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Bristlecone Advisors

Latest statistics and disclosures from Bristlecone Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, IVV, AAPL, NVDA, AGG, and represent 25.97% of Bristlecone Advisors's stock portfolio.
Added to shares of these 10 stocks: USFR, CTAS, TSLA, AGG, TTEK, BND, AAPL, GCOR, UPS, AJG.
Started 82 new stock positions in HYGV, KO, PWZ, SCZ, VBR, SPYX, PIO, DSI, IWC, BIV.
Reduced shares in these 10 stocks: LRCX (-$6.2M), , MMM, NVDA, COST, TXN, QQQ, WIRE, MDT, K.
Sold out of its positions in BLK, BKSY, CL, DXCM, WIRE, LRCX, SJM, MDT.
Bristlecone Advisors was a net buyer of stock by $25M.
Bristlecone Advisors has $1.2B in assets under management (AUM), dropping by 6.08%.
Central Index Key (CIK): 0001671716

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Portfolio Holdings for Bristlecone Advisors

Bristlecone Advisors holds 364 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	11.3	$141M		328k	430.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$51M		88k	576.82	View chart
Apple (AAPL)	4.1	$51M	+3%	217k	233.00	View chart
NVIDIA Corporation (NVDA)	3.3	$42M	-3%	341k	121.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$39M	+10%	389k	101.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.8	$35M		930k	37.56	View chart
Amazon (AMZN)	2.8	$35M	+2%	187k	186.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.5	$31M		495k	62.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.3	$29M		423k	67.85	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.0	$25M	+3%	952k	26.14	View chart
Costco Wholesale Corporation (COST)	2.0	$25M	-5%	28k	886.52	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.9	$23M	+25%	460k	50.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$21M		80k	263.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$20M	+5%	122k	165.85	View chart
Arthur J. Gallagher & Co. (AJG)	1.6	$20M	+7%	69k	281.37	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.4	$18M	+2%	229k	78.56	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$18M		79k	225.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$17M	+3%	146k	116.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$16M		178k	88.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$15M		65k	237.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$15M	+15%	199k	75.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$14M	+3%	24k	573.77	View chart
Meta Platforms Cl A (META)	1.1	$14M		24k	572.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$14M	-2%	330k	41.12	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$13M		35k	383.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$13M		244k	52.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$12M		44k	283.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$11M		63k	167.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$10M		22k	460.26	View chart
Paccar (PCAR)	0.8	$10M		101k	98.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$9.5M	-7%	20k	488.06	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.7	$8.5M	+23%	200k	42.50	View chart
Nike CL B (NKE)	0.7	$8.3M	+14%	94k	88.40	View chart
JPMorgan Chase & Co. (JPM)	0.7	$8.2M		39k	210.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$8.2M		14k	586.54	View chart
Johnson & Johnson (JNJ)	0.6	$7.9M		49k	162.06	View chart
Home Depot (HD)	0.6	$7.5M		19k	405.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$7.4M	-2%	154k	47.85	View chart
Starbucks Corporation (SBUX)	0.6	$7.4M	-2%	76k	97.49	View chart
Tesla Motors (TSLA)	0.6	$7.0M	+111%	27k	261.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$6.9M		82k	83.63	View chart
Visa Com Cl A (V)	0.5	$6.8M		25k	274.95	View chart
Fortinet (FTNT)	0.5	$6.8M		87k	77.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$6.8M	+5%	26k	263.83	View chart
Palantir Technologies Cl A (PLTR)	0.5	$6.7M		180k	37.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$6.6M		131k	50.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$6.3M		124k	51.12	View chart
UnitedHealth (UNH)	0.5	$6.3M	-3%	11k	584.70	View chart
Amgen (AMGN)	0.5	$5.7M		18k	322.21	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$5.2M	+8%	63k	82.94	View chart
Travelers Companies (TRV)	0.4	$5.2M		22k	234.12	View chart
Danaher Corporation (DHR)	0.4	$5.1M		19k	278.02	View chart
Netflix (NFLX)	0.4	$5.1M		7.1k	709.27	View chart
