Bristlecone Advisors
Latest statistics and disclosures from Bristlecone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, IVV, SPDW, AGG, and represent 26.79% of Bristlecone Advisors's stock portfolio.
- Added to shares of these 10 stocks: GCOR, USFR, VTEB, BND, DLN, MUB, ALB, K, COST, GIGB.
- Started 19 new stock positions in SCHR, SQM, HYGV, BKSY, ALB, ITOT, GCOR, AXP, TREE, AVGO. DLR, EDV, SHM, DG, BLNK, VTR, IQLT, LAD, NAAS.
- Reduced shares in these 10 stocks: AGG, TRV, SPAB, GSST, MSFT, NVDA, SJM, JPST, AMZN, JEPI.
- Sold out of its positions in BDX, FDN, FCEL, ICLN, GOVZ, SWKS, TRV.
- Bristlecone Advisors was a net buyer of stock by $157k.
- Bristlecone Advisors has $990M in assets under management (AUM), dropping by 11.21%.
- Central Index Key (CIK): 0001671716
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Bristlecone Advisors holds 272 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 12.5 | $123M | 328k | 376.04 |
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Apple (AAPL) | 4.2 | $42M | 217k | 192.53 |
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Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $37M | 78k | 477.63 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.2 | $32M | 927k | 34.01 |
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Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $31M | -11% | 314k | 99.25 |
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Amazon (AMZN) | 2.7 | $27M | -2% | 179k | 151.94 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.5 | $25M | 434k | 56.40 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $24M | 86k | 277.15 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.3 | $23M | -6% | 896k | 25.64 |
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Costco Wholesale Corporation (COST) | 2.1 | $21M | +4% | 32k | 660.07 |
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NVIDIA Corporation (NVDA) | 1.9 | $19M | -5% | 38k | 495.22 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 1.8 | $17M | +12% | 346k | 50.24 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $16M | 114k | 139.69 |
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Select Sector Spdr Tr Technology (XLK) | 1.5 | $15M | 79k | 192.48 |
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Arthur J. Gallagher & Co. (AJG) | 1.5 | $15M | 65k | 224.88 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 1.4 | $14M | +9% | 209k | 66.38 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $14M | 63k | 213.33 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $13M | 173k | 77.73 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $13M | 346k | 36.96 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $11M | 103k | 108.25 |
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Vanguard Index Fds Growth Etf (VUG) | 1.1 | $11M | 35k | 310.88 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $11M | 23k | 475.31 |
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Paccar (PCAR) | 1.0 | $10M | 105k | 97.65 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $10M | 43k | 237.22 |
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Meta Platforms Cl A (META) | 0.9 | $9.3M | -2% | 26k | 353.96 |
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Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.8M | 63k | 140.93 |
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Nike CL B (NKE) | 0.8 | $8.3M | 77k | 108.57 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $8.2M | +3% | 20k | 409.52 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.9M | +4% | 22k | 356.66 |
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Visa Com Cl A (V) | 0.7 | $7.0M | -4% | 27k | 260.35 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $6.9M | 41k | 170.10 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $6.5M | -10% | 130k | 50.23 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $6.5M | 87k | 75.35 |
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Johnson & Johnson (JNJ) | 0.7 | $6.5M | +3% | 41k | 156.74 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $6.3M | +4% | 154k | 41.10 |
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Home Depot (HD) | 0.6 | $6.3M | 18k | 346.55 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $6.2M | 13k | 484.02 |
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UnitedHealth (UNH) | 0.6 | $6.2M | 12k | 526.48 |
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Starbucks Corporation (SBUX) | 0.5 | $5.3M | 55k | 96.01 |
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Fortinet (FTNT) | 0.5 | $5.3M | 90k | 58.53 |
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Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.5 | $5.3M | -20% | 105k | 50.01 |
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Adobe Systems Incorporated (ADBE) | 0.5 | $5.2M | 8.8k | 596.60 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $5.2M | +39% | 102k | 51.05 |
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Amgen (AMGN) | 0.5 | $5.0M | -2% | 18k | 288.02 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $5.0M | 21k | 232.64 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $4.7M | +34% | 64k | 73.55 |
