Freestone Capital Holdings, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$2.7B

Holdings

442

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (442 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
543,232$285.6T10638072.14%
2
MSFTMICROSOFT CORP
408,867$172.0T6407524.56%
3
JAAAJANUS DETROIT STR TR
3,206,340$162.7T6060030.62%
4
NVDANVIDIA CORPORATION
170,416$154.0T5735664.96%Put
5
VEAVANGUARD TAX-MANAGED FDS
2,467,674$123.8T4611548.16%
6
SPYSPDR S&P 500 ETF TR
159,403$83.4T3105790.73%
7
AAPLAPPLE INC
373,893$64.1T2388232.29%
8
AMZNAMAZON COM INC
341,223$61.5T2292670.74%
9
BSVVANGUARD BD INDEX FDS
798,292$61.2T2279829.40%
10
AGGISHARES TR
560,466$54.9T2044675.76%
11
VWOVANGUARD INTL EQUITY INDEX F
1,252,754$52.3T1949149.77%
12
NKENIKE INC
555,367$52.2T1944154.87%
13
VOOVANGUARD INDEX FDS
93,693$45.0T1677636.74%
14
GOOGLALPHABET INC
242,491$36.6T1363284.13%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
77,173$32.5T1208834.35%
16
METAMETA PLATFORMS INC
56,981$27.7T1030644.46%
17
COSTCOSTCO WHSL CORP NEW
36,640$26.8T999899.69%
18
OKTAOKTA INC
250,958$26.3T977981.22%
19
JPMJPMORGAN CHASE & CO
106,829$21.4T797051.85%
20
LLYELI LILLY & CO
26,338$20.5T763247.56%
21
IWFISHARES TR
60,333$20.3T757467.51%
22
XOMEXXON MOBIL CORP
173,384$20.2T750725.89%
23
CRMSALESFORCE INC
66,132$19.9T741915.60%
24
AVGOBROADCOM INC
14,228$18.9T702472.33%
25
VVISA INC
67,014$18.7T696643.57%
26
NDQINVESCO QQQ TR
41,706$18.5T689774.92%
27
HDHOME DEPOT INC
47,690$18.3T681439.75%
28
UNHUNITEDHEALTH GROUP INC
34,547$17.1T636613.28%
29
UNPUNION PAC CORP
68,881$16.9T631003.10%
30
QCOMQUALCOMM INC
89,094$15.1T561853.70%
31
ABTABBOTT LABS
131,679$15.0T557496.31%
32
TMOTHERMO FISHER SCIENTIFIC INC
25,661$14.9T555555.45%
33
MAMASTERCARD INCORPORATED
29,090$14.0T521828.48%
34
VTIVANGUARD INDEX FDS
52,762$13.7T510798.79%
35
ORCLORACLE CORP
105,943$13.3T495692.45%
36
ACNACCENTURE PLC IRELAND
38,033$13.2T491039.49%
37
WFCWELLS FARGO CO NEW
221,414$12.8T478022.90%
38
TXNTEXAS INSTRS INC
73,348$12.8T475972.38%
39
GOOGALPHABET INC
83,351$12.7T472733.39%
40
CMCSACOMCAST CORP NEW
290,143$12.6T468507.56%
41
ITOTISHARES TR
108,146$12.5T464469.47%
42
EFAISHARES TR
154,671$12.4T460103.63%
43
ABBVABBVIE INC
67,551$12.3T458205.90%
44
CITHE CIGNA GROUP
31,849$11.6T430872.13%
45
SUBISHARES TR
110,090$11.5T429471.27%
46
EEMISHARES TR
277,297$11.4T424317.72%
47
PGPROCTER AND GAMBLE CO
69,754$11.3T421572.36%