Cintas Corporation (CTAS)	0.4	$5.0M	+288%	25k	205.88	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.4	$4.9M	+3%	97k	50.64	View chart
Uber Technologies (UBER)	0.4	$4.9M		65k	75.16	View chart
Adobe Systems Incorporated (ADBE)	0.4	$4.9M	+3%	9.4k	517.78	View chart
Kellogg Company (K)	0.4	$4.8M	-7%	59k	80.71	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.6M		39k	117.22	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$4.6M	+3%	22k	209.87	View chart
Pepsi (PEP)	0.4	$4.5M		27k	170.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$4.4M	-2%	19k	230.59	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$4.1M	-5%	99k	41.28	View chart
Walt Disney Company (DIS)	0.3	$4.1M	+2%	43k	96.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$3.8M	+5%	6.8k	569.64	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$3.8M		62k	61.08	View chart
Chubb (CB)	0.3	$3.7M		13k	288.39	View chart
Booking Holdings (BKNG)	0.3	$3.7M		882.00	4212.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.6M		6.9k	527.69	View chart
Ecolab (ECL)	0.3	$3.6M		14k	255.33	View chart
Raytheon Technologies Corp (RTX)	0.3	$3.6M		29k	121.16	View chart
Tetra Tech (TTEK)	0.3	$3.4M	+392%	73k	47.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$3.4M		23k	149.64	View chart
Pfizer (PFE)	0.3	$3.4M	+27%	117k	28.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$3.4M	-8%	57k	59.51	View chart
United Parcel Service CL B (UPS)	0.3	$3.4M	+85%	25k	136.34	View chart
Paypal Holdings (PYPL)	0.3	$3.3M	+20%	43k	78.03	View chart
Procter & Gamble Company (PG)	0.3	$3.3M		19k	173.20	View chart
Northrop Grumman Corporation (NOC)	0.3	$3.3M	-2%	6.3k	528.06	View chart
Zoetis Cl A (ZTS)	0.3	$3.2M		17k	195.38	View chart
Union Pacific Corporation (UNP)	0.3	$3.2M		13k	246.47	View chart
Nextera Energy (NEE)	0.3	$3.2M	+6%	38k	84.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.1M	+4%	33k	95.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$3.1M	+4%	38k	83.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.1M		17k	179.30	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.0M		53k	57.41	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$3.0M	+5%	32k	93.11	View chart
Honeywell International (HON)	0.2	$2.9M		14k	206.71	View chart
Expeditors International of Washington (EXPD)	0.2	$2.9M		22k	131.40	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.8M	-26%	14k	206.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.8M	+2%	13k	220.89	View chart
Public Storage (PSA)	0.2	$2.8M	+12%	7.6k	363.87	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.6M	+7%	63k	41.77	View chart
Merck & Co (MRK)	0.2	$2.5M	+6%	22k	113.56	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$2.4M	+6%	51k	47.32	View chart
Intel Corporation (INTC)	0.2	$2.4M	+15%	102k	23.46	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.4M	-3%	45k	52.86	View chart
Valero Energy Corporation (VLO)	0.2	$2.3M	-2%	17k	135.03	View chart
Chevron Corporation (CVX)	0.2	$2.3M	-8%	15k	147.27	View chart
Albemarle Corporation (ALB)	0.2	$2.3M	+18%	24k	94.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.2M		34k	64.74	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.2	$2.1M	-2%	63k	33.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.1M	+7%	20k	104.18	View chart
The Trade Desk Com Cl A (TTD)	0.2	$2.1M		19k	109.65	View chart
Shopify Cl A (SHOP)	0.2	$2.0M	+3%	25k	80.14	View chart
salesforce (CRM)	0.2	$2.0M		7.3k	273.71	View chart
Us Bancorp Del Com New (USB)	0.2	$2.0M		44k	45.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.0M	-2%	39k	50.94	View chart
Eli Lilly & Co. (LLY)	0.2	$2.0M	+7%	2.2k	885.94	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$2.0M		20k	98.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.9M	-2%	15k	128.20	View chart
Kla Corp Com New (KLAC)	0.2	$1.9M	-3%	2.4k	774.41	View chart
Equinix (EQIX)	0.1	$1.8M	+2%	2.1k	887.63	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$1.8M		16k	110.41	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.1	$1.8M	+12%	29k	62.27	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$1.8M	+9%	20k	87.74	View chart
Innovative Industria A (IIPR)	0.1	$1.7M		13k	134.60	View chart
Servicenow (NOW)	0.1	$1.7M		1.9k	894.39	View chart
Southern Company (SO)	0.1	$1.6M	-2%	18k	90.18	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.6M	-10%	23k	69.05	View chart
