Cresset Asset Management

Latest statistics and disclosures from Cresset Asset Management's latest quarterly 13F-HR filing:

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Positions held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1750 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Cresset Asset Management has 1750 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 24.6 $6.4B -87% 15M 429.06
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Microsoft Corporation Put Option (MSFT) 12.1 $3.1B +867% 9.9M 315.75
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Arista Networks Put Option (ANET) 7.6 $2.0B -12% 11M 183.93
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Ishares Tr Core S&p500 Etf (IVV) 2.3 $598M +4% 1.4M 430.28
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Meta Platforms Cl A Call Option (META) 2.1 $557M -82% 1.9M 300.21
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Ishares Tr Msci Eafe Etf Put Option (EFA) 2.0 $518M +980% 7.5M 68.92
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Caterpillar Put Option (CAT) 2.0 $511M +754% 1.9M 273.00
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Philip Morris International Put Option (PM) 1.8 $477M +2638% 5.2M 92.58
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Apple Put Option (AAPL) 1.7 $432M -63% 2.5M 171.21
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Eli Lilly & Co. (LLY) 1.6 $408M +9% 760k 537.13
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $381M +28% 2.7M 141.69
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Ishares Tr Core Msci Eafe (IEFA) 1.2 $306M +15% 4.7M 64.35
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $291M +7% 3.1M 94.46
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Tesla Motors Call Option (TSLA) 1.1 $276M +47% 1.1M 250.22
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Mondelez Intl Cl A (MDLZ) 1.0 $262M +1857% 3.8M 69.82
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Ishares Tr S&p 100 Etf (OEF) 1.0 $247M 1.2M 200.67
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $244M +18% 4.7M 51.87
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $209M -3% 1.6M 130.86
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Centene Corporation (CNC) 0.7 $174M -5% 2.5M 68.88
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $162M -67% 765k 212.41
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Crowdstrike Hldgs Cl A Call Option (CRWD) 0.6 $160M -20% 954k 167.38
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $152M -87% 4.0M 37.95
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Amazon (AMZN) 0.5 $140M -83% 1.1M 127.12
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Vanguard Index Fds Large Cap Etf (VV) 0.5 $131M -4% 669k 195.69
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $129M 485k 266.48
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $125M +3% 1.8M 70.76
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UnitedHealth (UNH) 0.5 $123M -32% 244k 504.19
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Alphabet Cap Stk Cl C Call Option (GOOG) 0.4 $116M +6% 877k 131.85
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $114M +31% 1.3M 88.55
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $106M -3% 2.1M 50.60
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C H Robinson Worldwide Com New (CHRW) 0.3 $90M 1.0M 86.13
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $90M +5% 358k 250.39
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NVIDIA Corporation (NVDA) 0.3 $89M -73% 206k 434.99
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Microstrategy Cl A New Put Option (MSTR) 0.3 $89M +25944% 271k 328.28
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Servicenow Put Option (NOW) 0.3 $89M +524% 158k 558.96
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $84M -91% 241k 350.30
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $82M 395k 208.24
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Ishares Core Msci Emkt (IEMG) 0.3 $82M -30% 1.7M 47.59
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $75M NEW 746k 100.67
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $74M 2.2M 33.96
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Equinix (EQIX) 0.3 $73M 100k 726.26
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $70M 449k 156.10
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Johnson & Johnson (JNJ) 0.3 $70M -10% 447k 155.75
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Uber Technologies Put Option (UBER) 0.3 $69M +262% 1.5M 45.99
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JPMorgan Chase & Co. (JPM) 0.3 $68M -58% 471k 145.02
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $67M +3% 169k 394.09
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Visa Com Cl A (V) 0.2 $64M -39% 280k 230.01
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $62M -92% 172k 358.79
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $61M 346k 177.46
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $60M 1.5M 39.21
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $59M +4% 387k 152.72
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Ishares Gold Tr Ishares New (IAU) 0.2 $57M -57% 1.6M 34.99
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $57M 430k 132.30
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $56M -4% 2.1M 26.42
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Humana (HUM) 0.2 $50M +1810% 103k 487.37
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Vertex Pharmaceuticals Incorporated Put Option (VRTX) 0.2 $50M +1256% 143k 347.74
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Pepsi (PEP) 0.2 $49M -47% 287k 169.44
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Chevron Corporation (CVX) 0.2 $48M +7% 285k 168.62
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Wal-Mart Stores (WMT) 0.2 $45M -87% 284k 159.93
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Exxon Mobil Corporation (XOM) 0.2 $45M +3% 386k 117.58
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $45M +2% 474k 94.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $44M +6% 1.0M 43.72
