NorthRock Partners, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.1T

Holdings

593

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (593 positions)

StockValue
SPYVSPDR SER TR
$225.3M
SPYMSPDR SER TR
$222.0M
VGSHVANGUARD SCOTTSDALE FDS
$210.1M
SPYSPDR S&P 500 ETF TR
$202.9M
AAPLAPPLE INC
$179.4M
SPYGSPDR SER TR
$175.7M
SGOVISHARES TR
$170.2M
MDYVSPDR SER TR
$106.7M
MDYGSPDR SER TR
$86.8M
NVDANVIDIA CORPORATION
$64.9M
SLYVSPDR SER TR
$64.5M
VOOVANGUARD INDEX FDS
$60.6M
MSFTMICROSOFT CORP
$59.2M
SLYGSPDR SER TR
$57.0M
IWFISHARES TR
$48.3M
JMSTJ P MORGAN EXCHANGE TRADED F
$34.8M
MDLZMONDELEZ INTL INC
$32.7M
AMZNAMAZON COM INC
$32.3M
EFAISHARES TR
$28.1M
4I1PHILIP MORRIS INTL INC
$25.5M
TSLATESLA INC
$24.1M
IWBISHARES TR
$23.9M
BUFRFIRST TR EXCHNG TRADED FD VI
$23.1M
GOOGLALPHABET INC
$22.9M
IEMGISHARES INC
$20.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$18.8M
METAMETA PLATFORMS INC
$18.8M
ATDATI INC
$18.3M
VTIVANGUARD INDEX FDS
$16.7M
BILSPDR SER TR
$15.5M
A4SAMERIPRISE FINL INC
$13.7M
DYHTARGET CORP
$13.2M
KDPKEURIG DR PEPPER INC
$13.0M
ABBVABBVIE INC
$12.9M
JPMJPMORGAN CHASE & CO.
$12.8M
IWPISHARES TR
$12.2M
GOOGALPHABET INC
$12.1M
MOALTRIA GROUP INC
$12.0M
AVGOBROADCOM INC
$11.4M
NDQINVESCO QQQ TR
$10.7M
IVVISHARES TR
$10.7M
SCHXSCHWAB STRATEGIC TR
$10.6M
LLYELI LILLY & CO
$10.1M
COSTCOSTCO WHSL CORP NEW
$9.8M
PGPROCTER AND GAMBLE CO
$8.2M
VVISA INC
$8.0M
VIGVANGUARD SPECIALIZED FUNDS
$8.0M
NFLXNETFLIX INC
$7.8M
KHCKRAFT HEINZ CO
$7.7M
URBNURBAN OUTFITTERS INC
$7.6M
CRMSALESFORCE INC
$7.5M
IWDISHARES TR
$6.7M
IVWISHARES TR
$6.7M
HDHOME DEPOT INC
$6.3M
MCDMCDONALDS CORP
$6.3M
UNHUNITEDHEALTH GROUP INC
$6.2M
JNJJOHNSON & JOHNSON
$6.0M
CVXCHEVRON CORP NEW
$5.8M
WMTWALMART INC
$5.8M
SYKSTRYKER CORPORATION
$5.6M
XOMEXXON MOBIL CORP
$5.6M
EMXCISHARES INC
$5.5M
EFVISHARES TR
$5.5M
MAMASTERCARD INCORPORATED
$5.4M
WFCWELLS FARGO CO NEW
$5.3M
ORCLORACLE CORP
$5.2M
ABTABBOTT LABS
$5.2M
EFGISHARES TR
$5.0M
AXPAMERICAN EXPRESS CO
$5.0M
CAHCARDINAL HEALTH INC
$4.8M
IBMINTERNATIONAL BUSINESS MACHS
$4.7M
PGRPROGRESSIVE CORP
$4.5M
PEPPEPSICO INC
$4.5M
SDYSPDR SER TR
$4.4M
BABOEING CO
$4.1M
BACBANK AMERICA CORP
$4.0M
SSENTINELONE INC
$4.0M
CATCATERPILLAR INC
$3.6M
VUGVANGUARD INDEX FDS
$3.6M
XLKSELECT SECTOR SPDR TR
$3.6M
MRKMERCK & CO INC
$3.6M
VXFVANGUARD INDEX FDS
$3.5M
ABNBAIRBNB INC
$3.5M
HWKNHAWKINS INC
$3.4M
VGTVANGUARD WORLD FD
$3.4M
CSCOCISCO SYS INC
$3.3M
AMDADVANCED MICRO DEVICES INC
$3.3M
DISDISNEY WALT CO
$3.2M
ITWILLINOIS TOOL WKS INC
$3.1M
ADBEADOBE INC
$3.1M
KOCOCA COLA CO
$3.0M
RTXRTX CORPORATION
$3.0M
AAPLAPPLE INC
$3.0M
AQLTISHARES TR
$3.0M
VEAVANGUARD TAX-MANAGED FDS
$3.0M
IJTISHARES TR
$2.9M
IWRISHARES TR
$2.7M
AMGNAMGEN INC
$2.7M
IJRISHARES TR
$2.5M
LOWLOWES COS INC
$2.5M
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