Rh (RH)	0.1	$1.5M		4.5k	334.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.5M		30k	49.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.4M		7.3k	197.17	View chart
Arista Networks (ANET)	0.1	$1.4M	-2%	3.6k	383.82	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.4M	-15%	14k	100.29	View chart
SYSCO Corporation (SYY)	0.1	$1.3M	-3%	17k	78.06	View chart
Tyler Technologies (TYL)	0.1	$1.3M	-6%	2.2k	583.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.3M		8.4k	154.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		16k	78.05	View chart
Boston Properties (BXP)	0.1	$1.3M		16k	80.46	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.2M	-6%	6.2k	200.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.2M		6.1k	198.07	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.2M	+7%	9.9k	119.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.2M	NEW	12k	100.72	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.1M		22k	51.13	View chart
Citigroup Com New (C)	0.1	$1.1M		17k	62.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.1M		9.8k	108.63	View chart
Tyson Foods Cl A (TSN)	0.1	$1.0M		17k	59.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.0M	+4%	20k	51.50	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1000k		2.2k	465.08	View chart
Intercontinental Exchange (ICE)	0.1	$999k		6.2k	160.64	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$911k	-9%	15k	63.00	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$879k	-10%	17k	50.74	View chart
McKesson Corporation (MCK)	0.1	$865k		1.8k	494.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$855k		4.9k	174.58	View chart
Advanced Micro Devices (AMD)	0.1	$841k	+41%	5.1k	164.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$829k	+35%	2.2k	375.38	View chart
Zscaler Incorporated (ZS)	0.1	$829k		4.8k	170.94	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$825k		42k	19.64	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$817k	-4%	24k	34.49	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$805k	+2%	13k	62.11	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$797k	+142%	8.3k	95.81	View chart
Lockheed Martin Corporation (LMT)	0.1	$797k		1.4k	584.56	View chart
Oneok (OKE)	0.1	$782k		8.6k	91.13	View chart
ConocoPhillips (COP)	0.1	$764k	+38%	7.3k	105.28	View chart
Lithia Motors (LAD)	0.1	$751k	+78%	2.4k	317.64	View chart
Sun Communities (SUI)	0.1	$751k	+51%	5.6k	135.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$744k	+21%	3.9k	189.80	View chart
NVR (NVR)	0.1	$736k		75.00	9811.80	View chart
Tcw Etf Trust Transform System (NETZ)	0.1	$731k	+58%	9.9k	73.93	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$721k		7.8k	92.46	View chart
Epam Systems (EPAM)	0.1	$708k	+6%	3.6k	199.03	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$678k	+3%	12k	58.11	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$661k	+5%	6.5k	101.87	View chart
Kroger (KR)	0.1	$659k		12k	57.30	View chart
CVS Caremark Corporation (CVS)	0.1	$650k	+3%	10k	62.88	View chart
American Tower Reit (AMT)	0.1	$649k	-6%	2.8k	232.56	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$648k	-20%	21k	30.44	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$642k		6.7k	95.94	View chart
Sherwin-Williams Company (SHW)	0.1	$636k	-4%	1.7k	381.67	View chart
PNC Financial Services (PNC)	0.1	$632k	-34%	3.4k	184.86	View chart
Wal-Mart Stores (WMT)	0.1	$625k		7.7k	80.75	View chart
Boeing Company (BA)	0.0	$620k	-2%	4.1k	152.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$608k		3.5k	173.67	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$591k		21k	28.41	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$591k		20k	29.75	View chart
TJX Companies (TJX)	0.0	$576k		4.9k	117.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$567k	+48%	4.5k	125.62	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$557k		12k	48.14	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$546k		44k	12.35	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$536k		5.6k	96.38	View chart
Dollar General (DG)	0.0	$535k	+137%	6.3k	84.57	View chart
CSX Corporation (CSX)	0.0	$504k	-23%	15k	34.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$504k	-4%	11k	45.32	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$489k		32k	15.10	View chart
Workday Cl A (WDAY)	0.0	$477k		2.0k	244.41	View chart
Gladstone Ld (LAND)	0.0	$469k	+40%	34k	13.90	View chart
National Retail Properties (NNN)	0.0	$469k		9.7k	48.49	View chart
