Rockefeller Capital Management L.P. Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$38.6T

Holdings

1,652

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,652 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
2,473,683$1.4T3.75%
2
AAPLAPPLE INC
5,725,239$1.4T3.71%
3
MSFTMICROSOFT CORP
2,820,942$1.2T3.08%
4
AMZNAMAZON COM INC
4,600,110$1.0T2.61%
5
NVDANVIDIA CORPORATION
6,850,521$921.2B2.39%
6
RSMCTIDAL TRUST III
28,967,794$739.0B1.91%
7
RGEFTIDAL TRUST III
29,221,329$721.9B1.87%
8
GOOGLALPHABET INC
3,811,437$721.3B1.87%
9
VOOVANGUARD INDEX FDS
1,141,571$615.1B1.59%
10
AVGOBROADCOM INC
2,567,576$602.6B1.56%
11
JPMJPMORGAN CHASE & CO.
1,888,376$452.5B1.17%
12
NDQINVESCO QQQ TR
870,077$444.7B1.15%
13
IVVISHARES TR
738,566$434.6B1.13%
14
METAMETA PLATFORMS INC
699,039$409.0B1.06%
15
VVISA INC
1,103,399$348.6B0.90%
16
GOOGALPHABET INC
1,788,619$340.4B0.88%
17
COSTCOSTCO WHSL CORP NEW
343,614$314.7B0.81%
18
IWFISHARES TR
754,348$302.7B0.78%
19
LLYELI LILLY & CO
376,024$290.3B0.75%
20
VTVANGUARD INTL EQUITY INDEX F
2,422,025$284.5B0.74%
21
HDHOME DEPOT INC
635,859$247.3B0.64%
22
TSLATESLA INC
533,539$215.0B0.56%
23
ORCLORACLE CORP
1,288,328$214.7B0.56%
24
RGAREINSURANCE GRP OF AMERICA I
956,186$204.3B0.53%
25
UNHUNITEDHEALTH GROUP INC
397,062$200.8B0.52%
26
IWMISHARES TR
902,588$199.4B0.52%
27
RSPINVESCO EXCHANGE TRADED FD T
1,137,106$199.3B0.52%
28
XLKSELECT SECTOR SPDR TR
848,092$197.1B0.51%
29
IWDISHARES TR
1,016,460$188.2B0.49%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
399,789$181.2B0.47%
31
CRMSALESFORCE INC
539,417$180.3B0.47%
32
VTIVANGUARD INDEX FDS
591,950$171.6B0.44%
33
IJRISHARES TR
1,471,986$169.6B0.44%
34
GQ9SPDR GOLD TR
695,083$168.2B0.44%
35
UBERUBER TECHNOLOGIES INC
2,736,825$165.1B0.43%
36
MCDMCDONALDS CORP
551,151$159.8B0.41%
37
ACNACCENTURE PLC IRELAND
453,761$159.6B0.41%
38
XOMEXXON MOBIL CORP
1,465,026$157.6B0.41%
39
BLKBLACKROCK INC
153,160$157.0B0.41%
40
SHELSHELL PLC
2,494,415$156.3B0.40%
41
CVXCHEVRON CORP NEW
1,048,170$151.8B0.39%
42
VGTVANGUARD WORLD FD
243,473$151.3B0.39%
43
TMOTHERMO FISHER SCIENTIFIC INC
288,834$150.3B0.39%
44
NEENEXTERA ENERGY INC
2,086,149$149.5B0.39%
45
VEAVANGUARD TAX-MANAGED FDS
3,092,863$148.0B0.38%
46
PANWPALO ALTO NETWORKS INC
785,396$142.9B0.37%
47
IJHISHARES TR
2,278,719$142.0B0.37%
48
WMTWALMART INC
1,546,460$139.6B0.36%
49