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $43M NEW 852k 50.32
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Amedisys (AMED) 0.2 $42M 454k 93.40
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Five Below (FIVE) 0.2 $42M 258k 160.90
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Procter & Gamble Company (PG) 0.1 $39M +4% 267k 145.86
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Spdr Gold Tr Gold Shs (GLD) 0.1 $39M -13% 225k 171.45
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Draftkings Com Cl A (DKNG) 0.1 $38M 1.3M 29.44
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Merck & Co (MRK) 0.1 $38M +2% 368k 103.61
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Mastercard Incorporated Cl A (MA) 0.1 $38M +11% 95k 395.91
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Schwab Strategic Tr Internl Divid (SCHY) 0.1 $37M +5% 1.6M 23.00
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Netflix (NFLX) 0.1 $36M -89% 96k 377.60
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $36M +11% 158k 224.57
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $35M +6% 222k 159.49
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Abbvie (ABBV) 0.1 $34M -6% 227k 149.06
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McDonald's Corporation (MCD) 0.1 $33M -62% 126k 263.44
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Regeneron Pharmaceuticals Call Option (REGN) 0.1 $33M -92% 40k 822.96
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Bank of America Corporation (BAC) 0.1 $33M 1.2M 27.38
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Vanguard Index Fds Value Etf (VTV) 0.1 $32M 234k 137.93
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Adobe Systems Incorporated (ADBE) 0.1 $32M +2% 63k 509.89
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $32M +200% 60.00 531477.00
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $32M +2% 591k 53.52
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Home Depot (HD) 0.1 $31M -48% 103k 302.16
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ConocoPhillips (COP) 0.1 $30M +18% 252k 120.38
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Ishares Tr National Mun Etf (MUB) 0.1 $30M +24% 289k 102.54
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $29M 314k 93.18
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Costco Wholesale Corporation Call Option (COST) 0.1 $29M +6% 52k 564.96
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Oracle Corporation Call Option (ORCL) 0.1 $28M 269k 105.92
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Block Cl A Put Option (SQ) 0.1 $28M -52% 635k 44.26
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Palantir Technologies Cl A Put Option (PLTR) 0.1 $28M -84% 1.7M 16.00
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Select Sector Spdr Tr Energy (XLE) 0.1 $27M 298k 90.39
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Wells Fargo & Company (WFC) 0.1 $26M 646k 40.86
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $26M +4% 367k 71.33
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Cisco Systems (CSCO) 0.1 $26M -15% 484k 53.76
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Coca-Cola Company (KO) 0.1 $25M -14% 448k 56.40
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Comcast Corp Cl A (CMCSA) 0.1 $25M -5% 565k 44.34
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Broadcom (AVGO) 0.1 $25M 30k 830.60
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $25M +5% 489k 50.18
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Vanguard Index Fds Growth Etf (VUG) 0.1 $24M +12% 89k 272.31
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Abbott Laboratories (ABT) 0.1 $24M -50% 248k 96.85
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Ball Corporation (BALL) 0.1 $24M -86% 481k 49.78
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salesforce (CRM) 0.1 $23M +2% 115k 202.78
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $23M 94k 246.00
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Bristol Myers Squibb (BMY) 0.1 $23M 397k 58.04
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Deere & Company (DE) 0.1 $23M -66% 61k 378.02
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Lowe's Companies (LOW) 0.1 $23M +3% 110k 207.84
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Brown & Brown (BRO) 0.1 $23M 326k 69.84
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Danaher Corporation (DHR) 0.1 $23M -48% 91k 248.10
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Intuit (INTU) 0.1 $23M -40% 44k 510.94
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $21M -52% 535k 39.67
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Juniper Networks (JNPR) 0.1 $21M 759k 27.79
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Shell Spon Ads (SHEL) 0.1 $21M +11% 328k 64.38
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General Electric Com New (GE) 0.1 $21M -17% 191k 110.63
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Select Sector Spdr Tr Technology (XLK) 0.1 $21M 129k 163.93
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Goldman Sachs (GS) 0.1 $21M -70% 65k 323.57
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Zscaler Incorporated (ZS) 0.1 $21M 132k 155.59
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $20M +18% 592k 33.61
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Ishares Msci Jpn Etf New (EWJ) 0.1 $20M +24% 330k 60.29
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $20M 311k 63.50
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Raytheon Technologies Corp (RTX) 0.1 $20M -95% 272k 71.97
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Pinterest Cl A Call Option (PINS) 0.1 $19M +7% 715k 27.03
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Analog Devices (ADI) 0.1 $19M +25% 108k 175.09
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $19M +105% 202k 91.82
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $19M -6% 60k 307.11
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Pfizer (PFE) 0.1 $18M -7% 555k 33.17
