Freestone Capital Holdings, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.9B

Holdings

435

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (435 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
590,584$340.7T11705465.99%
2
MSFTMICROSOFT CORP
441,036$189.8T6520981.46%Put
3
NVDANVIDIA CORPORATION
1,370,646$166.5T5719445.82%Put
4
VEAVANGUARD TAX-MANAGED FDS
2,572,775$135.9T4668579.34%
5
JAAAJANUS DETROIT STR TR
2,268,302$115.4T3965654.46%
6
AAPLAPPLE INC
443,693$103.4T3552264.84%
7
SPYSPDR S&P 500 ETF TR
158,015$90.7T3115274.73%
8
AMZNAMAZON COM INC
396,119$73.8T2536152.69%Put
9
BSVVANGUARD BD INDEX FDS
866,623$68.2T2343238.57%
10
AGGISHARES TR
635,647$64.4T2211892.06%
11
VWOVANGUARD INTL EQUITY INDEX F
1,149,654$55.0T1890235.55%
12
VOOVANGUARD INDEX FDS
95,229$50.2T1726630.93%
13
NKENIKE INC
544,639$48.1T1654351.93%
14
GOOGLALPHABET INC
260,999$43.3T1487382.41%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
80,090$36.9T1266625.54%
16
COSTCOSTCO WHSL CORP NEW
40,074$35.5T1220738.21%
17
METAMETA PLATFORMS INC
59,884$34.3T1177901.12%
18
AVGOBROADCOM INC
143,564$24.8T850950.39%
19
LLYELI LILLY & CO
26,754$23.7T814471.44%
20
JPMJPMORGAN CHASE & CO.
108,271$22.8T784468.73%
21
CRMSALESFORCE INC
81,250$22.2T764159.55%
22
IWFISHARES TR
56,391$21.2T727357.05%
23
NDQINVESCO QQQ TR
42,506$20.7T712857.26%
24
UNHUNITEDHEALTH GROUP INC
34,894$20.4T701043.48%
25
XOMEXXON MOBIL CORP
173,870$20.4T700316.47%
26
VVISA INC
72,249$19.9T682578.73%
27
HDHOME DEPOT INC
48,412$19.6T674050.28%
28
VTIVANGUARD INDEX FDS
68,014$19.3T661762.55%
29
ORCLORACLE CORP
108,900$18.6T637628.85%
30
UNPUNION PAC CORP
73,705$18.2T624239.02%
31
QCOMQUALCOMM INC
96,605$16.4T564477.66%
32
TMOTHERMO FISHER SCIENTIFIC INC
26,545$16.4T564225.28%
33
ABTABBOTT LABS
134,897$15.4T528463.30%
34
TXNTEXAS INSTRS INC
72,848$15.0T517076.25%
35
MAMASTERCARD INCORPORATED
29,973$14.8T508573.29%
36
SUBISHARES TR
137,365$14.6T501217.79%
37
ACNACCENTURE PLC IRELAND
40,259$14.2T488983.87%
38
TSLATESLA INC
54,278$14.2T487953.11%Put
39
GOOGALPHABET INC
82,165$13.7T472027.85%Put
40
KLACKLA CORP
17,715$13.7T471409.53%
41
CMCSACOMCAST CORP NEW
322,837$13.5T463356.01%
42
AQLTISHARES TR
171,742$13.4T460593.38%
43
NEENEXTERA ENERGY INC
155,436$13.1T451471.99%
44
PGPROCTER AND GAMBLE CO
73,515$12.7T437515.42%
45
ABBVABBVIE INC
64,112$12.7T435044.41%
46
MUBISHARES TR
114,932$12.5T429001.95%
47
EFAISHARES TR
142,082$11.9T408291.19%
48