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Intel Corporation (INTC) | 0.5 | $4.6M | 92k | 50.25 |
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.5 | $4.6M | NEW | 110k | 41.87 |
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Lam Research Corporation (LRCX) | 0.5 | $4.6M | 5.8k | 783.25 |
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Uber Technologies (UBER) | 0.4 | $4.3M | 70k | 61.57 |
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Exxon Mobil Corporation (XOM) | 0.4 | $4.0M | -2% | 40k | 99.98 |
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Cintas Corporation (CTAS) | 0.4 | $3.9M | -3% | 6.5k | 602.66 |
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Veeva Sys Cl A Com (VEEV) | 0.4 | $3.7M | -2% | 19k | 192.52 |
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BlackRock (BLK) | 0.4 | $3.7M | 4.5k | 811.78 |
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Tesla Motors (TSLA) | 0.4 | $3.6M | 15k | 248.48 |
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Pepsi (PEP) | 0.4 | $3.6M | 21k | 169.84 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $3.6M | +11% | 75k | 47.90 |
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stock (SPLK) | 0.4 | $3.6M | -13% | 23k | 152.35 |
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Danaher Corporation (DHR) | 0.4 | $3.6M | 15k | 231.33 |
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Walt Disney Company (DIS) | 0.4 | $3.5M | 39k | 90.29 |
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Zoetis Cl A (ZTS) | 0.3 | $3.4M | 17k | 197.37 |
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Netflix (NFLX) | 0.3 | $3.4M | +2% | 6.9k | 486.88 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $3.4M | -15% | 61k | 54.98 |
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Chubb (CB) | 0.3 | $3.3M | 15k | 226.00 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $3.3M | +6% | 5.7k | 576.08 |
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Palantir Technologies Cl A (PLTR) | 0.3 | $3.3M | -9% | 190k | 17.17 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.2M | 6.4k | 507.36 |
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Union Pacific Corporation (UNP) | 0.3 | $3.2M | -3% | 13k | 245.62 |
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Texas Instruments Incorporated (TXN) | 0.3 | $3.2M | 19k | 170.46 |
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Booking Holdings (BKNG) | 0.3 | $3.2M | -3% | 891.00 | 3547.22 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.1M | 7.2k | 436.81 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $3.1M | +29% | 48k | 65.06 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $3.0M | 14k | 218.15 |
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Northrop Grumman Corporation (NOC) | 0.3 | $3.0M | 6.4k | 468.15 |
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Honeywell International (HON) | 0.3 | $3.0M | 14k | 209.71 |
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Ecolab (ECL) | 0.3 | $3.0M | -2% | 15k | 198.36 |
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Expeditors International of Washington (EXPD) | 0.3 | $2.9M | 23k | 127.20 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.8M | -4% | 37k | 75.32 |
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Procter & Gamble Company (PG) | 0.3 | $2.7M | 19k | 146.54 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.7M | -12% | 13k | 200.71 |
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Wheaton Precious Metals Corp (WPM) | 0.3 | $2.7M | +3% | 54k | 49.34 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $2.6M | +6% | 21k | 126.60 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.5M | +2% | 17k | 147.14 |
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Tetra Tech (TTEK) | 0.3 | $2.5M | 15k | 166.93 |
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Chevron Corporation (CVX) | 0.3 | $2.5M | +4% | 17k | 149.16 |
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Ishares Core Msci Emkt (IEMG) | 0.3 | $2.5M | -17% | 49k | 50.58 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $2.4M | -3% | 70k | 34.77 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.4M | 32k | 75.10 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $2.4M | 54k | 43.85 |
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Raytheon Technologies Corp (RTX) | 0.2 | $2.3M | 28k | 84.14 |
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Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.2 | $2.3M | +51% | 50k | 46.31 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $2.3M | +7% | 65k | 35.41 |
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Valero Energy Corporation (VLO) | 0.2 | $2.2M | 17k | 130.00 |
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Merck & Co (MRK) | 0.2 | $2.2M | 20k | 109.02 |
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Nextera Energy (NEE) | 0.2 | $2.2M | 35k | 60.74 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.1M | +7% | 26k | 83.63 |
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United Parcel Service CL B (UPS) | 0.2 | $2.1M | 14k | 157.23 |
