MAI Capital Management Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$13.5B

Holdings

3,327

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (3,327 positions)

StockValue
IWOISHARES TR
$29.4M
PFFISHARES TR
$28.7M
VOVANGUARD INDEX FDS
$28.1M
KOCOCA COLA CO
$27.4M
XFEBFIRST TR EXCH TRADED FD III
$27.2M
BSCSINVESCO EXCH TRD SLF IDX FD
$26.7M
XLVSELECT SECTOR SPDR TR
$26.7M
AXPAMERICAN EXPRESS CO
$26.5M
COWZPACER FDS TR
$26.0M
IAU*ISHARES GOLD TR
$25.7M
IWBISHARES TR
$25.5M
DFAIDIMENSIONAL ETF TRUST
$25.5M
SCHVSCHWAB STRATEGIC TR
$25.2M
AVUVAMERICAN CENTY ETF TR
$24.6M
SCHOSCHWAB STRATEGIC TR
$24.5M
LOWLOWES COS INC
$23.6M
JEPIJ P MORGAN EXCHANGE TRADED F
$23.4M
SCHBSCHWAB STRATEGIC TR
$22.6M
STIPISHARES TR
$22.3M
BSCTINVESCO EXCH TRD SLF IDX FD
$21.8M
DISDISNEY WALT CO
$21.0M
DWDMORGAN STANLEY
$20.8M
BLKBLACKROCK INC
$20.5M
DLNWISDOMTREE TR
$20.5M
GBDCGOLUB CAP BDC INC
$20.4M
EPDENTERPRISE PRODS PARTNERS L
$20.1M
ADBEADOBE INC
$20.1M
MDLZMONDELEZ INTL INC
$19.9M
IJSISHARES TR
$19.6M
LMTLOCKHEED MARTIN CORP
$19.5M
IGFISHARES TR
$19.2M
AMTAMERICAN TOWER CORP NEW
$19.1M
ICEINTERCONTINENTAL EXCHANGE IN
$18.9M
GSLCGOLDMAN SACHS ETF TR
$18.8M
AMGNAMGEN INC
$18.5M
MRKMERCK & CO INC
$18.5M
MOATVANECK ETF TRUST
$18.5M
SCHMSCHWAB STRATEGIC TR
$18.2M
GEGE AEROSPACE
$18.2M
COPCONOCOPHILLIPS
$17.9M
PJTPJT PARTNERS INC
$17.8M
VOTVANGUARD INDEX FDS
$17.8M
DFAUDIMENSIONAL ETF TRUST
$17.6M
BIVVANGUARD BD INDEX FDS
$17.3M
SOSOUTHERN CO
$17.2M
DONWISDOMTREE TR
$17.1M
RWJINVESCO EXCH TRADED FD TR II
$16.9M
ZTSZOETIS INC
$16.8M
VNQVANGUARD INDEX FDS
$16.8M
BSXBOSTON SCIENTIFIC CORP
$16.5M
SHYGISHARES TR
$16.1M
DGROISHARES TR
$16.1M
WMWASTE MGMT INC DEL
$16.0M
TJXTJX COS INC NEW
$16.0M
SCZISHARES TR
$15.8M
IWPISHARES TR
$15.6M
CRMSALESFORCE INC
$15.5M
ISRGINTUITIVE SURGICAL INC
$15.5M
GSGOLDMAN SACHS GROUP INC
$15.3M
MBBISHARES TR
$14.9M
VXUSVANGUARD STAR FDS
$14.8M
BSCUINVESCO EXCH TRD SLF IDX FD
$14.7M
ASMLASML HOLDING N V
$14.7M
PGRPROGRESSIVE CORP
$14.6M
ETENERGY TRANSFER L P
$14.6M
CBRECBRE GROUP INC
$14.5M
LQDISHARES TR
$14.5M
ANETARISTA NETWORKS INC
$14.5M
BNBROOKFIELD CORP
$13.9M
USFRWISDOMTREE TR
$13.9M
IBMINTERNATIONAL BUSINESS MACHS
$13.8M
NOWSERVICENOW INC
$13.6M
XLFISELECT SECTOR SPDR TR
$13.6M
XLESELECT SECTOR SPDR TR
$13.4M
XLISELECT SECTOR SPDR TR
$13.4M
XLRESELECT SECTOR SPDR TR
$13.2M
NEENEXTERA ENERGY INC
$13.0M
WFCWELLS FARGO CO NEW
$12.9M
IJTISHARES TR
$12.7M
FWONALIBERTY MEDIA CORP DEL
$12.7M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$12.6M
IBBISHARES TR
$12.5M
ADPAUTOMATIC DATA PROCESSING IN
$12.3M
VVVANGUARD INDEX FDS
$12.2M
LINLINDE PLC
$12.2M
FNDFSCHWAB STRATEGIC TR
$12.1M
CRWDCROWDSTRIKE HLDGS INC
$12.0M
CMECME GROUP INC
$12.0M
FTECFIDELITY COVINGTON TRUST
$12.0M
OBDCBLUE OWL CAPITAL CORPORATION
$11.9M
MLPXGLOBAL X FDS
$11.9M
ERIEERIE INDTY CO
$11.8M
AMDADVANCED MICRO DEVICES INC
$11.8M
AQLTISHARES TR
$11.7M
TMOTHERMO FISHER SCIENTIFIC INC
$11.7M
FXLFIRST TR EXCHANGE TRADED FD
$11.6M
DHRDANAHER CORPORATION
$11.6M
OTISOTIS WORLDWIDE CORP
$11.6M
XLFSELECT SECTOR SPDR TR
$11.6M
SCHASCHWAB STRATEGIC TR
$11.5M
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