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AlTi Global

Latest statistics and disclosures from AlTi Global's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001838615

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Portfolio Holdings for AlTi Global

AlTi Global holds 356 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Msci Eafe Etf (EFA)	15.7	$532M	5.5M	96.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.5	$322M	1.2M	277.15	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	8.4	$285M	5.9M	48.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.1	$241M	505k	477.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	6.7	$228M	2.2M	105.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$122M	515k	237.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.2	$107M	1.1M	98.59	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	3.0	$102M	3.7M	27.69	View chart
Exxon Mobil Corporation (XOM)	3.0	$101M	1.0M	100.01	View chart
Apple (AAPL)	1.8	$62M	324k	192.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.7	$58M	583k	98.96	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	1.4	$47M	2.2M	21.28	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$46M	1.2M	39.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$37M	85k	436.80	View chart
Uber Technologies (UBER)	1.1	$36M	587k	61.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$35M	248k	139.69	View chart
Microsoft Corporation (MSFT)	0.9	$29M	77k	376.04	View chart
Prologis (PLD)	0.8	$28M	207k	133.91	View chart
Chevron Corporation (CVX)	0.8	$27M	182k	149.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$25M	319k	79.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$25M	129k	191.17	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$24M	221k	108.41	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.7	$23M	308k	75.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$21M	43k	477.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$17M	147k	117.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$15M	107k	140.93	View chart
Goldman Sachs (GS)	0.4	$15M	38k	385.76	View chart
Oracle Corporation (ORCL)	0.4	$14M	131k	105.43	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$14M	475k	28.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$13M	143k	88.36	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.4	$12M	220k	56.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$12M	77k	157.79	View chart
Amazon (AMZN)	0.4	$12M	80k	151.94	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$12M	44k	273.74	View chart
Abbvie (ABBV)	0.4	$12M	77k	154.97	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$12M	256k	46.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$12M	45k	262.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$12M	33k	356.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$12M	28k	409.64	View chart
Cme (CME)	0.3	$11M	53k	215.85	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.3	$11M	263k	42.33	View chart
Verizon Communications (VZ)	0.3	$11M	288k	37.70	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$11M	104k	101.77	View chart
Morgan Stanley Com New (MS)	0.3	$10M	110k	93.25	View chart
Amgen (AMGN)	0.3	$10M	36k	288.02	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$10M	81k	124.97	View chart
Ishares Msci Brazil Etf (EWZ)	0.3	$10M	289k	34.96	View chart
PNC Financial Services (PNC)	0.3	$9.5M	62k	154.85	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$9.3M	106k	87.98	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$9.0M	108k	83.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$9.0M	239k	37.56	View chart
Tesla Motors (TSLA)	0.3	$8.8M	36k	248.48	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.3	$8.5M	245k	34.77	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.2	$8.4M	268k	31.49	View chart
Phillips 66 (PSX)	0.2	$8.3M	62k	133.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$8.2M	79k	104.92	View chart
Best Buy (BBY)	0.2	$8.2M	104k	78.51	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$8.1M	131k	61.94	View chart
United Parcel Service CL B (UPS)	0.2	$8.0M	51k	157.23	View chart
Krispy Kreme (DNUT)	0.2	$8.0M	528k	15.09	View chart
Vici Pptys (VICI)	0.2	$7.9M	247k	31.88	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.6M	44k	170.10	View chart
Altria (MO)	0.2	$7.3M	176k	41.32	View chart
General Mills (GIS)	0.2	$7.0M	107k	65.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.9M	23k	303.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$6.9M	42k	165.25	View chart