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S&p Global (SPGI) 0.1 $18M +4% 50k 365.41
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $18M +63% 86k 214.18
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $18M 314k 57.93
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Amgen (AMGN) 0.1 $18M +6% 68k 268.76
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $17M NEW 564k 30.35
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Blackstone Group Inc Com Cl A (BX) 0.1 $17M -3% 159k 107.14
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Thermo Fisher Scientific Call Option (TMO) 0.1 $17M +4% 33k 506.17
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Qualcomm (QCOM) 0.1 $16M +2% 147k 111.06
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TJX Companies (TJX) 0.1 $16M 183k 88.88
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Charles Schwab Corporation (SCHW) 0.1 $16M -75% 292k 54.90
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $16M +16% 38k 415.67
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Emerson Electric (EMR) 0.1 $16M +6% 163k 96.57
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Medtronic SHS (MDT) 0.1 $16M -26% 200k 78.93
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Honeywell International (HON) 0.1 $16M +6% 85k 184.74
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Pure Storage Cl A (PSTG) 0.1 $16M -96% 441k 35.62
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $15M +2726% 497k 31.05
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $15M 120k 128.74
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Automatic Data Processing (ADP) 0.1 $15M +3% 64k 241.69
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Intel Corporation (INTC) 0.1 $15M -4% 423k 35.55
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EOG Resources (EOG) 0.1 $15M +3% 116k 126.76
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Amphenol Corp Cl A (APH) 0.1 $15M +26% 174k 84.19
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Anthem (ELV) 0.1 $15M +35% 34k 435.42
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Nucor Corporation (NUE) 0.1 $15M +6% 93k 156.86
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $14M -17% 601k 23.94
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Nike CL B (NKE) 0.1 $14M -77% 148k 95.91
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $14M -5% 207k 68.63
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Nextera Energy (NEE) 0.1 $14M -14% 245k 57.29
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Texas Instruments Incorporated (TXN) 0.1 $14M 88k 159.01
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United Parcel Service CL B (UPS) 0.1 $14M -18% 89k 155.87
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Lockheed Martin Corporation (LMT) 0.1 $14M 34k 408.96
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Clean Harbors (CLH) 0.1 $14M +40% 82k 167.36
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Aon Shs Cl A (AON) 0.1 $14M 42k 324.22
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CVS Caremark Corporation (CVS) 0.1 $14M -20% 193k 69.82
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $14M +17% 639k 21.11
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Union Pacific Corporation (UNP) 0.1 $13M -80% 65k 203.63
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $13M 487k 26.20
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $13M -13% 238k 53.56
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $13M -4% 138k 92.37
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $13M 124k 101.40
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Select Sector Spdr Tr Financial (XLF) 0.0 $12M 375k 33.17
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Chubb (CB) 0.0 $12M -4% 59k 209.03
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Linde SHS (LIN) 0.0 $12M -7% 33k 372.35
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Illinois Tool Works (ITW) 0.0 $12M +5% 53k 231.56
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Air Products & Chemicals (APD) 0.0 $12M +2% 43k 284.98
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Advanced Micro Devices (AMD) 0.0 $12M -80% 118k 102.82
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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.0 $12M NEW 370k 32.40
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Bwx Technologies (BWXT) 0.0 $12M +55% 159k 74.98
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Roper Industries (ROP) 0.0 $12M +3% 24k 484.27
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AFLAC Incorporated (AFL) 0.0 $11M -89% 149k 76.75
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $11M +3112% 124k 91.59
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Copart (CPRT) 0.0 $11M +173% 261k 43.09
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Sap Se Spon Adr (SAP) 0.0 $11M +155% 87k 129.32
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Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $11M +24% 205k 54.78
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Starbucks Corporation (SBUX) 0.0 $11M 123k 91.27
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Aercap Holdings Nv SHS (AER) 0.0 $11M +57% 178k 62.67
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Waste Connections (WCN) 0.0 $11M +55% 82k 134.89
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $11M 19k 588.65
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Intuitive Surgical Com New (ISRG) 0.0 $11M -9% 37k 292.29
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Airbnb Com Cl A (ABNB) 0.0 $11M +32% 79k 137.21
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BRC Com Cl A (BRCC) 0.0 $11M +49% 3.0M 3.59
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3M Company (MMM) 0.0 $11M +6% 115k 93.62
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American Express Company (AXP) 0.0 $11M -90% 72k 149.19
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $11M 23k 457.27
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Waste Management (WM) 0.0 $11M -71% 69k 152.44