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Kellogg Company (K) | 0.2 | $2.1M | +89% | 38k | 55.91 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $2.1M | 45k | 46.63 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $2.1M | -2% | 41k | 50.74 |
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Paypal Holdings (PYPL) | 0.2 | $2.1M | +4% | 33k | 61.41 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.0M | 34k | 57.96 |
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salesforce (CRM) | 0.2 | $1.9M | 7.1k | 263.14 |
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Shopify Cl A (SHOP) | 0.2 | $1.9M | -2% | 24k | 77.90 |
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3M Company (MMM) | 0.2 | $1.8M | +4% | 17k | 109.32 |
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Us Bancorp Del Com New (USB) | 0.2 | $1.8M | +3% | 41k | 43.28 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.7M | +2% | 16k | 111.63 |
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Medtronic SHS (MDT) | 0.2 | $1.7M | -6% | 21k | 82.38 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.7M | 20k | 82.96 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.7M | -6% | 30k | 56.14 |
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Kla Corp Com New (KLAC) | 0.2 | $1.6M | 2.8k | 581.30 |
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Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $1.6M | -9% | 26k | 63.85 |
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Equinix (EQIX) | 0.2 | $1.6M | 2.0k | 805.39 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.5M | +345% | 14k | 108.41 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.5M | -23% | 15k | 99.74 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.4M | 7.8k | 178.81 |
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The Trade Desk Com Cl A (TTD) | 0.1 | $1.3M | -2% | 19k | 71.96 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.3M | -3% | 15k | 89.29 |
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Servicenow (NOW) | 0.1 | $1.3M | -12% | 1.9k | 706.49 |
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Rh (RH) | 0.1 | $1.3M | +34% | 4.5k | 291.48 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | 33k | 39.03 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.3M | +3% | 7.4k | 173.89 |
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Boeing Company (BA) | 0.1 | $1.3M | +5% | 4.9k | 260.66 |
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SYSCO Corporation (SYY) | 0.1 | $1.3M | 17k | 73.13 |
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Southern Company (SO) | 0.1 | $1.2M | 18k | 70.12 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.2M | 17k | 70.35 |
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Eli Lilly & Co. (LLY) | 0.1 | $1.2M | +3% | 2.0k | 582.92 |
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.2M | +54% | 16k | 75.67 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.2M | -4% | 8.4k | 136.38 |
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Innovative Industria A (IIPR) | 0.1 | $1.1M | 11k | 100.82 |
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Albemarle Corporation (ALB) | 0.1 | $1.1M | NEW | 7.8k | 144.48 |
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PNC Financial Services (PNC) | 0.1 | $1.1M | 7.2k | 154.86 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 6.3k | 170.40 |
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Zscaler Incorporated (ZS) | 0.1 | $1.1M | 4.8k | 221.56 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.0M | -11% | 7.0k | 149.51 |
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Sprouts Fmrs Mkt (SFM) | 0.1 | $1.0M | 21k | 48.11 |
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Tyler Technologies (TYL) | 0.1 | $1.0M | -11% | 2.4k | 418.12 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $998k | 22k | 45.69 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $977k | 30k | 32.17 |
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Flexshares Tr Glb Qlt R/e Idx (GQRE) | 0.1 | $970k | -11% | 17k | 55.78 |
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Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $957k | -5% | 17k | 56.65 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $915k | 18k | 50.36 |
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Citigroup Com New (C) | 0.1 | $895k | 17k | 51.44 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $868k | 18k | 47.24 |
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Boston Properties (BXP) | 0.1 | $850k | +39% | 12k | 70.17 |
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McKesson Corporation (MCK) | 0.1 | $845k | 1.8k | 462.98 |
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CVS Caremark Corporation (CVS) | 0.1 | $844k | +58% | 11k | 78.96 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $834k | 2.1k | 406.89 |
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Intercontinental Exchange (ICE) | 0.1 | $801k | -2% | 6.2k | 128.43 |
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Bhp Group Sponsored Ads (BHP) | 0.1 | $789k | +60% | 12k | 68.31 |
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Epam Systems (EPAM) | 0.1 | $785k | 2.6k | 297.34 |
