MAI Capital Management Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$10.2M

Holdings

1,262

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,262 positions)

StockValue
MSFTMicrosoft Corp
$415.4M
AAPLApple Inc
$371.6M
IJHiShares S&P Mid Cap Index
$227.0M
NVDANvidia Corp
$192.5M
AMZNAmazon Com Inc
$190.9M
IJRiShares S&P Small Cap Index
$163.7M
VIGVanguard Dividend Appreciation
$161.7M
VEAVanguard FTSE Developed Mkts E
$159.3M
IWFiShares Russell 1000 Growth In
$148.4M
QQQINVESCO QQQ TR SER 1
$137.9M
IVEiShares S&P Barra Value Index
$135.0M
GOOGLAlphabet Inc Class
$132.6M
Alphabet Inc Class C
$130.6M
AQLTiShares Core MSCI EAFE
$117.7M
VWOVanguard FTSE Emerging Mkts ET
$102.6M
VTIVanguard Tot Stock Mrkt ETF
$98.4M
VVisa Inc Class A Shares
$90.9M
IVWiShares S&P 500 Growth
$89.2M
IWMiShares Russell 2000 Index
$88.1M
IEMGiShares Core MSCI Emerging Mkt
$79.3M
BRK/BBerkshire Hathaway Class B
$76.8M
HDHome Depot Inc
$74.4M
JPMJP Morgan Chase & Co
$72.2M
PGProcter & Gamble Co
$71.4M
JNJJohnson and Johnson
$70.5M
RSPInvesco S&P 500 Equal Weight E
$69.3M
QCOMQualcomm Incorporated
$68.3M
IJKiShares S&P Mid Cap 400 Growth
$66.8M
SDYSPDR S&P Dividend ETF
$66.0M
ABBVAbbvie Inc
$64.0M
SHWSherwin Williams Company
$63.9M
IWDiShares Russell 1000 Value Ind
$53.4M
SCHGSchwab US Large Cap Growth
$52.3M
PPAInvesco Aerospace Defense ETF
$50.9M
RTXRTX Corp
$47.7M
Cisco Systems Inc
$47.2M
PEPPepsico Inc
$46.8M
TSMTaiwan Manufacturing Inc
$45.6M
MAMastercard
$45.1M
ABTAbbott Labs
$42.7M
HONHoneywell Intl Inc
$41.8M
ACNAccenture PLC Cl A
$41.5M
XLKSPDR Technology Index
$40.4M
IJJiShares S&P Mid Cap 400 Value
$40.3M
CBChubb Ltd
$38.0M
ORCLOracle Corp
$37.5M
VZVerizon Communicatons Com
$37.2M
BACBank of America Corp
$37.0M
IWNiShares Russell 2000 Value Ind
$36.4M
MCDMcDonalds Corp
$36.3M
VUGVanguard Growth ETF
$36.2M
XOMExxon Mobil Corp COM
$33.6M
ETNEaton Corp Plc
$33.4M
CVXCHEVRON CORPORATION
$31.9M
WMTWalmart Inc
$31.7M
VHTVanguard Health Care ETF
$31.5M
VTWGVanguard Russell 1000 ETF
$31.4M
SCHDSchwab US Dividend Equity
$31.1M
XLVSPDR Health Care Select
$29.1M
PANWPalo Alto Networks Inc.
$28.5M
KOCOCA COLA COM
$28.4M
EFAiShares MSCI EAFE Index
$28.0M
IWRiShares Russell Mid Cap Index
$27.2M
VBVanguard Small Cap ETF
$27.1M
SYKStryker Corp
$26.5M
IWOiShares Russell 2000 Growth In
$26.2M
VTVVanguard Value ETF
$26.0M
UNPUnion Pacific Corp
$25.2M
Dimensional International Cr E
$24.1M
SCHFSchwab International Equity
$24.1M
SCHVSchwab US Large Cap Value
$24.0M
COWZPacer US Cash Cows 100 ETF
$23.8M
LOWLOWES COMPANIES INC
$23.0M
MRKMerck & Co
$22.6M
IWBiShares Russell 1000
$22.4M
AMTAmerican Tower
$22.3M
Intercontinental Exchange, Inc
$22.3M
AKAFAptus Collared Income Opportun
$21.6M
VOVanguard Mid Cap Vipers Index
$21.5M
MDLZMondelez International Inc
$20.6M
HSYHershey Foods Corp
$20.3M
ZTSZoetis Inc
$20.1M
TSLATesla Inc.
$20.1M
EPSWisdomTree Large Cap Dividend
$19.4M
PFEPfizer Inc
$19.2M
LMTLockheed Martin
$18.8M
TD SPX 2-21-25 15 buff
$18.7M
COPConocoPhillips
$18.5M
VanEck Morningstar Wide Moat E
$18.5M
SCHXSchwab US Large Cap ETF
$18.4M
DWDMORGAN STANLEY DEAN WITTER & C
$17.8M
AMDAdvanced Micro Devices Inc.
$17.5M
EPDEnterprise Products Ptnrs
$17.3M
GSLCGS Activebeta Large Cap ETF
$16.8M
GEGENERAL ELEC CO REG SHS
$16.6M
WQTMWisdomtree Midcap Dividend
$16.1M
FT Cboe Vest U.S. Eq Mod Buffr
$16.0M
IJSiShares S&P Small Cap 600 Valu
$15.9M
BSXBoston Scientific Corp
$15.9M
SCZiShares MSCI EAFE Small Cap In
$15.3M
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