Altria (MO)	0.0	$465k		9.1k	51.04	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$463k		2.4k	190.72	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$460k		5.2k	87.80	View chart
TPG Com Cl A (TPG)	0.0	$459k		8.0k	57.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$455k		17k	27.41	View chart
Applied Materials (AMAT)	0.0	$453k		2.2k	202.05	View chart
Pure Storage Cl A (PSTG)	0.0	$452k		9.0k	50.24	View chart
Etsy (ETSY)	0.0	$451k	+34%	8.1k	55.53	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$447k		13k	35.04	View chart
Upwork (UPWK)	0.0	$439k	+80%	42k	10.45	View chart
Caterpillar (CAT)	0.0	$432k		1.1k	391.24	View chart
Moderna (MRNA)	0.0	$417k		6.2k	66.83	View chart
Micron Technology (MU)	0.0	$417k	NEW	4.0k	103.71	View chart
Broadcom (AVGO)	0.0	$405k	+855%	2.4k	172.50	View chart
Philip Morris International (PM)	0.0	$396k		3.3k	121.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$386k		4.6k	83.76	View chart
Stryker Corporation (SYK)	0.0	$385k		1.1k	361.26	View chart
Enterprise Products Partners (EPD)	0.0	$378k		13k	29.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$375k		3.0k	125.96	View chart
3M Company (MMM)	0.0	$368k	-85%	2.7k	136.72	View chart
Wells Fargo & Company (WFC)	0.0	$368k	-13%	6.5k	56.49	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$365k	-4%	5.8k	62.70	View chart
Okta Cl A (OKTA)	0.0	$363k		4.9k	74.34	View chart
Truist Financial Corp equities (TFC)	0.0	$361k	-2%	8.4k	42.77	View chart
Monster Beverage Corp (MNST)	0.0	$358k		6.9k	52.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$358k		3.7k	97.42	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$354k		5.5k	65.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$354k		3.3k	107.65	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$353k		8.8k	40.00	View chart
Lennar Corp Cl A (LEN)	0.0	$353k	-4%	1.9k	187.48	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$352k		4.4k	79.30	View chart
Thermo Fisher Scientific (TMO)	0.0	$351k		568.00	618.57	View chart
Zoom Video Communications In Cl A (ZM)	0.0	$348k	-36%	5.0k	69.74	View chart
Tree (TREE)	0.0	$347k		6.0k	58.03	View chart
Palo Alto Networks (PANW)	0.0	$346k	NEW	1.0k	341.80	View chart
AvalonBay Communities (AVB)	0.0	$345k	-30%	1.5k	225.25	View chart
Docusign (DOCU)	0.0	$345k		5.6k	62.09	View chart
Kinder Morgan (KMI)	0.0	$340k		15k	22.09	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$335k	+6%	7.2k	46.83	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$335k		10k	33.23	View chart
Cisco Systems (CSCO)	0.0	$333k	-8%	6.3k	53.22	View chart
Vanguard World Industrial Etf (VIS)	0.0	$329k		1.3k	260.07	View chart
Neurocrine Biosciences (NBIX)	0.0	$329k		2.9k	115.22	View chart
Lowe's Companies (LOW)	0.0	$329k		1.2k	270.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$327k	-6%	2.1k	153.13	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$326k		391.00	833.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$315k		1.0k	314.42	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$311k	+3%	2.9k	106.12	View chart
Progressive Corporation (PGR)	0.0	$308k		1.2k	253.76	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$308k		5.0k	61.57	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$301k		4.9k	61.51	View chart
Abbvie (ABBV)	0.0	$299k	-15%	1.5k	197.48	View chart
Bank of America Corporation (BAC)	0.0	$299k		7.5k	39.68	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$294k		6.4k	46.16	View chart
American Express Company (AXP)	0.0	$292k		1.1k	271.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$290k		2.1k	135.07	View chart
Iron Mountain (IRM)	0.0	$285k		2.4k	118.83	View chart
California Water Service (CWT)	0.0	$271k	-50%	5.0k	54.22	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$268k		5.3k	50.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$260k	-17%	1.2k	211.83	View chart
Upstart Hldgs (UPST)	0.0	$258k	NEW	6.5k	40.01	View chart
Ge Aerospace Com New (GE)	0.0	$258k	+7%	1.4k	188.58	View chart
IDEXX Laboratories (IDXX)	0.0	$256k		506.00	505.22	View chart
Vanguard World Extended Dur (EDV)	0.0	$253k		3.2k	79.68	View chart
Vanguard World Health Car Etf (VHT)	0.0	$253k		895.00	282.20	View chart
Crown Castle Intl (CCI)	0.0	$249k	-7%	2.1k	118.63	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$247k		3.2k	76.70	View chart
Pulte (PHM)	0.0	$241k	NEW	1.7k	143.53	View chart
