Mesirow Financial Investment Management, Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$5.0T
Holdings
596
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (596 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 946,198 | $428.9B | 8.52% | |
| 2 | MOATVANECK ETF TRUST | 3,500,055 | $324.5B | 6.45% | |
| 3 | AAPLAPPLE INC | 1,100,235 | $275.5B | 5.47% | |
| 4 | IJRISHARES TR | 1,459,071 | $168.1B | 3.34% | |
| 5 | IVVISHARES TR | 233,720 | $137.6B | 2.73% | |
| 6 | MSFTMICROSOFT CORP | 315,952 | $133.2B | 2.65% | |
| 7 | ITOTISHARES TR | 1,011,009 | $130.0B | 2.58% | |
| 8 | GOOGALPHABET INC | 575,009 | $109.5B | 2.18% | |
| 9 | VOOVANGUARD INDEX FDS | 196,605 | $105.9B | 2.10% | |
| 10 | AMZNAMAZON COM INC | 417,887 | $91.7B | 1.82% | |
| 11 | SPYSPDR S&P 500 ETF TR | 140,724 | $82.5B | 1.64% | |
| 12 | GOOGLALPHABET INC | 410,954 | $77.8B | 1.55% | |
| 13 | IWFISHARES TR | 192,657 | $77.4B | 1.54% | |
| 14 | JPMJPMORGAN CHASE & CO. | 319,048 | $76.5B | 1.52% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 562,273 | $71.7B | 1.42% | |
| 16 | UNPUNION PAC CORP | 262,914 | $60.0B | 1.19% | |
| 17 | GQ9SPDR GOLD TR | 237,957 | $57.6B | 1.14% | |
| 18 | AVGOBROADCOM INC | 239,058 | $55.4B | 1.10% | |
| 19 | FPAGINVESTMENT MANAGERS SER TR I | 1,643,464 | $49.8B | 0.99% | |
| 20 | IWRISHARES TR | 549,734 | $48.6B | 0.97% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 90,841 | $47.3B | 0.94% | |
| 22 | VXUSVANGUARD STAR FDS | 760,525 | $44.8B | 0.89% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 45,984 | $42.1B | 0.84% | |
| 24 | LOWLOWES COS INC | 166,700 | $41.1B | 0.82% | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 814,066 | $38.9B | 0.77% | |
| 26 | IWDISHARES TR | 208,636 | $38.6B | 0.77% | |
| 27 | FDXFEDEX CORP | 135,539 | $38.1B | 0.76% | |
| 28 | BACBANK AMERICA CORP | 836,784 | $36.8B | 0.73% | |
| 29 | ACNACCENTURE PLC IRELAND | 102,055 | $35.9B | 0.71% | |
| 30 | CATCATERPILLAR INC | 97,636 | $35.4B | 0.70% | |
| 31 | AORISHARES TR | 611,306 | $35.0B | 0.70% | |
| 32 | RTXRTX CORPORATION | 298,202 | $34.5B | 0.69% | |
| 33 | VIGVANGUARD SPECIALIZED FUNDS | 175,853 | $34.4B | 0.68% | |
| 34 | PEPPEPSICO INC | 215,342 | $32.7B | 0.65% | |
| 35 | VTVVANGUARD INDEX FDS | 189,640 | $32.1B | 0.64% | |
| 36 | VUGVANGUARD INDEX FDS | 75,285 | $30.9B | 0.61% | |
| 37 | MAMASTERCARD INCORPORATED | 58,182 | $30.6B | 0.61% | |
| 38 | CRMSALESFORCE INC | 91,491 | $30.6B | 0.61% | |
| 39 | ABBVABBVIE INC | 169,472 | $30.1B | 0.60% | |
| 40 | IJHISHARES TR | 480,558 | $29.9B | 0.59% | |
| 41 | CVXCHEVRON CORP NEW | 204,938 | $29.7B | 0.59% | |
| 42 | EFAISHARES TR | 361,608 | $27.3B | 0.54% | |
| 43 | BRK-BBERKSHIRE HATHAWAY INC DEL | 40 | $27.2B | 0.54% | |
| 44 | IJJISHARES TR | 217,027 | $27.1B | 0.54% | |
| 45 | LINLINDE PLC | 64,513 | $27.0B | 0.54% | |
| 46 | VCSHVANGUARD SCOTTSDALE FDS | 338,550 | $26.4B | 0.52% | |
| 47 | DISDISNEY WALT CO | 226,380 | $25.2B | 0.50% | |
| 48 | JJACOBS SOLUTIONS INC | 186,879 | $25.0B | 0.50% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 49,161 | $24.9B | 0.49% | |