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Cisco Systems (CSCO) | 0.1 | $777k | 15k | 50.52 |
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Arista Networks (ANET) | 0.1 | $768k | 3.3k | 235.51 |
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Tyson Foods Cl A (TSN) | 0.1 | $728k | +29% | 14k | 53.75 |
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Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $722k | 27k | 27.04 |
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Hercules Technology Growth Capital (HTGC) | 0.1 | $702k | 42k | 16.67 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $690k | 7.8k | 88.50 |
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CSX Corporation (CSX) | 0.1 | $661k | 19k | 34.67 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $651k | NEW | 14k | 47.79 |
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American Tower Reit (AMT) | 0.1 | $647k | 3.0k | 215.88 |
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Oneok (OKE) | 0.1 | $624k | 8.9k | 70.22 |
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Lockheed Martin Corporation (LMT) | 0.1 | $619k | -4% | 1.4k | 453.24 |
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Sherwin-Williams Company (SHW) | 0.1 | $609k | 2.0k | 311.90 |
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ConocoPhillips (COP) | 0.1 | $606k | 5.2k | 116.06 |
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Moderna (MRNA) | 0.1 | $597k | +2% | 6.0k | 99.45 |
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Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $592k | NEW | 15k | 40.87 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $581k | 7.5k | 77.51 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $569k | +5% | 9.8k | 57.94 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $563k | -20% | 23k | 24.11 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $560k | +92% | 5.4k | 103.45 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $558k | +20% | 6.1k | 91.41 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $549k | 3.3k | 165.25 |
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Wells Fargo & Company (WFC) | 0.1 | $548k | -44% | 11k | 49.22 |
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Workday Cl A (WDAY) | 0.1 | $543k | -20% | 2.0k | 276.06 |
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Zoom Video Communications In Cl A (ZM) | 0.1 | $539k | 7.5k | 71.91 |
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Kroger (KR) | 0.1 | $533k | 12k | 45.71 |
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NVR (NVR) | 0.1 | $525k | 75.00 | 7000.45 |
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AvalonBay Communities (AVB) | 0.1 | $520k | -8% | 2.8k | 187.22 |
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Advanced Micro Devices (AMD) | 0.1 | $519k | 3.5k | 147.41 |
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Black Stone Minerals Com Unit (BSM) | 0.1 | $517k | 32k | 15.96 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $513k | 9.2k | 55.59 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $507k | -11% | 5.9k | 85.54 |
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $507k | 44k | 11.47 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $500k | 1.1k | 448.18 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $495k | -18% | 1.6k | 303.17 |
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Okta Cl A (OKTA) | 0.0 | $490k | 5.4k | 90.53 |
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Encore Wire Corporation (WIRE) | 0.0 | $486k | 2.3k | 213.60 |
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Sun Communities (SUI) | 0.0 | $478k | 3.6k | 133.65 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $471k | 5.6k | 83.85 |
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TJX Companies (TJX) | 0.0 | $468k | 5.0k | 93.81 |
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National Retail Properties (NNN) | 0.0 | $455k | 11k | 43.10 |
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $452k | 20k | 22.77 |
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Select Sector Spdr Tr Financial (XLF) | 0.0 | $414k | 11k | 37.60 |
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Wal-Mart Stores (WMT) | 0.0 | $412k | 2.6k | 157.64 |
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Lithia Motors (LAD) | 0.0 | $407k | NEW | 1.2k | 329.28 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $402k | 13k | 31.49 |
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Smucker J M Com New (SJM) | 0.0 | $401k | -66% | 3.2k | 126.38 |
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Monster Beverage Corp (MNST) | 0.0 | $399k | -15% | 6.9k | 57.61 |
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Neurocrine Biosciences (NBIX) | 0.0 | $395k | -4% | 3.0k | 131.76 |
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Lennar Corp Cl A (LEN) | 0.0 | $374k | 2.5k | 149.04 |
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Applied Materials (AMAT) | 0.0 | $366k | 2.3k | 162.07 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $364k | 4.5k | 81.29 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $364k | -11% | 3.5k | 104.00 |
