Freestone Capital Holdings, LLC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$2.6T

Holdings

422

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (422 positions)

#StockSharesValue% PortfolioType
1
SHVISHARES TR
6,507,497$716.5B27.35%
2
IVVISHARES TR
371,033$140.7B5.37%
3
MSFTMICROSOFT CORP
449,262$115.4B4.40%
4
VEAVANGUARD TAX-MANAGED INTL FD
1,852,706$75.6B2.89%
5
SPYSPDR S&P 500 ETF TR
194,230$73.3B2.80%
6
BSVVANGUARD BD INDEX FDS
874,292$67.1B2.56%
7
AGGISHARES TR
611,477$62.2B2.37%
8
EEMISHARES TR
1,486,592$59.6B2.28%
9
NKENIKE INC
539,697$55.2B2.11%
10
AAPLAPPLE INC
397,034$54.3B2.07%
11
AMZNAMAZON COM INC
386,779$41.1B1.57%
12
VOOVANGUARD INDEX FDS
95,060$33.0B1.26%
13
VWOVANGUARD INTL EQUITY INDEX F
782,974$32.6B1.24%
14
UNHUNITEDHEALTH GROUP INC
49,535$25.4B0.97%
15
SDYSPDR SER TR
205,240$24.4B0.93%
16
HDHOME DEPOT INC
72,701$19.9B0.76%
17
NVDANVIDIA CORPORATION
130,364$19.8B0.75%
18
COSTCOSTCO WHSL CORP NEW
40,736$19.5B0.75%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
71,368$19.5B0.74%
20
GOOGLALPHABET INC
8,376$18.3B0.70%
21
JNJJOHNSON & JOHNSON
85,401$15.2B0.58%
22
VTVANGUARD INTL EQUITY INDEX F
171,082$14.6B0.56%
23
VTIVANGUARD INDEX FDS
72,633$13.7B0.52%
24
EFAISHARES TR
217,586$13.6B0.52%
25
TXNTEXAS INSTRS INC
86,068$13.2B0.50%
26
VVISA INC
67,128$13.2B0.50%
27
TMOTHERMO FISHER SCIENTIFIC INC
23,910$13.0B0.50%
28
XOMEXXON MOBIL CORP
148,955$12.8B0.49%
29
CRMSALESFORCE INC
76,847$12.7B0.48%
30
METAMETA PLATFORMS INC
78,198$12.6B0.48%
31
ABBVABBVIE INC
78,643$12.0B0.46%
32
UNPUNION PAC CORP
55,416$11.8B0.45%
33
QCOMQUALCOMM INC
92,513$11.8B0.45%
34
ACNACCENTURE PLC IRELAND
42,451$11.8B0.45%
35
NEENEXTERA ENERGY INC
147,802$11.4B0.44%
36
ABTABBOTT LABS
103,819$11.3B0.43%
37
CMCSACOMCAST CORP NEW
277,274$10.9B0.42%
38
ITOTISHARES TR
125,525$10.5B0.40%
39
LLYLILLY ELI & CO
32,098$10.4B0.40%
40
ORCLORACLE CORP
146,604$10.2B0.39%
41
JPMJPMORGAN CHASE & CO
89,908$10.1B0.39%
42
MRKMERCK & CO INC
105,844$9.7B0.37%
43
MAMASTERCARD INCORPORATED
30,547$9.6B0.37%
44
MUBISHARES TR
89,204$9.5B0.36%
45
BACBK OF AMERICA CORP
295,553$9.2B0.35%
46
CICIGNA CORP NEW
34,599$9.1B0.35%
47
HONHONEYWELL INTL INC
50,568$8.8B0.34%
48
PGPROCTER AND GAMBLE CO
