Freestone Capital Holdings, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$2.8B

Holdings

457

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (457 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
551,198$301.6T10778359.64%
2
MSFTMICROSOFT CORP
420,253$187.8T6711887.66%Put
3
NVDANVIDIA CORPORATION
1,450,141$179.2T6401661.28%Put
4
JAAAJANUS DETROIT STR TR
3,235,094$164.6T5881783.12%
5
VEAVANGUARD TAX-MANAGED FDS
2,546,972$125.9T4497818.40%
6
AAPLAPPLE INC
436,413$91.9T3284525.06%
7
SPYSPDR S&P 500 ETF TR
155,412$84.6T3022268.62%
8
AMZNAMAZON COM INC
354,847$68.6T2450393.82%Put
9
BSVVANGUARD BD INDEX FDS
817,463$62.7T2240465.39%
10
AGGISHARES TR
590,222$57.3T2047272.50%
11
VWOVANGUARD INTL EQUITY INDEX F
1,299,074$56.8T2031356.82%
12
VOOVANGUARD INDEX FDS
93,967$47.0T1679326.62%
13
GOOGLALPHABET INC
246,283$44.9T1603021.59%
14
NKENIKE INC
557,708$42.0T1502037.49%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
79,631$32.4T1157545.62%
16
COSTCOSTCO WHSL CORP NEW
36,692$31.2T1114442.53%
17
METAMETA PLATFORMS INC
61,116$30.8T1101157.12%
18
LLYELI LILLY & CO
26,565$24.1T859437.60%
19
OKTAOKTA INC
251,044$23.5T839744.36%
20
AVGOBROADCOM INC
14,358$23.1T823756.14%
21
JPMJPMORGAN CHASE & CO.
109,752$22.2T793226.51%
22
IWFISHARES TR
56,958$20.8T741889.43%
23
XOMEXXON MOBIL CORP
177,939$20.5T731976.55%
24
QCOMQUALCOMM INC
93,462$18.6T665203.05%
25
NDQINVESCO QQQ TR
38,591$18.5T660695.13%
26
VVISA INC
70,183$18.4T658246.67%
27
UNHUNITEDHEALTH GROUP INC
35,546$18.1T646851.74%
28
CRMSALESFORCE INC
67,504$17.4T620163.10%
29
HDHOME DEPOT INC
49,309$17.0T606541.04%
30
UNPUNION PAC CORP
71,752$16.2T580115.51%
31
ORCLORACLE CORP
107,761$15.2T543716.27%
32
TMOTHERMO FISHER SCIENTIFIC INC
26,191$14.5T517558.85%
33
TXNTEXAS INSTRS INC
73,980$14.4T514253.11%
34
VTIVANGUARD INDEX FDS
53,362$14.3T510089.56%
35
SUBISHARES TR
135,518$14.2T506284.37%
36
ABTABBOTT LABS
132,973$13.8T493736.32%
37
GOOGALPHABET INC
74,281$13.6T486857.49%Put
38
KLACKLA CORP
16,352$13.5T481762.72%
39
WFCWELLS FARGO CO NEW
216,386$12.9T459216.62%
40
MAMASTERCARD INCORPORATED
28,805$12.7T454087.05%
41
ACNACCENTURE PLC IRELAND
39,758$12.1T431051.76%
42
CMCSACOMCAST CORP NEW
305,700$12.0T427772.97%
43
PGPROCTER AND GAMBLE CO
71,649$11.8T422238.89%
44
ADBEADOBE INC
21,147$11.7T419796.76%
45
BACBANK AMERICA CORP
290,772$11.6T413222.41%
46
EEMISHARES TR
267,637$11.4T407313.39%
47
ABBVABBVIE INC
66,272$11.4T406180.92%