McDonald's Corporation (MCD)	0.0	$238k	NEW	783.00	304.51	View chart
Digital Realty Trust (DLR)	0.0	$236k	-3%	1.5k	161.83	View chart
Abbott Laboratories (ABT)	0.0	$233k	-7%	2.0k	114.01	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$232k	+3%	4.8k	48.59	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$232k		1.7k	135.44	View chart
Goldman Sachs (GS)	0.0	$231k	+4%	466.00	495.11	View chart
Cummins (CMI)	0.0	$228k	NEW	703.00	323.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$226k		2.2k	101.65	View chart
Humana (HUM)	0.0	$224k	-4%	706.00	316.74	View chart
Coca-Cola Company (KO)	0.0	$224k	NEW	3.1k	71.86	View chart
Kimberly-Clark Corporation (KMB)	0.0	$222k		1.6k	142.24	View chart
Lemonade (LMND)	0.0	$218k	NEW	13k	16.49	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$217k		2.1k	105.63	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$216k	-8%	3.8k	57.11	View chart
Tractor Supply Company (TSCO)	0.0	$215k	NEW	740.00	290.93	View chart
Verisk Analytics (VRSK)	0.0	$214k		800.00	267.96	View chart
Fastenal Company (FAST)	0.0	$213k	NEW	3.0k	71.42	View chart
Marsh & McLennan Companies (MMC)	0.0	$212k		951.00	223.09	View chart
At&t (T)	0.0	$212k	NEW	9.6k	22.00	View chart
Qualys (QLYS)	0.0	$209k		1.6k	128.46	View chart
Sana Biotechnology (SANA)	0.0	$208k	NEW	50k	4.16	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$206k		640.00	321.95	View chart
Novartis Sponsored Adr (NVS)	0.0	$206k	-35%	1.8k	115.02	View chart
Astronics Corporation (ATRO)	0.0	$200k		10k	19.48	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$188k		1.7k	108.18	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$188k		1.8k	106.73	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$187k		3.2k	57.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$171k		1.3k	132.25	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$161k		1.1k	145.39	View chart
Athira Pharma (ATHA)	0.0	$151k	+295%	338k	0.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$135k		1.7k	79.42	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$134k		923.00	145.60	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.0	$133k	-74%	2.3k	57.67	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$129k		1.1k	112.94	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$129k		2.4k	53.63	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$127k		1.3k	98.71	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$119k		5.4k	21.93	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$112k		7.6k	14.69	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$110k	NEW	1.5k	71.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$109k	NEW	544.00	200.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$109k	-50%	768.00	142.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$102k	NEW	1.3k	78.37	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$101k	NEW	2.3k	44.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$100k	NEW	1.6k	62.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$88k	NEW	3.0k	29.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$88k	NEW	800.00	109.36	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$84k	NEW	698.00	119.60	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$83k	NEW	750.00	110.63	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$81k	NEW	1.2k	68.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$79k	NEW	944.00	83.15	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$78k	NEW	3.1k	25.08	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$73k	NEW	1.0k	70.54	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$71k	NEW	550.00	128.56	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$70k	NEW	1.0k	66.37	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$69k	NEW	1.2k	56.60	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$68k	NEW	621.00	108.79	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$67k	NEW	2.9k	23.17	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$67k	NEW	1.6k	41.67	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$65k	NEW	1.4k	45.86	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$59k	NEW	529.00	111.30	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$57k	NEW	1.4k	40.