NorthRock Partners, LLC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$1.2B

Holdings

411

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (411 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$187.3M
SPYVSPDR SER TR
$97.5M
SGOVISHARES TR
$81.3M
SPYGSPDR SER TR
$60.8M
AAPLAPPLE INC
$52.0M
MDYVSPDR SER TR
$45.5M
MDYGSPDR SER TR
$35.8M
MSFTMICROSOFT CORP
$29.2M
SLYVSPDR SER TR
$28.2M
IWFISHARES TR
$25.4M
SLYGSPDR SER TR
$24.2M
ATDATI INC
$22.2M
NVDANVIDIA CORPORATION
$18.7M
MDLZMONDELEZ INTL INC
$18.5M
EFAISHARES TR
$17.8M
DYHTARGET CORP
$17.7M
AMZNAMAZON COM INC
$13.8M
GOOGLALPHABET INC
$10.2M
KHCKRAFT HEINZ CO
$9.6M
A4SAMERIPRISE FINL INC
$9.0M
VTIVANGUARD INDEX FDS
$8.6M
METAMETA PLATFORMS INC
$8.4M
4I1PHILIP MORRIS INTL INC
$8.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.9M
JPMJPMORGAN CHASE & CO
$7.7M
BUFRFIRST TR EXCHNG TRADED FD VI
$7.6M
IWPISHARES TR
$6.6M
SCHXSCHWAB STRATEGIC TR
$5.6M
MOALTRIA GROUP INC
$5.4M
COSTCOSTCO WHSL CORP NEW
$5.0M
VVISA INC
$4.8M
LLYELI LILLY & CO
$4.6M
ABBVABBVIE INC
$4.6M
AVGOBROADCOM INC
$4.2M
MRKMERCK & CO INC
$4.2M
UNHUNITEDHEALTH GROUP INC
$4.0M
GOOGALPHABET INC
$4.0M
MCDMCDONALDS CORP
$3.9M
VIGVANGUARD SPECIALIZED FUNDS
$3.9M
NDQINVESCO QQQ TR
$3.8M
PGPROCTER AND GAMBLE CO
$3.7M
MAMASTERCARD INCORPORATED
$3.6M
XOMEXXON MOBIL CORP
$3.5M
WMTWALMART INC
$3.4M
HDHOME DEPOT INC
$3.2M
CRMSALESFORCE INC
$3.1M
IWMISHARES TR
$3.0M
NFLXNETFLIX INC
$3.0M
TSLATESLA INC
$3.0M
IWDISHARES TR
$3.0M
JNJJOHNSON & JOHNSON
$2.9M
BACBANK AMERICA CORP
$2.7M
ITWILLINOIS TOOL WKS INC
$2.7M
BABOEING CO
$2.6M
VXFVANGUARD INDEX FDS
$2.6M
IWBISHARES TR
$2.5M
PEPPEPSICO INC
$2.4M
VUGVANGUARD INDEX FDS
$2.4M
ADBEADOBE INC
$2.3M
ABTABBOTT LABS
$2.3M
ESTAESTABLISHMENT LABS HLDGS INC
$2.2M
CATCATERPILLAR INC
$2.1M
DISDISNEY WALT CO
$2.1M
CVXCHEVRON CORP NEW
$2.1M
ORCLORACLE CORP
$2.1M
AMDADVANCED MICRO DEVICES INC
$2.1M
TMOTHERMO FISHER SCIENTIFIC INC
$2.0M
SYKSTRYKER CORPORATION
$2.0M
HWKNHAWKINS INC
$1.9M
ACNACCENTURE PLC IRELAND
$1.8M
BMOBANK MONTREAL QUE
$1.8M
AAPLAPPLE INC
$1.7M
IJTISHARES TR
$1.7M
WFCWELLS FARGO CO NEW
$1.6M
VOOVANGUARD INDEX FDS
$1.6M
HONHONEYWELL INTL INC
$1.6M
VWOVANGUARD INTL EQUITY INDEX F
$1.6M
UNPUNION PAC CORP
$1.6M
KOCOCA COLA CO
$1.6M
CITCINTAS CORP
$1.6M
CSCOCISCO SYS INC
$1.6M
TSNTYSON FOODS INC
$1.5M
MDYSPDR S&P MIDCAP 400 ETF TR
$1.5M
SDYSPDR SER TR
$1.5M
IVVISHARES TR
$1.5M
DHRDANAHER CORPORATION
$1.5M
VEAVANGUARD TAX-MANAGED FDS
$1.4M
SPSMSPDR SER TR
$1.4M
KLACKLA CORP
$1.3M
AXPAMERICAN EXPRESS CO
$1.3M
SBUXSTARBUCKS CORP
$1.3M
EWEDWARDS LIFESCIENCES CORP
$1.3M
AMGNAMGEN INC
$1.3M
UPSUNITED PARCEL SERVICE INC
$1.3M
BKNGBOOKING HOLDINGS INC
$1.3M
GEGENERAL ELECTRIC CO
$1.3M
MSFTMICROSOFT CORP
$1.2M
LOWLOWES COS INC
$1.2M
MTDMETTLER TOLEDO INTERNATIONAL
$1.2M
CPSCOOPER STD HLDGS INC
$1.2M
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