| 50 | FITBFIFTH THIRD BANCORP | 586,337 | $24.8B | 0.49% | |
| 51 | TCAFT ROWE PRICE ETF INC | 741,600 | $24.7B | 0.49% | |
| 52 | GALSSGA ACTIVE ETF TR | 549,790 | $24.3B | 0.48% | |
| 53 | METAMETA PLATFORMS INC | 39,382 | $23.1B | 0.46% | |
| 54 | VOEVANGUARD INDEX FDS | 141,317 | $22.9B | 0.45% | |
| 55 | TELTE CONNECTIVITY PLC | 158,993 | $22.7B | 0.45% | |
| 56 | BLKBLACKROCK INC | 22,041 | $22.6B | 0.45% | |
| 57 | AXPAMERICAN EXPRESS CO | 75,267 | $22.3B | 0.44% | |
| 58 | AQLTISHARES TR | 317,270 | $22.3B | 0.44% | |
| 59 | VTIVANGUARD INDEX FDS | 75,721 | $21.9B | 0.44% | |
| 60 | MGCVANGUARD WORLD FD | 103,019 | $21.9B | 0.44% | |
| 61 | WMTWALMART INC | 240,564 | $21.7B | 0.43% | |
| 62 | VOVANGUARD INDEX FDS | 81,235 | $21.5B | 0.43% | |
| 63 | VTVANGUARD INTL EQUITY INDEX F | 178,806 | $21.0B | 0.42% | |
| 64 | SHYISHARES TR | 245,727 | $20.1B | 0.40% | |
| 65 | IWMISHARES TR | 90,767 | $20.1B | 0.40% | |
| 66 | HDHOME DEPOT INC | 50,717 | $19.7B | 0.39% | |
| 67 | ORCLORACLE CORP | 116,463 | $19.4B | 0.39% | |
| 68 | ABTABBOTT LABS | 168,986 | $19.1B | 0.38% | |
| 69 | IVEISHARES TR | 98,256 | $18.8B | 0.37% | |
| 70 | JNJJOHNSON & JOHNSON | 123,890 | $17.9B | 0.36% | |
| 71 | IVWISHARES TR | 165,068 | $16.8B | 0.33% | |
| 72 | IWPISHARES TR | 131,751 | $16.7B | 0.33% | |
| 73 | VONGVANGUARD SCOTTSDALE FDS | 147,203 | $15.2B | 0.30% | |
| 74 | EEMISHARES TR | 355,916 | $14.9B | 0.30% | |
| 75 | NDQINVESCO QQQ TR | 28,677 | $14.7B | 0.29% | |
| 76 | MDYSPDR S&P MIDCAP 400 ETF TR | 25,593 | $14.6B | 0.29% | |
| 77 | VOOVVANGUARD ADMIRAL FDS INC | 77,524 | $14.3B | 0.28% | |
| 78 | NVDANVIDIA CORPORATION | 105,719 | $14.2B | 0.28% | |
| 79 | EPDENTERPRISE PRODS PARTNERS L | 450,396 | $14.1B | 0.28% | |
| 80 | IBDQISHARES TR | 557,249 | $14.0B | 0.28% | |
| 81 | VUSBVANGUARD BD INDEX FDS | 278,418 | $13.8B | 0.27% | |
| 82 | SDYSPDR SER TR | 102,613 | $13.6B | 0.27% | |
| 83 | SBUXSTARBUCKS CORP | 148,310 | $13.5B | 0.27% | |
| 84 | IEMGISHARES INC | 257,248 | $13.4B | 0.27% | |
| 85 | HLTHILTON WORLDWIDE HLDGS INC | 52,214 | $12.9B | 0.26% | |
| 86 | ADBEADOBE INC | 28,852 | $12.8B | 0.25% | |
| 87 | KOCOCA COLA CO | 205,571 | $12.8B | 0.25% | |
| 88 | MCDMCDONALDS CORP | 43,600 | $12.6B | 0.25% | |
| 89 | LLYELI LILLY & CO | 16,046 | $12.4B | 0.25% | |
| 90 | AOAISHARES TR | 159,818 | $12.2B | 0.24% | |
| 91 | ALSALLSTATE CORP | 62,764 | $12.1B | 0.24% | |
| 92 | IBDRISHARES TR | 492,853 | $11.9B | 0.24% | |
| 93 | SCHDSCHWAB STRATEGIC TR | 429,664 | $11.7B | 0.23% | |
| 94 | GPNGLOBAL PMTS INC | 99,510 | $11.2B | 0.22% | |
| 95 | COPCONOCOPHILLIPS | 112,310 | $11.1B | 0.22% | |
| 96 | PGPROCTER AND GAMBLE CO | 65,149 | $10.9B | 0.22% | |
| 97 | SUBISHARES TR | 102,264 | $10.8B | 0.21% | |
| 98 | IAU*ISHARES GOLD TR | 215,570 | $10.7B | 0.21% | |
| 99 | MDTMEDTRONIC PLC | 133,227 | $10.6B | 0.21% | |
| 100 | HONHONEYWELL INTL INC | 46,262 | $10.5B | 0.21% |
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