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Truist Financial Corp equities (TFC) | 0.0 | $360k | +5% | 9.8k | 36.92 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $357k | 16k | 21.78 |
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Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $354k | NEW | 5.9k | 60.22 |
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $353k | -4% | 4.6k | 77.49 |
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Docusign (DOCU) | 0.0 | $347k | 5.8k | 59.45 |
|
|
TPG Com Cl A (TPG) | 0.0 | $344k | 8.0k | 43.17 |
|
|
Gladstone Ld (LAND) | 0.0 | $342k | 24k | 14.45 |
|
|
Enterprise Products Partners (EPD) | 0.0 | $342k | 13k | 26.35 |
|
|
Caterpillar (CAT) | 0.0 | $341k | -6% | 1.2k | 295.62 |
|
Humana (HUM) | 0.0 | $338k | 738.00 | 457.81 |
|
|
Tcw Transform Etf Trust Transform System (NETZ) | 0.0 | $336k | 5.9k | 56.74 |
|
|
Philip Morris International (PM) | 0.0 | $332k | -6% | 3.5k | 94.08 |
|
Fiverr Intl Ord Shs (FVRR) | 0.0 | $332k | +15% | 12k | 27.22 |
|
Altria (MO) | 0.0 | $330k | +31% | 8.2k | 40.34 |
|
Stryker Corporation (SYK) | 0.0 | $329k | 1.1k | 299.46 |
|
|
Pure Storage Cl A (PSTG) | 0.0 | $321k | 9.0k | 35.66 |
|
|
Qualys (QLYS) | 0.0 | $320k | -12% | 1.6k | 196.28 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $320k | NEW | 3.0k | 105.23 |
|
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $318k | 3.3k | 96.85 |
|
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $314k | +30% | 3.1k | 100.26 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $307k | -6% | 578.00 | 530.79 |
|
Pfizer (PFE) | 0.0 | $304k | 11k | 28.79 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $302k | 2.3k | 130.92 |
|
|
Abbvie (ABBV) | 0.0 | $298k | +10% | 1.9k | 154.97 |
|
Crown Castle Intl (CCI) | 0.0 | $298k | -6% | 2.6k | 115.19 |
|
Abbott Laboratories (ABT) | 0.0 | $297k | 2.7k | 110.07 |
|
|
Lowe's Companies (LOW) | 0.0 | $296k | 1.3k | 222.55 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $294k | -21% | 388.00 | 756.92 |
|
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $293k | 6.5k | 44.94 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $283k | 3.5k | 79.71 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $282k | -8% | 2.4k | 117.22 |
|
IDEXX Laboratories (IDXX) | 0.0 | $281k | 506.00 | 555.05 |
|
|
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $279k | 1.3k | 220.43 |
|
|
Novartis Sponsored Adr (NVS) | 0.0 | $278k | 2.8k | 100.97 |
|
|
Dex (DXCM) | 0.0 | $273k | -6% | 2.2k | 124.09 |
|
Broadcom (AVGO) | 0.0 | $272k | NEW | 244.00 | 1116.25 |
|
Kinder Morgan (KMI) | 0.0 | $272k | 15k | 17.64 |
|
|
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $269k | 4.9k | 55.28 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.0 | $268k | +16% | 2.8k | 94.09 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $262k | 1.0k | 262.28 |
|
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $259k | NEW | 5.2k | 49.72 |
|
Dollar General (DG) | 0.0 | $258k | NEW | 1.9k | 135.95 |
|
Vanguard World Extended Dur (EDV) | 0.0 | $258k | NEW | 3.2k | 81.03 |
|
Bank of America Corporation (BAC) | 0.0 | $253k | 7.5k | 33.67 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $242k | 2.0k | 121.51 |
|
|
Cme (CME) | 0.0 | $240k | 1.1k | 210.60 |
|
|
McDonald's Corporation (MCD) | 0.0 | $233k | -11% | 787.00 | 296.51 |
|
Diageo Spon Adr New (DEO) | 0.0 | $227k | 1.6k | 145.66 |
|
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $226k | 790.00 | 286.24 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $225k | -10% | 4.4k | 51.31 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $224k | 895.00 | 250.70 |
|
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $223k | 3.2k | 69.34 |
|
|
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $220k | -8% | 4.6k | 47.74 |
|
Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $217k | 828.00 | 262.55 |
|
|
At&t (T) | 0.0 | $210k | 13k | 16.78 |
|
|
Illumina (ILMN) | 0.0 | $210k | -18% | 1.5k | 139.24 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $210k | -7% | 1.1k | 189.47 |
|
Blink Charging (BLNK) | 0.0 | $209k | NEW | 62k | 3.39 |
|
Athira Pharma (ATHA) | 0.0 | $207k | 85k | 2.43 |
|
|
Digital Realty Trust (DLR) | 0.0 | $204k | NEW | 1.5k | 134.58 |
|
Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $204k | NEW | 5.4k | 37.56 |
|
Ventas (VTR) | 0.0 | $202k | NEW | 4.1k | 49.84 |
|
American Express Company (AXP) | 0.0 | $202k | NEW | 1.1k | 187.34 |
|
Tree (TREE) | 0.0 | $201k | NEW | 6.6k | 30.32 |
|
Medical Properties Trust (MPW) | 0.0 | $190k | -28% | 39k | 4.91 |
|
Astronics Corporation (ATRO) | 0.0 | $179k | 10k | 17.42 |
|
|
Hanesbrands (HBI) | 0.0 | $81k | -26% | 18k | 4.46 |
|
Naas Technology Sponsored Ads (NAAS) | 0.0 | $27k | NEW | 18k | 1.52 |
|
Blacksky Technology Com Cl A (BKSY) | 0.0 | $15k | NEW | 11k | 1.40 |
|
Past Filings by Bristlecone Advisors
SEC 13F filings are viewable for Bristlecone Advisors going back to 2015
- 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
- Bristlecone Advisors 2020 Q3 filed Oct. 20, 2020
- Bristlecone Advisors 2020 Q2 filed July 16, 2020
- Bristlecone Advisors 2020 Q1 filed April 16, 2020