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $10M -16% 101k 103.32
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Unilever Spon Adr New (UL) 0.0 $10M +4% 208k 49.40
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Walt Disney Company (DIS) 0.0 $10M -87% 126k 81.05
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Zoetis Cl A (ZTS) 0.0 $10M +16% 59k 173.98
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Novo-nordisk A S Adr (NVO) 0.0 $10M +109% 112k 90.94
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Ametek (AME) 0.0 $10M +44% 69k 147.76
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $10M 138k 73.26
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Marriott Intl Cl A (MAR) 0.0 $10M -75% 51k 196.56
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International Business Machines (IBM) 0.0 $10M -85% 72k 140.30
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West Pharmaceutical Services (WST) 0.0 $10M +2% 27k 375.21
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Altria (MO) 0.0 $9.8M +62% 229k 42.90
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Capital One Financial (COF) 0.0 $9.7M 100k 97.05
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Corning Incorporated (GLW) 0.0 $9.6M +2% 314k 30.47
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Charter Communications Inc N Cl A (CHTR) 0.0 $9.4M 22k 439.82
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Lauder Estee Cos Cl A (EL) 0.0 $9.3M +23% 65k 144.55
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $9.3M 133k 69.53
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Target Corporation (TGT) 0.0 $9.1M +6% 83k 110.57
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $9.1M -10% 125k 72.74
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $8.9M -82% 102k 87.33
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Activision Blizzard 0.0 $8.9M +5% 95k 93.63
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General Dynamics Corporation (GD) 0.0 $8.9M +8% 40k 220.97
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Ishares Tr Msci Usa Value (VLUE) 0.0 $8.8M -12% 96k 91.40
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A. O. Smith Corporation (AOS) 0.0 $8.7M +4% 132k 66.13
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Iqvia Holdings (IQV) 0.0 $8.7M +39% 44k 196.75
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Chipotle Mexican Grill (CMG) 0.0 $8.7M 4.7k 1831.83
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Cintas Corporation (CTAS) 0.0 $8.7M +2% 18k 480.99
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American Intl Group Com New (AIG) 0.0 $8.6M +3% 141k 60.60
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Sherwin-Williams Company (SHW) 0.0 $8.5M +4% 34k 255.05
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $8.5M +3% 36k 235.91
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Applied Materials Put Option (AMAT) 0.0 $8.4M +7% 61k 138.45
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Hilton Worldwide Holdings (HLT) 0.0 $8.4M 56k 150.18
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Nutrien (NTR) 0.0 $8.3M +3% 133k 62.58
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BlackRock (BLK) 0.0 $8.2M 13k 646.51
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Colgate-Palmolive Company (CL) 0.0 $8.1M +2% 115k 71.11
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W.W. Grainger (GWW) 0.0 $8.1M +4% 12k 691.86
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Entegris (ENTG) 0.0 $8.0M +54% 86k 93.91
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KBR (KBR) 0.0 $8.0M +51% 136k 59.07
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $8.0M 189k 42.38
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Norfolk Southern (NSC) 0.0 $8.0M 41k 196.93
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $8.0M 52k 154.59
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Ingredion Incorporated (INGR) 0.0 $7.9M +72% 80k 99.18
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Palo Alto Networks (PANW) 0.0 $7.8M -20% 33k 234.44
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Henry Schein (HSIC) 0.0 $7.7M +59% 104k 74.25
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Verizon Communications (VZ) 0.0 $7.7M +9% 239k 32.41
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Applovin Corp Com Cl A (APP) 0.0 $7.7M -93% 193k 39.96
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $7.7M -6% 166k 46.55
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $7.7M +9% 112k 68.81
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Eaton Corp SHS (ETN) 0.0 $7.7M -10% 36k 213.28
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Synopsys (SNPS) 0.0 $7.6M +4% 17k 458.97
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MidWestOne Financial (MOFG) 0.0 $7.6M 375k 20.33
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Cardinal Health (CAH) 0.0 $7.4M +4% 86k 86.82
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Truist Financial Corp equities (TFC) 0.0 $7.4M 258k 28.59
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $7.3M +7% 109k 67.68
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Fmc Corp Com New (FMC) 0.0 $7.3M +54% 109k 67.55
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PPG Industries (PPG) 0.0 $7.3M +3% 56k 129.80
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Autodesk (ADSK) 0.0 $7.3M 35k 206.91
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Us Bancorp Del Com New (USB) 0.0 $7.2M +2% 218k 33.18
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Intercontinental Exchange (ICE) 0.0 $7.0M +6% 64k 110.02
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Rockwell Automation (ROK) 0.0 $7.0M 24k 285.88
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Prologis (PLD) 0.0 $7.0M 62k 112.21
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Vanguard World Fds Financials Etf (VFH) 0.0 $6.9M +6% 86k 80.76
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Past Filings by Cresset Asset Management

SEC 13F filings are viewable for Cresset Asset Management going back to 2018

View all past filings