UnitedHealth (UNH)	0.2	$6.7M	13k	526.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$6.4M	99k	64.48	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$6.4M	154k	41.51	View chart
Heritage Commerce (HTBK)	0.2	$6.3M	637k	9.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$6.3M	46k	136.38	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$6.3M	203k	31.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.1M	20k	310.88	View chart
Johnson & Johnson (JNJ)	0.2	$5.5M	35k	156.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.5M	28k	200.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.5M	73k	75.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.3M	53k	99.25	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.2	$5.1M	195k	26.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.8M	32k	149.50	View chart
Visa Com Cl A (V)	0.1	$4.6M	18k	260.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.6M	96k	47.90	View chart
Snowflake Cl A (SNOW)	0.1	$4.4M	22k	199.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.4M	30k	147.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.4M	88k	50.24	View chart
McDonald's Corporation (MCD)	0.1	$4.4M	15k	296.51	View chart
Wal-Mart Stores (WMT)	0.1	$4.3M	27k	158.19	View chart
Nuveen Muni Value Fund (NUV)	0.1	$4.3M	497k	8.60	View chart
Meta Platforms Cl A (META)	0.1	$4.2M	12k	353.96	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.0M	7.6k	531.06	View chart
Pepsi (PEP)	0.1	$3.8M	22k	170.73	View chart
Privia Health Group (PRVA)	0.1	$3.7M	163k	23.03	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.7M	51k	72.86	View chart
Lowe's Companies (LOW)	0.1	$3.6M	16k	222.55	View chart
Eli Lilly & Co. (LLY)	0.1	$3.5M	6.0k	582.92	View chart
Cameco Corporation (CCJ)	0.1	$3.3M	77k	43.10	View chart
Abbott Laboratories (ABT)	0.1	$3.3M	30k	110.07	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.3M	7.6k	426.53	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$3.2M	19k	165.48	View chart
O'reilly Automotive (ORLY)	0.1	$3.2M	3.3k	950.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$3.1M	37k	85.06	View chart
Honeywell International (HON)	0.1	$3.0M	14k	209.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.9M	26k	108.25	View chart
Automatic Data Processing (ADP)	0.1	$2.8M	12k	233.95	View chart
Procept Biorobotics Corp (PRCT)	0.1	$2.8M	66k	41.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.7M	67k	41.10	View chart
Danaher Corporation (DHR)	0.1	$2.7M	12k	231.56	View chart
Home Depot (HD)	0.1	$2.7M	7.8k	346.55	View chart
Shockwave Med (SWAV)	0.1	$2.7M	14k	190.56	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$2.7M	49k	55.02	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.6M	55k	47.74	View chart
Broadcom (AVGO)	0.1	$2.6M	2.3k	1116.25	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	7.4k	350.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.5M	86k	28.64	View chart
salesforce (CRM)	0.1	$2.4M	9.3k	263.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.4M	43k	56.13	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$2.3M	23k	104.14	View chart
Intel Corporation (INTC)	0.1	$2.3M	47k	50.25	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$2.3M	58k	40.12	View chart
NVIDIA Corporation (NVDA)	0.1	$2.3M	4.7k	495.22	View chart
Procter & Gamble Company (PG)	0.1	$2.3M	16k	146.55	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.3M	72k	32.06	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$2.3M	204k	11.38	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.3M	3.8k	596.60	View chart
Qualcomm (QCOM)	0.1	$2.3M	16k	144.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M	29k	77.37	View chart
Fortive (FTV)	0.1	$2.2M	30k	73.63	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M	9.0k	245.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.2M	4.00	542625.00	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$2.2M	53k	40.95	View chart
Service Corporation International (SCI)	0.1	$2.1M	31k	68.45	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.1M	88k	24.11	View chart
Intercontinental Exchange (ICE)	0.1	$2.1M	16k	128.43	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.1M	74k	27.99	View chart
Walt Disney Company (DIS)	0.1	$2.0M	22k	90.57	View chart
Merck & Co (MRK)	0.1	$2.0M	18k	109.56	View chart
Caterpillar (CAT)	0.1	$2.0M	6.7k	295.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.0M	11k	173.88	View chart
Penumbra (PEN)	0.1	$2.0M	7.8k	251.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.9M	28k	70.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	7.9k	232.64	View chart