48
KLACKLA CORP
16,164$11.3T420618.52%
49
JNJJOHNSON & JOHNSON
67,672$10.7T398754.77%
50
BACBANK AMERICA CORP
277,188$10.5T391523.65%
51
NEENEXTERA ENERGY INC
161,075$10.3T383452.91%
52
CATCATERPILLAR INC
27,567$10.1T376276.63%
53
MUBISHARES TR
93,803$10.1T375962.73%
54
ADBEADOBE INC
19,081$9.6T358643.65%
55
CVXCHEVRON CORP NEW
60,683$9.6T356555.92%
56
TSLATESLA INC
54,169$9.5T354698.83%Put
57
AQLTISHARES TR
123,033$9.1T340140.35%
58
AMATAPPLIED MATLS INC
43,640$9.0T335237.45%
59
SCHZSCHWAB STRATEGIC TR
189,479$8.7T324665.25%
60
MRKMERCK & CO INC
64,784$8.5T318416.84%
61
ETNEATON CORP PLC
26,043$8.1T303323.36%
62
IWPISHARES TR
70,503$8.0T299750.69%
63
XLRESELECT SECTOR SPDR TR
203,289$8.0T299333.58%
64
ABGCENCORA INC
30,642$7.4T277351.89%
65
ETRNUSDEQUITRANS MIDSTREAM CORP
594,751$7.4T276702.05%
66
VNQVANGUARD INDEX FDS
83,967$7.3T270483.44%
67
MCKMCKESSON CORP
13,502$7.2T270006.31%
68
INTCINTEL CORP
153,137$6.8T251954.70%
69
DYHTARGET CORP
35,409$6.3T233733.34%
70
CAHCARDINAL HEALTH INC
55,235$6.2T230229.36%
71
HONHONEYWELL INTL INC
29,442$6.0T225096.52%
72
WMTWALMART INC
99,517$6.0T223046.67%
73
VEUVANGUARD INTL EQUITY INDEX F
98,987$5.8T216253.57%
74
RTXRTX CORPORATION
58,982$5.8T214276.84%
75
LINLINDE PLC
12,190$5.7T210831.68%
76
MCDMCDONALDS CORP
19,798$5.6T207928.49%
77
GWWGRAINGER W W INC
5,447$5.5T206418.86%
78
CPTCAMDEN PPTY TR
55,154$5.4T202156.12%
79
COPCONOCOPHILLIPS
42,583$5.4T201890.35%
80
PYPLPAYPAL HLDGS INC
80,280$5.4T200323.58%
81
TRVTRAVELERS COMPANIES INC
23,013$5.3T197283.28%
82
AXPAMERICAN EXPRESS CO
23,047$5.2T195475.18%
83
CSCOCISCO SYS INC
103,069$5.1T191616.66%
84
ESGVVANGUARD WORLD FD
55,004$5.1T190933.74%
85
ZTSZOETIS INC
30,285$5.1T190885.24%
86
DEDEERE & CO
12,346$5.1T188891.04%
87
DHID R HORTON INC
30,612$5.0T187634.74%
88
KOCOCA COLA CO
81,866$5.0T186565.29%
89
LENLENNAR CORP
28,807$5.0T184542.89%
90
LMTLOCKHEED MARTIN CORP
10,878$4.9T184326.14%
91
NFLXNETFLIX INC
8,114$4.9T183558.51%
92
SBUXSTARBUCKS CORP
52,139$4.8T177491.54%
93
SPGIS&P GLOBAL INC
10,781$4.6T170862.41%
94
VBVANGUARD INDEX FDS
20,011$4.6T170396.01%
95
PEPPEPSICO INC
25,576$4.5T166731.79%
96
KRPKIMBELL RTY PARTNERS LP
286,128$4.4T165411.95%
97
NVONOVO-NORDISK A S
34,346$4.4T164269.11%
98
4I1PHILIP MORRIS INTL INC
47,875$4.4T163387.05%
99
ACWIISHARES TR
39,615$4.4T162511.55%
100
CMFISHARES TR
74,978$4.3T160701.06%
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