Cresset Asset Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 735 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Cresset Asset Management has 735 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 27.2 $2.2B 17M 128.52
 View chart
Ishares Tr Core S&p500 Etf (IVV) 6.3 $499M -6% 1.8M 282.36
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $383M +5% 1.8M 213.74
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $332M +6% 1.4M 241.66
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $294M 4.3M 68.49
 View chart
Ishares Tr Core Msci Eafe (IEFA) 2.6 $206M -21% 3.3M 61.73
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $200M +20% 588k 339.67
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $181M +25% 1.2M 151.05
 View chart
Ishares Core Msci Emkt (IEMG) 2.0 $157M -8% 3.4M 46.95
 View chart
Ishares Gold Tr Ishares New (IAU) 1.8 $140M -18% 4.1M 34.55
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $137M +123% 734k 187.02
 View chart
Vanguard Index Fds Large Cap Etf (VV) 1.5 $121M -12% 697k 173.63
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $106M +113% 2.4M 45.14
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $84M +73% 413k 203.40
 View chart
Hyatt Hotels Corp Com Cl A (H) 1.0 $82M +83% 911k 90.11
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $82M +14% 924k 88.55
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $80M NEW 1.4M 57.82
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $76M -3% 2.8M 26.69
 View chart
Starbucks Corporation (SBUX) 0.9 $71M 722k 98.30
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $70M +82% 2.2M 32.21
 View chart
Nike CL B (NKE) 0.9 $69M 612k 113.18
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.9 $67M +41% 1.1M 63.58
 View chart
Amazon (AMZN) 0.9 $67M 868k 77.49
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $62M +2% 739k 84.30
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $62M +174% 1.6M 38.86
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.7 $56M 255k 220.71
 View chart
Microsoft Corporation (MSFT) 0.7 $55M +4% 267k 204.36
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $52M +13% 363k 143.22
 View chart
Lamar Advertising Cl A (LAMR) 0.6 $49M 520k 94.33
 View chart
Eli Lilly & Co. (LLY) 0.6 $47M 131k 358.99
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.6 $44M 243k 182.18
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.6 $44M +215% 297k 147.41
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.5 $38M +227% 224k 169.56
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $37M -4% 326k 112.37
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $36M +3% 229k 157.96
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $34M +107% 912k 37.31
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $33M +66% 641k 51.72
 View chart
Cisco Systems (CSCO) 0.4 $31M 667k 45.82
 View chart
Ishares Tr Mbs Etf (MBB) 0.4 $29M +2804% 308k 92.75
 View chart
Ishares Tr National Mun Etf (MUB) 0.4 $28M +457% 268k 105.52
 View chart
Block Cl A (SQ) 0.3 $27M 430k 62.82
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $26M -14% 204k 126.86
 View chart
Bristol Myers Squibb (BMY) 0.3 $26M -2% 370k 69.62
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $24M +24% 569k 41.61
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $24M +11% 329k 71.84
 View chart
Pimco Access Income Fund Shs Benfin Int (PAXS) 0.3 $23M +6073% 1.6M 14.79
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $22M +4% 285k 77.53
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $22M +18% 333k 65.60
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $21M -8% 98k 217.04
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $21M +58% 418k 49.83
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $20M +8% 101k 200.03
 View chart
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $20M 124k 157.71
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $20M +29% 94k 207.89
 View chart
Merck & Co (MRK) 0.2 $19M -4% 199k 96.65
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $19M -4% 80k 234.30
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $19M +79% 783k 23.67
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $17M -7% 224k 76.98
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $17M +2% 58k 292.97
 View chart