BlackRock (BLK)	0.1	$1.8M	2.2k	811.80	View chart
Starbucks Corporation (SBUX)	0.1	$1.7M	18k	96.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.7M	7.8k	219.57	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.7M	20k	84.14	View chart
Bank of America Corporation (BAC)	0.0	$1.6M	48k	33.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.6M	14k	111.63	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.6M	36k	43.85	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$1.6M	63k	24.91	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$1.5M	63k	24.76	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$1.5M	64k	23.93	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$1.5M	63k	23.90	View chart
Nike CL B (NKE)	0.0	$1.5M	14k	108.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$1.5M	7.0k	213.34	View chart
Alti Global Cl A (ALTI)	0.0	$1.5M	169k	8.76	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$1.5M	23k	64.14	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.5M	21k	68.80	View chart
Golub Capital BDC (GBDC)	0.0	$1.5M	98k	15.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.5M	2.8k	509.27	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$1.4M	3.0k	484.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.4M	25k	56.40	View chart
Boston Scientific Corporation (BSX)	0.0	$1.4M	24k	57.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.4M	21k	64.93	View chart
Cisco Systems (CSCO)	0.0	$1.4M	27k	50.52	View chart
Pfizer (PFE)	0.0	$1.4M	47k	28.79	View chart
Applied Materials (AMAT)	0.0	$1.3M	8.2k	162.07	View chart
Pulte (PHM)	0.0	$1.3M	13k	103.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.3M	12k	102.88	View chart
Coca-Cola Company (KO)	0.0	$1.2M	21k	58.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.2M	11k	104.46	View chart
SEI Investments Company (SEIC)	0.0	$1.2M	19k	64.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.2M	20k	59.32	View chart
Arista Networks (ANET)	0.0	$1.2M	4.9k	235.51	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.1M	6.5k	173.92	View chart
Keysight Technologies (KEYS)	0.0	$1.1M	7.1k	159.10	View chart
Cummins (CMI)	0.0	$1.1M	4.5k	239.66	View chart
Nextera Energy (NEE)	0.0	$1.1M	18k	60.74	View chart
Philip Morris International (PM)	0.0	$1.1M	11k	96.56	View chart
First Tr Mlp & Energy Income (FEI)	0.0	$1.1M	123k	8.57	View chart
Costco Wholesale Corporation (COST)	0.0	$1.1M	1.6k	677.13	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$1.1M	52k	20.42	View chart
Charles River Laboratories (CRL)	0.0	$1.0M	4.4k	236.40	View chart
Asana Cl A (ASAN)	0.0	$1.0M	54k	19.01	View chart
Dow (DOW)	0.0	$1.0M	18k	54.84	View chart
MiMedx (MDXG)	0.0	$994k	113k	8.77	View chart
Aptiv SHS (APTV)	0.0	$979k	11k	89.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$977k	3.8k	259.51	View chart
Citizens Financial (CFG)	0.0	$938k	28k	33.14	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$927k	9.2k	101.29	View chart
Hologic (HOLX)	0.0	$921k	13k	71.45	View chart
Paypal Holdings (PYPL)	0.0	$888k	15k	61.41	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$887k	17k	51.27	View chart
Darden Restaurants (DRI)	0.0	$883k	5.4k	164.29	View chart
Lockheed Martin Corporation (LMT)	0.0	$876k	1.9k	455.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$864k	12k	73.55	View chart
Canadian Pacific Kansas City (CP)	0.0	$847k	11k	79.20	View chart
Stem (STEM)	0.0	$846k	218k	3.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$843k	8.1k	104.10	View chart
Consolidated Edison (ED)	0.0	$842k	9.3k	90.97	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$835k	5.8k	144.95	View chart
Microchip Technology (MCHP)	0.0	$831k	9.2k	90.18	View chart
Martin Marietta Materials (MLM)	0.0	$826k	1.7k	498.91	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$821k	11k	72.02	View chart
Ishares Msci World Etf (URTH)	0.0	$819k	6.2k	133.02	View chart
ConocoPhillips (COP)	0.0	$817k	7.0k	116.07	View chart
Crown Castle Intl (CCI)	0.0	$814k	7.1k	115.19	View chart
Willis Towers Watson SHS (WTW)	0.0	$809k	3.3k	242.04	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$800k	10k	77.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$789k	6.7k	117.13	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$772k	35k	22.04	View chart
Quanta Services (PWR)	0.0	$769k	3.6k	215.86	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$719k	17k	41.93	View chart
Diageo Spon Adr New (DEO)	0.0	$705k	4.8k	145.66	View chart
Valero Energy Corporation (VLO)	0.0	$693k	5.3k	130.00	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$686k	7.4k	92.16	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$673k	12k	55.90	View chart