58,211$8.4B0.32%
49
GISGENERAL MLS INC
106,290$8.0B0.31%
50
ABGAMERISOURCEBERGEN CORP
55,772$7.9B0.30%
51
ESGVVANGUARD WORLD FD
117,503$7.8B0.30%
52
BMYBRISTOL-MYERS SQUIBB CO
101,170$7.8B0.30%
53
ETENERGY TRANSFER L P
774,645$7.7B0.30%
54
GOOGALPHABET INC
3,367$7.4B0.28%
55
SUBISHARES TR
69,039$7.2B0.28%
56
INTCINTEL CORP
189,247$7.1B0.27%
57
AVGOBROADCOM INC
14,439$7.0B0.27%
58
ADBEADOBE SYSTEMS INCORPORATED
19,134$7.0B0.27%
59
LMTLOCKHEED MARTIN CORP
16,279$7.0B0.27%
60
WFCWELLS FARGO CO NEW
174,848$6.8B0.26%
61
VGSHVANGUARD SCOTTSDALE FDS
114,440$6.7B0.26%
62
SPTSSPDR SER TR
227,090$6.7B0.26%
63
CVXCHEVRON CORP NEW
45,906$6.6B0.25%
64
4I1PHILIP MORRIS INTL INC
66,802$6.6B0.25%
65
TSLATESLA INC
9,760$6.6B0.25%
66
DISDISNEY WALT CO
69,318$6.5B0.25%
67
PFEPFIZER INC
124,481$6.5B0.25%
68
MCKMCKESSON CORP
19,203$6.3B0.24%
69
KLACKLA CORP
19,502$6.2B0.24%
70
CAHCARDINAL HEALTH INC
116,346$6.1B0.23%
71
AMGNAMGEN INC
24,602$6.0B0.23%
72
CSCOCISCO SYS INC
139,938$6.0B0.23%
73
7HPHP INC
180,027$5.9B0.23%
74
RTXRAYTHEON TECHNOLOGIES CORP
61,250$5.9B0.22%
75
MCDMCDONALDS CORP
22,873$5.6B0.22%
76
IWFISHARES TR
25,403$5.6B0.21%
77
TRVTRAVELERS COMPANIES INC
31,554$5.3B0.20%
78
ETRNUSDEQUITRANS MIDSTREAM CORP
821,165$5.2B0.20%
79
DYHTARGET CORP
35,342$5.0B0.19%
80
AMATAPPLIED MATLS INC
54,559$5.0B0.19%
81
BACVERIZON COMMUNICATIONS INC
97,091$4.9B0.19%
82
VBVANGUARD INDEX FDS
27,856$4.9B0.19%
83
SBUXSTARBUCKS CORP
63,528$4.9B0.19%
84
OMCOMNICOM GROUP INC
75,557$4.8B0.18%
85
NVONOVO-NORDISK A S
42,504$4.7B0.18%
86
MOALTRIA GROUP INC
113,204$4.7B0.18%
87
ZTSZOETIS INC
26,812$4.6B0.18%
88
GHIAMERICA FIRST MULTIFAMILY IN
247,298$4.5B0.17%
89
ACWIISHARES TR
52,997$4.4B0.17%
90
SCHFSCHWAB STRATEGIC TR
139,720$4.4B0.17%
91
MASMASCO CORP
84,347$4.3B0.16%
92
ADPAUTOMATIC DATA PROCESSING IN
19,795$4.2B0.16%
93
UPSUNITED PARCEL SERVICE INC
22,581$4.1B0.16%
94
KOCOCA COLA CO
64,939$4.1B0.16%
95
ATVIEURACTIVISION BLIZZARD INC
52,317$4.1B0.16%
96
PYPLPAYPAL HLDGS INC
56,310$3.9B0.15%
97
AXPAMERICAN EXPRESS CO
27,074$3.8B0.14%
98
DEDEERE & CO
12,414$3.7B0.14%
99
SEESEALED AIR CORP NEW
64,289$3.7B0.14%
100
CVSCVS HEALTH CORP
39,993$3.7B0.14%
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