Ishares Tr Msci Usa Value (VLUE) 0.2 $16M -6% 170k 91.09
 View chart
Intel Corporation (INTC) 0.2 $16M -2% 612k 25.27
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $15M 132k 113.82
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $15M -29% 227k 65.85
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $15M +1051% 142k 103.73
 View chart
Johnson & Johnson (JNJ) 0.2 $14M 109k 128.02
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $14M +26% 424k 32.39
 View chart
Raytheon Technologies Corp (RTX) 0.2 $14M +8% 144k 93.68
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $13M +16% 126k 103.24
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.2 $13M -27% 412k 31.24
 View chart
Home Depot (HD) 0.2 $13M +9% 48k 260.88
 View chart
Brown & Brown (BRO) 0.2 $13M 219k 56.97
 View chart
Vanguard World Mega Cap Val Etf (MGV) 0.2 $13M +4143% 121k 102.85
 View chart
Select Sector Spdr Tr Technology (XLK) 0.2 $12M +55% 177k 69.01
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $12M +36% 237k 50.14
 View chart
Xpel (XPEL) 0.1 $11M 186k 60.06
 View chart
Exxon Mobil Corporation (XOM) 0.1 $11M -3% 132k 83.19
 View chart
Meta Platforms Cl A (META) 0.1 $9.5M -9% 88k 107.94
 View chart
Truist Financial Corp equities (TFC) 0.1 $9.4M +5% 226k 41.72
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $9.3M +7% 32k 287.07
 View chart
Bank of America Corporation (BAC) 0.1 $9.2M -2% 290k 31.84
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.0M +1269% 295k 30.53
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $8.8M -3% 133k 66.02
 View chart
Visa Com Cl A (V) 0.1 $8.8M +6% 57k 154.33
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $8.6M +40% 43k 200.54
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $8.6M 131k 65.76
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $8.5M +100% 97k 87.92
 View chart
Pfizer (PFE) 0.1 $8.5M -5% 218k 39.03
 View chart
UnitedHealth (UNH) 0.1 $8.5M +9% 28k 303.61
 View chart
Chevron Corporation (CVX) 0.1 $8.4M 56k 151.27
 View chart
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $8.1M -12% 152k 53.14
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $8.1M 25k 329.32
 View chart
Procter & Gamble Company (PG) 0.1 $8.0M +4% 68k 119.27
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.1 $7.8M 651k 12.01
 View chart
McDonald's Corporation (MCD) 0.1 $7.5M +5% 36k 212.12
 View chart
Abbvie (ABBV) 0.1 $7.4M +8% 61k 120.56
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $7.3M 176k 41.61
 View chart
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $7.3M NEW 144k 50.55
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $7.1M -23% 78k 91.15
 View chart
Wal-Mart Stores (WMT) 0.1 $7.0M -7% 53k 132.76
 View chart
Costco Wholesale Corporation (COST) 0.1 $6.8M +3% 21k 328.68
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $6.8M -6% 104k 65.61
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $6.5M -3% 1.0M 6.35
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $6.4M +41% 264k 24.20
 View chart
Corning Incorporated (GLW) 0.1 $6.3M 205k 30.61
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $6.2M 100k 62.06
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $6.2M -5% 20k 303.42
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.2M +67% 156k 39.51
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $6.1M -34% 83k 73.88
 View chart
Devon Energy Corporation (DVN) 0.1 $5.9M -2% 96k 61.51
 View chart
Philip Morris International (PM) 0.1 $5.9M 59k 100.03
 View chart
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $5.9M +35% 144k 40.76
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $5.8M 175k 32.89
 View chart
Pepsi (PEP) 0.1 $5.7M -3% 106k 53.66
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $5.7M +13% 117k 48.51
 View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $5.6M -4% 269k 20.98
 View chart
BRC Com Cl A (BRCC) 0.1 $5.6M NEW 912k 6.11
 View chart
Select Sector Spdr Tr Energy (XLE) 0.1 $5.5M +107% 80k 69.22
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $5.3M 178k 29.69
 View chart
Autodesk (ADSK) 0.1 $5.2M +2% 28k 185.42
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $5.2M 48k 109.55
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $5.2M +55% 84k 61.62
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $5.2M +336% 57k 91.47