Truist Financial Corp equities (TFC)	0.0	$673k	18k	36.92	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$672k	1.5k	448.08	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$661k	14k	49.14	View chart
Palo Alto Networks (PANW)	0.0	$651k	2.2k	294.88	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$650k	15k	43.41	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$650k	12k	55.28	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$650k	13k	50.70	View chart
Corteva (CTVA)	0.0	$647k	14k	47.92	View chart
AutoZone (AZO)	0.0	$646k	250.00	2585.61	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$640k	15k	42.85	View chart
Cogent Communications Hldgs Com New (CCOI)	0.0	$631k	8.3k	76.06	View chart
Cheniere Energy Com New (LNG)	0.0	$608k	3.6k	170.71	View chart
ON Semiconductor (ON)	0.0	$599k	7.2k	83.53	View chart
Pioneer Natural Resources (PXD)	0.0	$578k	2.6k	224.88	View chart
Deere & Company (DE)	0.0	$576k	1.4k	401.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$575k	12k	49.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$575k	4.7k	122.75	View chart
Take-Two Interactive Software (TTWO)	0.0	$573k	3.6k	160.95	View chart
Ishares Msci Cda Etf (EWC)	0.0	$564k	15k	36.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$546k	7.1k	77.39	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$543k	9.6k	56.59	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$519k	5.8k	89.06	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$516k	6.3k	82.04	View chart
American Tower Reit (AMT)	0.0	$514k	2.4k	217.41	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$509k	20k	25.50	View chart
Globe Life (GL)	0.0	$507k	4.2k	121.73	View chart
Bristol Myers Squibb (BMY)	0.0	$502k	9.8k	51.31	View chart
Servicenow (NOW)	0.0	$497k	703.00	706.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$495k	9.5k	52.10	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$486k	25k	19.85	View chart
Target Corporation (TGT)	0.0	$484k	3.4k	142.42	View chart
Allstate Corporation (ALL)	0.0	$484k	3.4k	140.79	View chart
Global X Fds Msci Norway Etf (NORW)	0.0	$474k	18k	25.97	View chart
Palantir Technologies Cl A (PLTR)	0.0	$470k	27k	17.17	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.0	$466k	4.0k	117.72	View chart
3M Company (MMM)	0.0	$456k	4.2k	109.32	View chart
Novo-nordisk A S Adr (NVO)	0.0	$446k	4.3k	103.45	View chart
General Electric Com New (GE)	0.0	$445k	3.5k	127.72	View chart
Dupont De Nemours (DD)	0.0	$436k	5.7k	76.93	View chart
Shell Spon Ads (SHEL)	0.0	$432k	6.6k	65.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$430k	2.5k	170.39	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$425k	8.4k	50.58	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$419k	19k	21.78	View chart
Edwards Lifesciences (EW)	0.0	$415k	5.4k	76.25	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$410k	6.9k	59.51	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$407k	7.4k	55.35	View chart
Main Street Capital Corporation (MAIN)	0.0	$404k	9.4k	43.23	View chart
Ishares Tr New Zealand Etf (ENZL)	0.0	$403k	8.3k	48.49	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$398k	4.4k	91.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$397k	4.1k	96.38	View chart
Netflix (NFLX)	0.0	$392k	804.00	486.88	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$382k	435.00	878.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$379k	3.3k	116.29	View chart
Columbia Banking System (COLB)	0.0	$377k	14k	26.68	View chart
General Dynamics Corporation (GD)	0.0	$376k	1.4k	259.67	View chart
Gitlab Class A Com (GTLB)	0.0	$376k	6.0k	62.96	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$363k	4.1k	89.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$361k	1.9k	192.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$360k	9.6k	37.60	View chart
International Business Machines (IBM)	0.0	$359k	2.2k	163.55	View chart
AFLAC Incorporated (AFL)	0.0	$347k	4.2k	82.50	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$345k	1.5k	231.38	View chart
PPG Industries (PPG)	0.0	$332k	2.2k	149.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$331k	8.9k	37.22	View chart
Wells Fargo & Company (WFC)	0.0	$330k	6.7k	49.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$329k	5.7k	57.96	View chart
Tempur-Pedic International (TPX)	0.0	$329k	6.5k	50.97	View chart
Yum! Brands (YUM)	0.0	$328k	2.5k	130.66	View chart
Marsh & McLennan Companies (MMC)	0.0	$327k	1.7k	189.47	View chart
Doubleline Income Solutions (DSL)	0.0	$318k	26k	12.24	View chart
