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Cresset Asset Management

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

Top 5 stock holdings are Arista Networks, SPY, IVV, AAPL, RSP, and represent 36.09% of Cresset Asset Management's stock portfolio.
Added to shares of these 10 stocks: Arista Networks (+$3.0B), OWL (+$138M), RDDT (+$132M), OBDE (+$125M), SCHD (+$98M), OBDC (+$68M), SCHF (+$65M), SCHX (+$48M), PLTR (+$40M), IJH (+$38M).
Started 93 new stock positions in DMLP, HR, Tidal Etf Tr, MAXN, COLD, ALIT, VTR, SH, ERAS, IIIN.
Reduced shares in these 10 stocks: ANET (-$2.8B), IVV (-$369M), OEF (-$310M), IJR (-$268M), MSFT (-$224M), AAPL (-$219M), AMZN (-$171M), NVDA (-$170M), UNH (-$121M), SPY (-$115M).
Sold out of its positions in ADT, ABSI, AGCO, ASX, SGOL, ACHC, AHCO, AAP, AEG, WMS.
Cresset Asset Management was a net seller of stock by $-5.0B.
Cresset Asset Management has $21B in assets under management (AUM), dropping by -19.46%.
Central Index Key (CIK): 0001761013

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Portfolio Holdings for Cresset Asset Management