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.2M +57% 11.00 468711.00
 View chart
Verizon Communications (VZ) 0.1 $5.2M 142k 36.30
 View chart
NVIDIA Corporation (NVDA) 0.1 $5.1M -14% 47k 109.67
 View chart
Coca-Cola Company (KO) 0.1 $5.1M +19% 102k 49.78
 View chart
Union Pacific Corporation (UNP) 0.1 $5.0M +17% 29k 171.08
 View chart
Chicago Atlantic Real Estate Fin (REFI) 0.1 $5.0M NEW 316k 15.83
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $5.0M +13% 113k 44.00
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $4.9M +9% 24k 207.41
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $4.8M -17% 59k 81.55
 View chart
Lowe's Companies (LOW) 0.1 $4.7M -7% 27k 177.35
 View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.1 $4.7M +2% 96k 48.47
 View chart
Oracle Corporation (ORCL) 0.1 $4.5M 66k 67.66
 View chart
Danaher Corporation (DHR) 0.1 $4.5M -11% 21k 210.65
 View chart
Phillips Edison & Co Common Stock (PECO) 0.1 $4.4M -3% 137k 31.93
 View chart
On Assignment (ASGN) 0.1 $4.3M 52k 81.48
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $4.2M 48k 86.58
 View chart
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $4.2M 33k 124.77
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $4.1M -2% 136k 30.40
 View chart
Broadcom (AVGO) 0.1 $4.1M +4% 8.8k 459.17
 View chart
Abbott Laboratories (ABT) 0.1 $4.0M +24% 51k 77.92
 View chart
Rxsight (RXST) 0.0 $3.8M 316k 12.15
 View chart
Carrier Global Corporation (CARR) 0.0 $3.8M +3% 92k 41.17
 View chart
CVS Caremark Corporation (CVS) 0.0 $3.8M -4% 50k 76.27
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.7M +8% 31k 120.07
 View chart
Walt Disney Company (DIS) 0.0 $3.7M -15% 60k 62.48
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $3.7M 28k 133.38
 View chart
Revolve Group Cl A (RVLV) 0.0 $3.7M +121% 166k 22.26
 View chart
Altria (MO) 0.0 $3.6M -13% 88k 41.33
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $3.5M +45% 64k 55.10
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $3.5M +3% 79k 44.39
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $3.5M -12% 53k 65.48
 View chart
salesforce (CRM) 0.0 $3.4M 33k 106.04
 View chart
Alignment Healthcare (ALHC) 0.0 $3.4M 286k 11.76
 View chart
Thermo Fisher Scientific (TMO) 0.0 $3.4M +12% 9.2k 366.26
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $3.3M 41k 81.14
 View chart
Amgen (AMGN) 0.0 $3.2M -3% 14k 229.98
 View chart
Nextera Energy (NEE) 0.0 $3.2M +17% 41k 78.15
 View chart
BlackRock (BLK) 0.0 $3.2M +20% 5.3k 598.51
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $3.1M 54k 57.87
 View chart
Otis Worldwide Corp (OTIS) 0.0 $3.1M 44k 70.42
 View chart
American Tower Reit (AMT) 0.0 $3.1M +20% 17k 181.70
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $3.1M -10% 58k 52.88
 View chart
Halliburton Company (HAL) 0.0 $3.0M -2% 76k 39.35
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $2.9M 48k 61.95
 View chart
Qorvo (QRVO) 0.0 $2.9M 32k 90.11
 View chart
Honeywell International (HON) 0.0 $2.9M +32% 20k 144.62
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.0 $2.8M +316% 14k 210.52
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $2.8M -11% 131k 21.60
 View chart
Ares Capital Corporation (ARCC) 0.0 $2.8M +8% 150k 18.47
 View chart
Ishares Tr Core Msci Euro (IEUR) 0.0 $2.8M 59k 47.09
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $2.7M +2% 20k 139.60
 View chart
International Business Machines (IBM) 0.0 $2.7M -6% 27k 102.42
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.7M +6% 16k 170.13
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.7M 31k 87.22
 View chart
Ishares Msci Jpn Etf New (EWJ) 0.0 $2.7M 50k 54.44
 View chart
Taylor Morrison Hom (TMHC) 0.0 $2.7M 88k 30.35
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $2.6M 46k 56.48
 View chart
Texas Instruments Incorporated (TXN) 0.0 $2.6M +73% 19k 133.07
 View chart
Analog Devices (ADI) 0.0 $2.6M +35% 18k 140.72
 View chart
Anthem (ELV) 0.0 $2.5M -12% 4.9k 509.01
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $2.4M -27% 88k 27.67
 View chart
Williams Companies (WMB) 0.0 $2.4M -29% 74k 32.57
 View chart
Tesla Motors (TSLA) 0.0 $2.4M -22% 25k 96.66
 View chart
At&t (T) 0.0 $2.3M +13% 145k 16.20
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $2.3M 46k 50.31
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $2.3M -5% 204k 11.37