Jd.com Spon Adr Cl A (JD)	0.0	$314k	11k	28.89	View chart
Roblox Corp Cl A (RBLX)	0.0	$304k	6.7k	45.72	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$304k	3.9k	78.13	View chart
Capital One Financial (COF)	0.0	$303k	2.3k	131.12	View chart
Stryker Corporation (SYK)	0.0	$303k	1.0k	300.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$301k	795.00	377.94	View chart
Ishares Msci Switzerland (EWL)	0.0	$300k	6.2k	48.27	View chart
Encompass Health Corp (EHC)	0.0	$298k	4.5k	66.87	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$297k	14k	21.18	View chart
BP Sponsored Adr (BP)	0.0	$297k	8.4k	35.40	View chart
CVS Caremark Corporation (CVS)	0.0	$289k	3.7k	78.96	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	0.0	$285k	11k	25.36	View chart
Copart (CPRT)	0.0	$281k	5.7k	49.00	View chart
FedEx Corporation (FDX)	0.0	$276k	1.1k	253.97	View chart
Sealed Air (SEE)	0.0	$274k	7.5k	36.52	View chart
Moderna (MRNA)	0.0	$274k	2.8k	99.45	View chart
Carrier Global Corporation (CARR)	0.0	$267k	4.6k	57.63	View chart
Boeing Company (BA)	0.0	$263k	1.0k	260.64	View chart
Veralto Corp Com Shs (VLTO)	0.0	$261k	3.2k	82.35	View chart
Parker-Hannifin Corporation (PH)	0.0	$260k	564.00	460.70	View chart
At&t (T)	0.0	$259k	16k	16.78	View chart
AtriCure (ATRC)	0.0	$259k	7.3k	35.69	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$259k	5.5k	47.39	View chart
American Express Company (AXP)	0.0	$255k	1.4k	187.36	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$255k	655.00	388.60	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$254k	2.5k	101.16	View chart
Vaneck Etf Trust Rare Earth/strtg (REMX)	0.0	$253k	4.1k	61.80	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$250k	614.00	406.89	View chart
Prudential Financial (PRU)	0.0	$249k	2.4k	103.71	View chart
Irhythm Technologies (IRTC)	0.0	$247k	2.3k	107.04	View chart
Booking Holdings (BKNG)	0.0	$245k	69.00	3547.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$245k	1.5k	164.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$241k	6.0k	40.21	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$240k	3.1k	77.73	View chart
Airbnb Com Cl A (ABNB)	0.0	$238k	1.7k	136.14	View chart
Intuit (INTU)	0.0	$238k	380.00	625.46	View chart
Lauder Estee Cos Cl A (EL)	0.0	$237k	1.6k	146.25	View chart
Louisiana-Pacific Corporation (LPX)	0.0	$235k	3.3k	70.83	View chart
Talos Energy (TALO)	0.0	$234k	16k	14.23	View chart
Listed Fd Tr Roundhill Video (NERD)	0.0	$231k	15k	15.63	View chart
Nvent Electric SHS (NVT)	0.0	$229k	3.9k	59.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$226k	4.7k	48.03	View chart
Oneok (OKE)	0.0	$225k	3.2k	70.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$223k	4.3k	51.83	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$221k	3.8k	58.33	View chart
Ameriprise Financial (AMP)	0.0	$221k	581.00	379.55	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$220k	13k	16.94	View chart
Public Service Enterprise (PEG)	0.0	$219k	3.6k	61.15	View chart
Ishares Msci France Etf (EWQ)	0.0	$217k	5.5k	39.18	View chart
Udr (UDR)	0.0	$214k	5.6k	38.29	View chart
Coupang Cl A (CPNG)	0.0	$214k	13k	16.19	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.0	$213k	8.0k	26.56	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$212k	4.0k	52.95	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$209k	3.2k	65.06	View chart
Citigroup Com New (C)	0.0	$208k	4.0k	51.44	View chart
Unum (UNM)	0.0	$205k	4.5k	45.22	View chart
Norfolk Southern (NSC)	0.0	$201k	852.00	236.38	View chart
Advanced Micro Devices (AMD)	0.0	$201k	1.4k	147.41	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$201k	1.5k	136.91	View chart
Stitch Fix Com Cl A (SFIX)	0.0	$184k	52k	3.57	View chart
Relmada Therapeutics (RLMD)	0.0	$131k	32k	4.14	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$118k	19k	6.37	View chart
Despegar Com Corp Ord Shs (DESP)	0.0	$112k	12k	9.46	View chart
Enhabit Ord (EHAB)	0.0	$105k	10k	10.35	View chart
Flotek Inds Inc Del Com New (FTK)	0.0	$101k	26k	3.92	View chart
Fiscalnote Holdings Com Cl A (NOTE)	0.0	$97k	85k	1.14	View chart
Bp Prudhoe Bay Rty Tr Unit Ben Int (BPT)	0.0	$65k	27k	2.47	View chart
Lilium N V Class A Ord Shs (LILM)	0.0	$59k	50k	1.18	View chart
Apyx Medical Corporation (APYX)	0.0	$33k	13k	2.62	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$21k	22k	0.98	View chart
Vintage Wine Estates (VWE)	0.0	$5.0k	10k	0.50	View chart

Past Filings by AlTi Global

SEC 13F filings are viewable for AlTi Global going back to 2023

AlTi Global 2023 Q4 filed Feb. 14, 2024

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