Mesirow Financial Investment Management, Inc. Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$5.2T
Holdings
593
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (593 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 942,730 | $502.1B | 9.73% | |
| 2 | AAPLAPPLE INC | 1,102,812 | $245.0B | 4.75% | |
| 3 | MOATVANECK ETF TRUST | 2,746,441 | $241.7B | 4.68% | |
| 4 | ITOTISHARES TR | 1,908,118 | $232.8B | 4.51% | |
| 5 | IJRISHARES TR | 1,469,726 | $153.7B | 2.98% | |
| 6 | IVVISHARES TR | 234,620 | $131.9B | 2.56% | |
| 7 | MSFTMICROSOFT CORP | 313,580 | $117.7B | 2.28% | |
| 8 | VOOVANGUARD INDEX FDS | 198,821 | $102.2B | 1.98% | |
| 9 | IWRISHARES TR | 1,119,648 | $95.2B | 1.85% | |
| 10 | GOOGALPHABET INC | 590,871 | $92.3B | 1.79% | |
| 11 | SPYSPDR S&P 500 ETF TR | 141,781 | $79.3B | 1.54% | |
| 12 | JPMJPMORGAN CHASE & CO. | 315,978 | $77.5B | 1.50% | |
| 13 | AMZNAMAZON COM INC | 405,799 | $77.2B | 1.50% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 566,079 | $73.0B | 1.41% | |
| 15 | GQ9SPDR GOLD TR | 243,248 | $70.1B | 1.36% | |
| 16 | FPAGINVESTMENT MANAGERS SER TR I | 2,329,383 | $70.0B | 1.36% | |
| 17 | IWFISHARES TR | 191,203 | $69.0B | 1.34% | |
| 18 | IJHISHARES TR | 1,141,072 | $66.6B | 1.29% | |
| 19 | GOOGLALPHABET INC | 399,345 | $61.8B | 1.20% | |
| 20 | EFAISHARES TR | 716,012 | $58.5B | 1.13% | |
| 21 | VXUSVANGUARD STAR FDS | 804,337 | $49.9B | 0.97% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 48,291 | $45.7B | 0.89% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 88,048 | $43.8B | 0.85% | |
| 24 | SHYISHARES TR | 507,326 | $42.0B | 0.81% | |
| 25 | RTXRTX CORPORATION | 294,259 | $39.0B | 0.76% | |
| 26 | AVGOBROADCOM INC | 230,159 | $38.5B | 0.75% | |
| 27 | LOWLOWES COS INC | 163,338 | $38.1B | 0.74% | |
| 28 | VIGVANGUARD SPECIALIZED FUNDS | 187,952 | $36.5B | 0.71% | |
| 29 | AORISHARES TR | 603,069 | $34.7B | 0.67% | |
| 30 | BACBANK AMERICA CORP | 827,408 | $34.5B | 0.67% | |
| 31 | VTVVANGUARD INDEX FDS | 198,609 | $34.3B | 0.66% | |
| 32 | CVXCHEVRON CORP NEW | 204,153 | $34.2B | 0.66% | |
| 33 | ABBVABBVIE INC | 160,196 | $33.6B | 0.65% | |
| 34 | FDXFEDEX CORP | 133,919 | $32.6B | 0.63% | |
| 35 | IWPISHARES TR | 275,786 | $32.4B | 0.63% | |
| 36 | VEAVANGUARD TAX-MANAGED FDS | 635,302 | $32.3B | 0.63% | |
| 37 | PEPPEPSICO INC | 214,844 | $32.2B | 0.62% | |
| 38 | BRK-BBERKSHIRE HATHAWAY INC DEL | 40 | $31.9B | 0.62% | |
| 39 | CATCATERPILLAR INC | 95,628 | $31.5B | 0.61% | |
| 40 | MAMASTERCARD INCORPORATED | 57,478 | $31.5B | 0.61% | |
| 41 | ACNACCENTURE PLC IRELAND | 100,750 | $31.4B | 0.61% | |
| 42 | UNPUNION PAC CORP | 126,858 | $30.0B | 0.58% | |
| 43 | LINLINDE PLC | 63,369 | $29.5B | 0.57% | |
| 44 | VUGVANGUARD INDEX FDS | 77,853 | $28.9B | 0.56% | |
| 45 | TCAFT ROWE PRICE ETF INC | 882,550 | $28.5B | 0.55% | |
| 46 | IEMGISHARES INC | 503,098 | $27.2B | 0.53% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 343,690 | $27.1B | 0.53% | |
| 48 | IJJISHARES TR | 215,184 | $25.8B | 0.50% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 49,180 | $25.8B | 0.50% | |