 View chart
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $2.3M +79% 37k 62.82
 View chart
Ford Motor Company (F) 0.0 $2.3M 243k 9.42
 View chart
First Horizon National Corporation (FHN) 0.0 $2.2M -12% 91k 24.65
 View chart
Caterpillar (CAT) 0.0 $2.2M -12% 9.8k 227.24
 View chart
Tcg Bdc (CGBD) 0.0 $2.2M 150k 14.75
 View chart
TJX Companies (TJX) 0.0 $2.2M +44% 32k 69.50
 View chart
Boeing Company (BA) 0.0 $2.2M +6% 17k 131.68
 View chart
John Marshall Ban (JMSB) 0.0 $2.2M -6% 75k 28.78
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $2.2M +120% 43k 50.53
 View chart
Lockheed Martin Corporation (LMT) 0.0 $2.1M -6% 6.3k 341.15
 View chart
Independence Realty Trust In (IRT) 0.0 $2.1M +43% 126k 17.00
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $2.1M 50k 42.88
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $2.1M -4% 47k 45.17
 View chart
EOG Resources (EOG) 0.0 $2.1M +65% 19k 110.19
 View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $1.9M -22% 41k 47.41
 View chart
Intercontinental Exchange (ICE) 0.0 $1.9M +64% 22k 90.04
 View chart
United Parcel Service CL B (UPS) 0.0 $1.9M +35% 13k 144.69
 View chart
FedEx Corporation (FDX) 0.0 $1.9M -5% 13k 148.21
 View chart
Shopify Cl A (SHOP) 0.0 $1.9M -2% 58k 32.24
 View chart
Target Corporation (TGT) 0.0 $1.9M -5% 40k 47.28
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.8M -5% 22k 83.60
 View chart
Morgan Stanley Com New (MS) 0.0 $1.8M +10% 28k 66.66
 View chart
Automatic Data Processing (ADP) 0.0 $1.8M +9% 13k 147.21
 View chart
American Express Company (AXP) 0.0 $1.8M -5% 19k 93.70
 View chart
Novartis Sponsored Adr (NVS) 0.0 $1.8M -14% 20k 89.96
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.8M +2% 13k 143.26
 View chart
Prologis (PLD) 0.0 $1.8M +34% 20k 87.73
 View chart
Netflix (NFLX) 0.0 $1.8M -36% 8.3k 215.28
 View chart
Zoetis Cl A (ZTS) 0.0 $1.8M 17k 104.99
 View chart
Jefferies Finl Group (JEF) 0.0 $1.7M 51k 34.28
 View chart
Kkr & Co (KKR) 0.0 $1.7M +2% 37k 46.01
 View chart
MercadoLibre (MELI) 0.0 $1.7M 2.4k 705.46
 View chart
Palo Alto Networks (PANW) 0.0 $1.7M +3% 17k 100.12
 View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $1.7M 28k 60.36
 View chart
Qualcomm (QCOM) 0.0 $1.7M -9% 23k 74.38
 View chart
Investment Managers Ser Tr I Axs 2x Invtn New (TARK) 0.0 $1.7M NEW 40k 41.64
 View chart
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $1.7M 25k 68.44
 View chart
Sherwin-Williams Company (SHW) 0.0 $1.7M +59% 8.7k 192.39
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $1.7M -11% 26k 63.12
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.7M +28% 60k 27.80
 View chart
Linde SHS 0.0 $1.7M +58% 8.7k 191.69
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.6M 20k 82.32
 View chart
American Electric Power Company (AEP) 0.0 $1.6M +63% 18k 89.84
 View chart
Wells Fargo & Company (WFC) 0.0 $1.6M -18% 79k 20.64
 View chart
Baidu Spon Adr Rep A (BIDU) 0.0 $1.6M 14k 112.85
 View chart
Zoominfo Technologies Common Stock (ZI) 0.0 $1.6M +81% 53k 30.11
 View chart
Stryker Corporation (SYK) 0.0 $1.6M +5% 7.6k 208.86
 View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $1.6M +60% 64k 24.49
 View chart
Msa Safety Inc equity (MSA) 0.0 $1.6M 11k 142.17
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $1.6M +30% 60k 25.86
 View chart
Paypal Holdings (PYPL) 0.0 $1.5M -19% 27k 56.65
 View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $1.5M +16% 27k 56.22
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $1.5M +4% 18k 84.19
 View chart
Gilead Sciences (GILD) 0.0 $1.5M -4% 22k 67.84
 View chart
Goldman Sachs (GS) 0.0 $1.5M -19% 7.6k 192.67
 View chart
Texas Pacific Land Corp (TPL) 0.0 $1.5M 623.00 2345.48
 View chart
Lendingclub Corp Com New (LC) 0.0 $1.5M +23% 166k 8.80
 View chart
Marsh & McLennan Companies (MMC) 0.0 $1.4M +49% 9.9k 144.83
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $1.4M +5% 6.5k 219.46
 View chart
Eaton Corp SHS (ETN) 0.0 $1.4M -4% 12k 119.45
 View chart
Novo-nordisk A S Adr (NVO) 0.0 $1.4M -12% 14k 102.63
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $1.4M +39% 16k 89.22
 View chart
Molina Healthcare (MOH) 0.0 $1.4M 4.2k 330.22
 View chart

Past Filings by Cresset Asset Management

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

View all past filings