48
NEENEXTERA ENERGY INC
160,353$11.4T405740.11%
49
EFAISHARES TR
143,876$11.3T402708.27%
50
ITOTISHARES TR
94,248$11.2T400026.62%
51
CITHE CIGNA GROUP
32,260$10.7T381064.34%
52
AMATAPPLIED MATLS INC
44,305$10.5T373616.03%
53
TSLATESLA INC
52,693$10.4T372588.83%Put
54
MUBISHARES TR
95,783$10.2T364683.45%
55
CVXCHEVRON CORP NEW
61,413$9.6T343264.42%
56
JNJJOHNSON & JOHNSON
64,660$9.5T337706.16%
57
CATCATERPILLAR INC
28,247$9.4T336215.89%
58
AQLTISHARES TR
117,689$8.5T305481.76%
59
ETNEATON CORP PLC
27,013$8.5T302659.71%
60
XLRESELECT SECTOR SPDR TR
216,014$8.3T296483.97%
61
MRKMERCK & CO INC
66,795$8.3T295486.94%
62
MCKMCKESSON CORP
13,608$7.9T284002.78%
63
SCHZSCHWAB STRATEGIC TR
165,407$7.5T269403.59%
64
IWPISHARES TR
65,653$7.2T258882.05%
65
ABGCENCORA INC
31,195$7.0T251144.15%
66
VEUVANGUARD INTL EQUITY INDEX F
118,258$6.9T247799.68%
67
VNQVANGUARD INDEX FDS
82,710$6.9T247554.80%
68
WMTWALMART INC
100,407$6.8T242935.07%
69
HONHONEYWELL INTL INC
30,094$6.4T229633.61%
70
RTXRTX CORPORATION
60,999$6.1T218818.99%
71
CPTCAMDEN PPTY TR
55,154$6.0T215038.67%
72
ZTSZOETIS INC
32,427$5.6T200876.79%
73
NFLXNETFLIX INC
8,308$5.6T200354.01%
74
CAHCARDINAL HEALTH INC
56,274$5.5T197707.34%
75
LINLINDE PLC
12,546$5.5T196726.85%
76
KOCOCA COLA CO
86,125$5.5T195885.33%
77
AXPAMERICAN EXPRESS CO
23,211$5.4T192049.56%
78
BMTABRITISH AMERN TOB PLC
173,536$5.4T191798.17%
79
MCDMCDONALDS CORP
20,803$5.3T189435.12%
80
DYHTARGET CORP
35,810$5.3T189434.51%
81
CSCOCISCO SYS INC
108,239$5.1T183757.47%
82
LMTLOCKHEED MARTIN CORP
10,990$5.1T183433.58%
83
GWWGRAINGER W W INC
5,603$5.1T180655.84%
84
SPGIS&P GLOBAL INC
11,195$5.0T178412.38%
85
COPCONOCOPHILLIPS
43,633$5.0T178337.02%
86
NVONOVO-NORDISK A S
34,253$4.9T174710.61%
87
ESGVVANGUARD WORLD FD
50,595$4.9T174681.03%
88
4I1PHILIP MORRIS INTL INC
48,064$4.9T174034.68%
89
PYPLPAYPAL HLDGS INC
82,336$4.8T170732.94%
90
TRVTRAVELERS COMPANIES INC
23,265$4.7T169047.36%
91
PFEPFIZER INC
165,080$4.6T165050.29%
92
DEDEERE & CO
12,340$4.6T164753.84%
93
DHID R HORTON INC
31,480$4.4T158531.00%
94
PEPPEPSICO INC
26,890$4.4T158474.22%
95
ACWIISHARES TR
39,439$4.4T158402.83%
96
LENLENNAR CORP
29,502$4.4T157994.86%
97
INTCINTEL CORP
140,288$4.3T155251.96%
98
XLUSELECT SECTOR SPDR TR
62,042$4.2T151064.68%
99
BACVERIZON COMMUNICATIONS INC
102,116$4.2T150482.94%
100
VBVANGUARD INDEX FDS
19,309$4.2T150438.77%
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