VIGVANGUARD SPECIALIZED FUNDS
698,272$136.7B0.35%
50
ABBVABBVIE INC
763,377$135.7B0.35%
51
AMDADVANCED MICRO DEVICES INC
1,115,628$134.8B0.35%
52
VUGVANGUARD INDEX FDS
323,177$132.6B0.34%
53
EFAISHARES TR
1,736,502$131.3B0.34%
54
TAT&T INC
5,662,674$128.9B0.33%
55
CRWDCROWDSTRIKE HLDGS INC
376,050$128.7B0.33%
56
PGPROCTER AND GAMBLE CO
767,283$128.6B0.33%
57
VOVANGUARD INDEX FDS
481,904$127.3B0.33%
58
AXPAMERICAN EXPRESS CO
421,797$125.1B0.32%
59
TJXTJX COS INC NEW
1,006,524$121.6B0.31%
60
DISDISNEY WALT CO
1,088,934$121.3B0.31%
61
TSMTAIWAN SEMICONDUCTOR MFG LTD
604,726$119.4B0.31%
62
VOTVANGUARD INDEX FDS
465,014$118.0B0.31%
63
AMGNAMGEN INC
451,856$117.8B0.31%
64
MRKMERCK & CO INC
1,166,319$116.2B0.30%
65
PLTRPALANTIR TECHNOLOGIES INC
1,533,382$116.0B0.30%
66
AQLTISHARES TR
1,646,272$115.7B0.30%
67
KOCOCA COLA CO
1,853,295$115.4B0.30%
68
TELTE CONNECTIVITY PLC
790,955$113.1B0.29%
69
BXBLACKSTONE INC
653,155$112.5B0.29%
70
VTVVANGUARD INDEX FDS
662,295$112.1B0.29%
71
TLTISHARES TR
1,244,852$108.7B0.28%
72
HONHONEYWELL INTL INC
478,124$108.0B0.28%
73
LINLINDE PLC
255,136$106.8B0.28%
74
BACVERIZON COMMUNICATIONS INC
2,670,977$106.8B0.28%
75
NFLXNETFLIX INC
114,954$102.1B0.26%
76
DHRDANAHER CORPORATION
443,422$101.8B0.26%
77
CATCATERPILLAR INC
277,416$100.6B0.26%
78
CSCOCISCO SYS INC
1,691,506$100.1B0.26%
79
RMOPTIDAL TRUST III
3,925,346$99.6B0.26%
80
MAMASTERCARD INCORPORATED
183,348$96.5B0.25%
81
JNJJOHNSON & JOHNSON
663,053$95.9B0.25%
82
IBMINTERNATIONAL BUSINESS MACHS
436,157$95.9B0.25%
83
EMREMERSON ELEC CO
771,154$95.6B0.25%
84
AERAERCAP HOLDINGS NV
986,908$94.4B0.24%
85
VOEVANGUARD INDEX FDS
582,957$94.3B0.24%
86
PEPPEPSICO INC
615,790$93.7B0.24%
87
BDXBECTON DICKINSON & CO
410,405$93.1B0.24%
88
GEVGE VERNOVA INC
282,893$93.1B0.24%
89
EOGEOG RES INC
749,596$91.9B0.24%
90
ADIANALOG DEVICES INC
431,719$91.7B0.24%
91
VEUVANGUARD INTL EQUITY INDEX F
1,572,155$90.3B0.23%
92
ABTABBOTT LABS
794,752$89.9B0.23%
93
IBNICICI BANK LIMITED
3,004,414$89.7B0.23%
94
VWOVANGUARD INTL EQUITY INDEX F
1,945,304$85.7B0.22%
95
UNPUNION PAC CORP
370,154$84.4B0.22%
96
AZOAUTOZONE INC
26,150$83.7B0.22%
97
VBRVANGUARD INDEX FDS
422,177$83.7B0.22%
98
VBKVANGUARD INDEX FDS
297,502$83.3B0.22%
99
ISRGINTUITIVE SURGICAL INC
156,717$81.8B0.21%
100
ADBEADOBE INC
180,467$80.3B0.21%
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