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$56k	NEW	1.2k	47.52	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.0	$55k	NEW	487.00	113.59	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$55k	NEW	894.00	61.54	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$46k	NEW	375.00	123.32	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$45k	NEW	1.1k	40.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$42k	NEW	613.00	67.70	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$38k	NEW	425.00	89.37	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$33k	NEW	430.00	76.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$33k	NEW	182.00	179.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$30k	NEW	252.00	119.70	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.0	$28k	NEW	650.00	43.05	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$28k	NEW	337.00	83.00	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$28k	NEW	300.00	91.81	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$27k	NEW	454.00	59.59	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$25k	NEW	220.00	114.63	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$25k	NEW	379.00	65.88	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$24k	NEW	757.00	32.26	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$24k	NEW	300.00	80.78	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$22k	NEW	581.00	37.39	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$22k	NEW	249.00	86.82	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$21k	NEW	266.00	79.46	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$21k	NEW	330.00	62.34	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.0	$19k	NEW	884.00	21.95	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$19k	NEW	261.00	71.85	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$18k	NEW	198.00	91.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$17k	NEW	141.00	123.62	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$16k	NEW	242.00	67.51	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)	0.0	$16k	NEW	459.00	35.15	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$16k	NEW	388.00	41.54	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$13k	NEW	282.00	47.25	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$12k	NEW	234.00	52.07	View chart
Vanguard World Materials Etf (VAW)	0.0	$11k	NEW	54.00	211.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$11k	NEW	103.00	109.05	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.0	$11k	NEW	100.00	109.35	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.0	$8.6k	NEW	152.00	56.75	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$7.6k	NEW	37.00	206.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$7.2k	NEW	141.00	51.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$7.1k	NEW	157.00	45.52	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$6.7k	NEW	128.00	52.66	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$4.9k	NEW	40.00	123.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.0	$4.3k	NEW	115.00	37.37	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$2.9k	NEW	75.00	39.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$2.7k	NEW	115.00	23.45	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.1k	NEW	39.00	52.59	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$1.7k	NEW	10.00	172.00	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$966.000000	NEW	12.00	80.50	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$147.999900	NEW	3.00	49.33	View chart

Past Filings by Bristlecone Advisors

SEC 13F filings are viewable for Bristlecone Advisors going back to 2015

Bristlecone Advisors 2024 Q3 filed Oct. 24, 2024
Bristlecone Advisors 2024 Q2 filed July 25, 2024
Bristlecone Advisors 2024 Q1 filed April 22, 2024
Bristlecone Advisors 2023 Q4 filed Jan. 25, 2024
Bristlecone Advisors 2023 Q3 filed Oct. 16, 2023
Bristlecone Advisors 2023 Q2 filed Aug. 3, 2023
Bristlecone Advisors 2023 Q1 filed May 11, 2023
Bristlecone Advisors 2022 Q4 filed Feb. 14, 2023
Bristlecone Advisors 2022 Q3 filed Oct. 27, 2022
Bristlecone Advisors 2022 Q2 filed July 25, 2022
Bristlecone Advisors 2022 Q1 filed April 22, 2022
Bristlecone Advisors 2021 Q4 filed Jan. 19, 2022
Bristlecone Advisors 2021 Q3 filed Oct. 19, 2021
Bristlecone Advisors 2021 Q2 filed July 21, 2021
Bristlecone Advisors 2021 Q1 filed April 30, 2021
Bristlecone Advisors 2020 Q4 filed Jan. 25, 2021

View all past filings

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