Cresset Asset Management, LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$6.2B

Holdings

772

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (772 positions)

StockValue
AAPLAPPLE INC
$2.4B
IWFISHARES TR
$369.1M
IVVISHARES TR
$363.2M
IJHISHARES TR
$258.8M
IJRISHARES TR
$258.6M
IEMGISHARES INC
$129.1M
IWDISHARES TR
$126.6M
SPYSPDR S&P 500 ETF TR
$101.1M
ARKKARK ETF TR
$94.4M
AQLTISHARES TR
$91.9M
NKENIKE INC
$84.4M
SBUXSTARBUCKS CORP
$76.3M
MSFTMICROSOFT CORP
$55.5M
SCHXSCHWAB STRATEGIC TR
$48.5M
EMLPFIRST TR EXCHANGE-TRADED FD
$46.3M
VTIVANGUARD INDEX FDS
$45.4M
IWVISHARES TR
$42.6M
EFAISHARES TR
$41.3M
VBVANGUARD INDEX FDS
$40.5M
ITOTISHARES TR
$31.8M
INTCINTEL CORP
$31.5M
CSCOCISCO SYS INC
$30.4M
VIGVANGUARD SPECIALIZED FUNDS
$28.5M
VBRVANGUARD INDEX FDS
$26.8M
BMYBRISTOL-MYERS SQUIBB CO
$24.1M
JPSTJ P MORGAN EXCHANGE-TRADED F
$20.9M
METAFACEBOOK INC
$20.7M
LLYLILLY ELI & CO
$20.7M
VEAVANGUARD TAX-MANAGED INTL FD
$19.2M
EEMISHARES TR
$19.2M
IYGISHARES TR
$18.4M
ACWIISHARES TR
$18.3M
PGXINVESCO EXCH TRADED FD TR II
$17.5M
JPMJPMORGAN CHASE & CO
$17.4M
VLUEISHARES TR
$16.5M
MRKMERCK & CO. INC
$15.7M
VOOVANGUARD INDEX FDS
$15.4M
JNJJOHNSON & JOHNSON
$14.3M
BSVVANGUARD BD INDEX FDS
$14.2M
CCAPCRESCENT CAP BDC INC
$14.1M
VCITVANGUARD SCOTTSDALE FDS
$13.8M
HDHOME DEPOT INC
$13.5M
DISDISNEY WALT CO
$12.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$11.4M
PFEPFIZER INC
$11.3M
VWOVANGUARD INTL EQUITY INDEX F
$10.8M
MAMASTERCARD INCORPORATED
$10.7M
TFCTRUIST FINL CORP
$10.5M
VUGVANGUARD INDEX FDS
$10.5M
VVISA INC
$10.3M
BSCMUSDINVESCO EXCH TRD SLF IDX FD
$10.3M
BACVERIZON COMMUNICATIONS INC
$10.3M
QQQINVESCO EXCH TRD SLF IDX FD
$10.1M
IAUUSDISHARES GOLD TRUST
$9.9M
CMCSACOMCAST CORP NEW
$9.5M
BSCLINVESCO EXCH TRD SLF IDX FD
$9.4M
PGPROCTER AND GAMBLE CO
$9.3M
SCHVSCHWAB STRATEGIC TR
$8.7M
USMVISHARES TR
$8.6M
TCE2CELLDEX THERAPEUTICS INC NEW
$8.0M
BACBK OF AMERICA CORP
$7.7M
VYMVANGUARD WHITEHALL FDS
$7.5M
COSTCOSTCO WHSL CORP NEW
$7.4M
WMTWALMART INC
$7.3M
GLWCORNING INC
$7.3M
CVXCHEVRON CORP NEW
$6.9M
PYPLPAYPAL HLDGS INC
$6.9M
SPDWSPDR INDEX SHS FDS
$6.8M
UNPUNION PAC CORP
$6.6M
UNHUNITEDHEALTH GROUP INC
$6.5M
AMGNAMGEN INC
$6.3M
PEPPEPSICO INC
$6.3M
NDQINVESCO QQQ TR
$5.9M
VGTVANGUARD WORLD FDS
$5.8M
CARRCARRIER GLOBAL CORPORATION
$5.7M
ORCLORACLE CORP
$5.7M
SCHESCHWAB STRATEGIC TR
$5.6M
ACNACCENTURE PLC IRELAND
$5.6M
LOWLOWES COS INC
$5.6M
ABTABBOTT LABS
$5.3M
AGGISHARES TR
$5.3M
VOVANGUARD INDEX FDS
$5.2M
IWMISHARES TR
$5.2M
4I1PHILIP MORRIS INTL INC
$5.0M
OTISOTIS WORLDWIDE CORP
$4.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$4.7M
PLTRPALANTIR TECHNOLOGIES INC
$4.6M
DHRDANAHER CORPORATION
$4.5M
MCDMCDONALDS CORP
$4.5M
BABAALIBABA GROUP HLDG LTD
$4.1M
XOMEXXON MOBIL CORP
$4.1M
KOCOCA COLA CO
$4.1M
QCOMQUALCOMM INC
$4.1M
LRCXEURLAM RESEARCH CORP
$4.0M
SHMSPDR SER TR
$4.0M
AMTAMERICAN TOWER CORP NEW
$4.0M
TAT&T INC
$3.8M
TMOTHERMO FISHER SCIENTIFIC INC
$3.8M
IYMISHARES TR
$3.8M
NUANEURNUANCE COMMUNICATIONS INC
$3.7M
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