GAMBLE CO
35,927$6.0T415503.84%
64
LOWLOWES COS INC
23,868$5.9T406352.92%
65
IJSISHARES TR
53,667$5.8T402095.61%
66
IGSBISHARES TR
111,049$5.7T396053.88%
67
EFVISHARES TR
108,459$5.7T392581.07%
68
AXPAMERICAN EXPRESS CO
18,468$5.5T378111.85%
69
VGSHVANGUARD SCOTTSDALE FDS
90,978$5.3T365142.92%
70
PFFISHARES TR
163,636$5.1T354905.42%
71
DISDISNEY WALT CO
46,064$5.1T353838.23%
72
MBBISHARES TR
54,683$5.0T345842.31%
73
VCSHVANGUARD SCOTTSDALE FDS
63,555$5.0T342019.53%
74
NVDANVIDIA CORPORATION
36,834$4.9T341226.35%
75
NDQINVESCO QQQ TR
9,644$4.9T340125.08%
76
HDHOME DEPOT INC
12,578$4.9T337526.85%
77
IYRISHARES TR
51,945$4.8T333472.57%
78
XLESELECT SECTOR SPDR TR
55,971$4.8T330743.89%
79
JEPIJ P MORGAN EXCHANGE TRADED F
82,512$4.7T327465.26%
80
BRK/BBERKSHIRE HATHAWAY INC DEL
10,055$4.6T314396.92%
81
TDTFFLEXSHARES TR
195,932$4.6T314388.23%
82
XLUSELECT SECTOR SPDR TR
59,757$4.5T312019.02%
83
IXNISHARES TR
52,582$4.5T307417.14%
84
CRMSALESFORCE INC
12,995$4.3T299711.09%
85
IWPISHARES TR
33,854$4.3T296011.94%
86
XLISELECT SECTOR SPDR TR
32,531$4.3T295687.37%
87
AMGNAMGEN INC
16,380$4.3T294518.63%
88
VBVANGUARD INDEX FDS
17,696$4.3T293321.55%
89
TJXTJX COS INC NEW
34,487$4.2T287415.03%
90
TRVCCITIGROUP INC
59,061$4.2T286788.10%
91
IEIISHARES TR
35,636$4.1T284060.04%
92
SGOVISHARES TR
39,334$3.9T272212.03%
93
MAMASTERCARD INCORPORATED
7,344$3.9T266771.84%
94
LLYELI LILLY & CO
4,820$3.7T256693.91%
95
IJTISHARES TR
27,264$3.7T254602.57%
96
PAYXPAYCHEX INC
25,755$3.6T249127.97%
97
MDTMEDTRONIC PLC
44,109$3.5T243059.89%
98
ABTABBOTT LABS
30,501$3.4T237990.29%
99
MCDMCDONALDS CORP
11,821$3.4T236403.03%
100
ULUNILEVER PLC
59,685$3.4T233453.04%
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