| 50 | AQLTISHARES TR | 332,669 | $25.2B | 0.49% | |
| 51 | CRMSALESFORCE INC | 90,962 | $24.4B | 0.47% | |
| 52 | GALSSGA ACTIVE ETF TR | 540,461 | $24.2B | 0.47% | |
| 53 | FITBFIFTH THIRD BANCORP | 581,754 | $22.8B | 0.44% | |
| 54 | VOEVANGUARD INDEX FDS | 141,261 | $22.7B | 0.44% | |
| 55 | DISDISNEY WALT CO | 225,996 | $22.3B | 0.43% | |
| 56 | ABTABBOTT LABS | 168,090 | $22.3B | 0.43% | |
| 57 | SGOVISHARES TR | 221,352 | $22.3B | 0.43% | |
| 58 | IAU*ISHARES GOLD TR | 375,528 | $22.1B | 0.43% | |
| 59 | JJACOBS SOLUTIONS INC | 182,334 | $22.0B | 0.43% | |
| 60 | METAMETA PLATFORMS INC | 37,803 | $21.8B | 0.42% | |
| 61 | TELTE CONNECTIVITY PLC | 152,860 | $21.6B | 0.42% | |
| 62 | WMTWALMART INC | 243,879 | $21.4B | 0.41% | |
| 63 | MGCVANGUARD WORLD FD | 105,178 | $21.2B | 0.41% | |
| 64 | VTIVANGUARD INDEX FDS | 77,017 | $21.2B | 0.41% | |
| 65 | VOVANGUARD INDEX FDS | 81,677 | $21.1B | 0.41% | |
| 66 | VTVANGUARD INTL EQUITY INDEX F | 180,695 | $21.0B | 0.41% | |
| 67 | BLKBLACKROCK INC | 22,061 | $20.9B | 0.40% | |
| 68 | AXPAMERICAN EXPRESS CO | 76,147 | $20.5B | 0.40% | |
| 69 | JNJJOHNSON & JOHNSON | 122,262 | $20.3B | 0.39% | |
| 70 | XOMEXXON MOBIL CORP | 166,532 | $19.8B | 0.38% | |
| 71 | IWMISHARES TR | 94,510 | $18.9B | 0.37% | |
| 72 | HDHOME DEPOT INC | 51,388 | $18.8B | 0.36% | |
| 73 | IVEISHARES TR | 98,420 | $18.8B | 0.36% | |
| 74 | ORCLORACLE CORP | 119,954 | $16.8B | 0.33% | |
| 75 | VOOVVANGUARD ADMIRAL FDS INC | 86,284 | $15.9B | 0.31% | |
| 76 | IBDQISHARES TR | 610,972 | $15.4B | 0.30% | |
| 77 | EPDENTERPRISE PRODS PARTNERS L | 449,756 | $15.4B | 0.30% | |
| 78 | EEMISHARES TR | 350,749 | $15.3B | 0.30% | |
| 79 | IVWISHARES TR | 163,931 | $15.2B | 0.29% | |
| 80 | KOCOCA COLA CO | 207,471 | $14.9B | 0.29% | |
| 81 | VONGVANGUARD SCOTTSDALE FDS | 157,624 | $14.6B | 0.28% | |
| 82 | MDYSPDR S&P MIDCAP 400 ETF TR | 26,716 | $14.3B | 0.28% | |
| 83 | NDQINVESCO QQQ TR | 30,166 | $14.1B | 0.27% | |
| 84 | SDYSPDR SER TR | 104,104 | $14.1B | 0.27% | |
| 85 | MCDMCDONALDS CORP | 44,903 | $14.0B | 0.27% | |
| 86 | VUSBVANGUARD BD INDEX FDS | 280,885 | $14.0B | 0.27% | |
| 87 | IBDRISHARES TR | 553,501 | $13.4B | 0.26% | |
| 88 | DIMWISDOMTREE TR | 199,804 | $13.2B | 0.26% | |
| 89 | SBUXSTARBUCKS CORP | 134,321 | $13.2B | 0.26% | |
| 90 | ALSALLSTATE CORP | 62,914 | $13.0B | 0.25% | |
| 91 | LLYELI LILLY & CO | 15,671 | $12.9B | 0.25% | |
| 92 | AOAISHARES TR | 166,710 | $12.8B | 0.25% | |
| 93 | SCHDSCHWAB STRATEGIC TR | 438,761 | $12.3B | 0.24% | |
| 94 | MDTMEDTRONIC PLC | 133,135 | $12.0B | 0.23% | |
| 95 | COPCONOCOPHILLIPS | 112,998 | $11.9B | 0.23% | |
| 96 | HLTHILTON WORLDWIDE HLDGS INC | 52,006 | $11.8B | 0.23% | |
| 97 | PGPROCTER AND GAMBLE CO | 67,999 | $11.6B | 0.22% | |
| 98 | NVDANVIDIA CORPORATION | 105,468 | $11.4B | 0.22% | |
| 99 | ADBEADOBE INC | 29,584 | $11.3B | 0.22% | |
| 100 | VVISA INC | 31,959 | $11.2B | 0.22% |
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