ITOTISHARES TR
93,062$11.7T401699.22%
49
WFCWELLS FARGO CO NEW
205,419$11.6T398731.08%
50
CATCATERPILLAR INC
29,296$11.5T393721.96%
51
CITHE CIGNA GROUP
32,368$11.2T385310.50%
52
BACBANK AMERICA CORP
280,984$11.1T383106.96%
53
EEMISHARES TR
242,777$11.1T382568.28%
54
ADBEADOBE INC
21,498$11.1T382481.14%
55
OKTAOKTA INC
139,932$10.4T357442.61%
56
JNJJOHNSON & JOHNSON
63,534$10.3T353793.36%
57
XLRESELECT SECTOR SPDR TR
224,560$10.0T344679.19%
58
ETNEATON CORP PLC
29,670$9.8T337900.78%
59
AMATAPPLIED MATLS INC
46,430$9.4T322347.79%
60
CVXCHEVRON CORP NEW
58,584$8.6T296459.19%
61
WMTWALMART INC
102,419$8.3T284178.75%
62
MRKMERCK & CO INC
70,039$8.0T273296.94%
63
VNQVANGUARD INDEX FDS
80,758$7.9T270335.64%
64
IWPISHARES TR
65,023$7.6T262056.37%
65
SCHZSCHWAB STRATEGIC TR
156,013$7.4T254744.58%
66
RTXRTX CORPORATION
60,373$7.3T251345.65%
67
LMTLOCKHEED MARTIN CORP
12,268$7.2T246422.57%
68
ABGCENCORA INC
31,714$7.1T245278.51%
69
VEUVANGUARD INTL EQUITY INDEX F
111,326$7.0T240994.10%
70
CPTCAMDEN PPTY TR
55,154$6.8T234107.97%
71
MCKMCKESSON CORP
13,728$6.8T233229.22%
72
PFEPFIZER INC
234,211$6.8T232902.17%
73
ZTSZOETIS INC
33,849$6.6T227245.96%
74
MCDMCDONALDS CORP
21,159$6.4T221393.75%
75
HONHONEYWELL INTL INC
30,804$6.4T218799.56%
76
AXPAMERICAN EXPRESS CO
23,266$6.3T216809.54%
77
SBUXSTARBUCKS CORP
64,624$6.3T216481.70%
78
LINLINDE PLC
13,202$6.3T216325.12%
79
KOCOCA COLA CO
87,272$6.3T215492.45%
80
CSCOCISCO SYS INC
117,279$6.2T214467.73%
81
CAHCARDINAL HEALTH INC
56,009$6.2T212701.12%
82
NFLXNETFLIX INC
8,707$6.2T212200.72%
83
GWWGRAINGER W W INC
5,789$6.0T206654.98%
84
SPGIS&P GLOBAL INC
11,450$5.9T203272.24%
85
PYPLPAYPAL HLDGS INC
75,646$5.9T202821.63%
86
DHID R HORTON INC
30,406$5.8T199316.21%
87
DYHTARGET CORP
36,491$5.7T195428.67%
88
TRVTRAVELERS COMPANIES INC
23,924$5.6T192465.92%
89
LENLENNAR CORP
29,529$5.5T190231.22%
90
PEPPEPSICO INC
31,186$5.3T182223.30%
91
DEDEERE & CO
12,574$5.2T180309.97%
92
4I1PHILIP MORRIS INTL INC
42,895$5.2T178935.36%
93
XLUSELECT SECTOR SPDR TR
62,313$5.0T172961.41%
94
COPCONOCOPHILLIPS
46,458$4.9T168065.92%
95
ADPAUTOMATIC DATA PROCESSING IN
17,368$4.8T165155.50%
96
AURAURORA INNOVATION INC
811,238$4.8T165020.05%
97
ESGVVANGUARD WORLD FD
46,178$4.7T161292.56%
98
SHWSHERWIN WILLIAMS CO
12,012$4.6T157534.04%
99
BACVERIZON COMMUNICATIONS INC
100,513$4.5T155107.53%
100
VBVANGUARD INDEX FDS
18,942$4.5T154395.40%
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