Cresset Asset Management holds 1643 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Cresset Asset Management has 1643 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cresset Asset Management Dec. 31, 2024 positions
Download the Cresset Asset Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Arista Networks Com Shs	14.4	$3.0B	NEW	27M	110.53	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)	9.4	$2.0B	-5%	3.3M	586.08	View chart
Ishares Tr Core S&p500 Etf Put Option (Principal) (IVV)	5.8	$1.2B	-23%	2.1M	588.68	View chart
Apple (AAPL)	3.4	$708M	-23%	2.8M	250.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Put Option (Principal) (RSP)	3.1	$654M	+4%	3.7M	175.23	View chart
Ishares Tr Core S&p Scp Etf Put Option (Principal) (IJR)	2.0	$421M	-38%	3.7M	115.22	View chart
Meta Platforms Cl A Put Option (META)	2.0	$409M	-19%	698k	585.51	View chart
Ishares Tr S&p 100 Etf (OEF)	1.6	$329M	-48%	1.1M	288.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$320M	-4%	4.6M	70.28	View chart
Alphabet Cap Stk Cl A Put Option (GOOGL)	1.5	$305M	-18%	1.6M	190.44	View chart
Microsoft Corporation (MSFT)	1.3	$276M	-44%	656k	421.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$261M		4.5M	57.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$249M	-2%	859k	289.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$230M	+19%	3.7M	62.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$229M	+3%	425k	538.81	View chart
Reddit Cl A (RDDT)	1.0	$214M	+159%	1.3M	163.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$210M	-6%	523k	401.58	View chart
NVIDIA Corporation Put Option (NVDA)	0.9	$187M	-47%	1.4M	134.29	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.9	$187M	+27%	2.5M	75.63	View chart
Amazon Put Option (AMZN)	0.8	$170M	-50%	774k	219.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$166M	-36%	871k	190.44	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$164M		1.6M	99.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$154M	-6%	570k	269.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$151M	+185%	5.5M	27.32	View chart
Blue Owl Capital Com Cl A (OWL)	0.7	$141M	+4277%	6.1M	23.26	View chart
Blue Owl Cap Corp Iii Com Shs (OBDE)	0.6	$125M	NEW	8.2M	15.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$124M		632k	195.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$120M	+116%	6.5M	18.50	View chart
C H Robinson Worldwide Com New (CHRW)	0.6	$118M	-48%	1.1M	103.37	View chart
UnitedHealth Put Option (Principal) (UNH)	0.5	$108M	-52%	214k	505.86	View chart
Oracle Corporation Put Option (Principal) (ORCL)	0.5	$107M	-17%	644k	166.64	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.5	$102M	-32%	225k	453.28	View chart
JPMorgan Chase & Co. Put Option (Principal) (JPM)	0.5	$98M	-30%	409k	239.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$98M		371k	264.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$92M	-6%	517k	178.08	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$90M	-5%	898k	100.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$90M	+113%	3.9M	23.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$88M	+61%	752k	117.48	View chart
Tesla Motors Call Option (TSLA)	0.4	$88M	-49%	217k	403.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$87M	-19%	395k	220.96	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (Principal) (QQQ)	0.4	$87M	-21%	169k	511.23	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$77M	+5%	2.2M	35.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$76M	+4%	185k	410.44	View chart
Wal-Mart Stores (WMT)	0.4	$76M	-25%	838k	90.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$76M		1.6M	47.82	View chart
Visa Com Cl A (V)	0.3	$69M	-46%	218k	316.04	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$69M	+8188%	4.4M	15.49	View chart
Broadcom (AVGO)	0.3	$67M	-45%	287k	231.84	View chart
Eli Lilly & Co. (LLY)	0.3	$65M	-37%	85k	772.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$64M	+4%	1.3M	49.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$63M	+15%	1.4M	44.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$62M	-12%	478k	128.62	View chart
Spdr Gold Tr Gold Shs Put Option (Principal) (GLD)	0.3	$60M	+2%	247k	242.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$59M	-10%	610k	96.93	View chart
Johnson & Johnson (JNJ)	0.3	$59M	-27%	404k	144.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$58M	+3%	295k	198.18	View chart
Centene Corporation (CNC)	0.3	$58M	-55%	956k	60.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$56M	-2%	195k	287.82	View chart
Equinix (EQIX)	0.3	$56M	-5%	60k	942.90	View chart
Bank of America Corporation Put Option (Principal) (BAC)	0.3	$56M	-23%	1.3M	43.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$56M	-7%	300k	185.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$53M	-12%	702k	75.61	View chart
Uber Technologies Put Option (UBER)	0.3	$53M	-20%	879k	60.32	View chart
Mastercard Incorporated Cl A (MA)	0.2	$52M	-29%	99k	526.57	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$49M	-10%	946k	52.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$49M		1.3M	37.12	View chart
Abbvie Put Option (Principal) (ABBV)	0.2	$48M	-21%	271k	177.70	View chart
Cisco Systems Call Option (CSCO)	0.2	$47M	-10%	801k	59.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$47M	+76%	224k	210.45	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$45M	+341%	485k	93.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$45M	-8%	265k	169.30	View chart
Pepsi Put Option (Principal) (PEP)	0.2	$44M	-35%	292k	152.06	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$44M	-4%	1.9M	23.12	View chart
Exxon Mobil Corporation Put Option (Principal) (XOM)	0.2	$43M	-32%	404k	107.57	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$43M	+6%	636k	68.00	View chart
Caterpillar (CAT)	0.2	$42M	-38%	116k	362.76	View chart
Draftkings Com Cl A (DKNG)	0.2	$42M	-8%	1.1M	37.20	View chart
Amedisys (AMED)	0.2	$41M		452k	90.79	View chart
McDonald's Corporation (MCD)	0.2	$41M	-27%	141k	289.89	View chart
Dycom Industries (DY)	0.2	$40M	-68%	229k	174.06	View chart
Costco Wholesale Corporation (COST)	0.2	$39M	-43%	43k	916.26	View chart
Applovin Corp Com Cl A (APP)	0.2	$39M	-10%	121k	323.83	View chart
Chevron Corporation Put Option (Principal) (CVX)	0.2	$36M	-30%	251k	144.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$35M		441k	79.99	View chart
Procter & Gamble Company Put Option (Principal) (PG)	0.2	$35M	-40%	210k	167.65	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$35M	-28%	105k	334.25	View chart
Brown & Brown (BRO)	0.2	$34M	-13%	329k	102.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$33M	+90%	344k	96.90	View chart
International Business Machines (IBM)	0.2	$32M	-21%	148k	219.83	View chart
Texas Instruments Incorporated (TXN)	0.2	$32M	+68%	171k	187.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$30M	-5%	514k	58.93	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$30M	-16%	370k	81.58	View chart
Merck & Co (MRK)	0.1	$30M	-31%	301k	100.17	View chart
Charles Schwab Corporation (SCHW)	0.1	$29M	-28%	385k	74.01	View chart
Five Below (FIVE)	0.1	$28M	-48%	268k	104.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$27M	-52%	78k	351.79	View chart
salesforce Put Option (Principal) (CRM)	0.1	$27M	-58%	80k	334.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$27M		434k	61.37	View chart
Coca-Cola Company (KO)	0.1	$27M	-32%	426k	62.26	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$26M	+7%	465k	56.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$26M	-45%	110k	232.52	View chart
Analog Devices (ADI)	0.1	$26M	-28%	120k	212.46	View chart
Abbott Laboratories (ABT)	0.1	$25M	-32%	223k	113.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$25M	-7%	497k	50.58	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$25M	NEW	1.4M	17.97	View chart
Bristol Myers Squibb (BMY)	0.1	$25M	-18%	439k	56.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$25M	+4%	89k	280.06	View chart
Amphenol Corp Cl A (APH)	0.1	$25M	-20%	353k	69.61	View chart
Home Depot (HD)	0.1	$24M	-50%	63k	388.99	View chart
Raytheon Technologies Corp Put Option (Principal) (RTX)	0.1	$24M	-31%	205k	115.72	View chart
Honeywell International Put Option (Principal) (HON)	0.1	$23M	-21%	103k	225.89	View chart
Zscaler Incorporated (ZS)	0.1	$23M	-2%	129k	180.41	View chart
Select Sector Spdr Tr Energy Put Option (Principal) (XLE)	0.1	$23M	-7%	268k	85.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$23M	-15%	37k	621.79	View chart
Wells Fargo & Company Put Option (Principal) (WFC)	0.1	$23M	-58%	321k	70.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$22M	-3%	69k	322.16	View chart
Emerson Electric Put Option (Principal) (EMR)	0.1	$22M	-19%	178k	123.93	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$22M	+8%	364k	60.61	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$22M	-40%	186k	117.50	View chart
Deere & Company Put Option (Principal) (DE)	0.1	$22M	-36%	51k	423.70	View chart
TJX Companies (TJX)	0.1	$22M	-31%	179k	120.81	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$22M	-10%	202k	106.55	View chart
Walt Disney Company (DIS)	0.1	$22M	-34%	193k	111.80	View chart
Chubb (CB)	0.1	$21M	-24%	77k	277.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$21M	-9%	504k	41.82	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$21M	-28%	36k	570.86	View chart
Nextera Energy Put Option (Principal) (NEE)	0.1	$21M	-31%	288k	71.69	View chart
Lowe's Companies Put Option (Principal) (LOW)	0.1	$21M	-29%	83k	246.80	View chart
Metropcs Communications (TMUS)	0.1	$21M	-29%	93k	220.73	View chart
Clean Harbors (CLH)	0.1	$20M	-8%	88k	230.14	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$20M	+3%	344k	58.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$20M	-30%	417k	48.33	View chart
Pure Storage Cl A (PSTG)	0.1	$20M	-3%	319k	61.43	View chart
Qualcomm (QCOM)	0.1	$20M	-45%	128k	153.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$20M	-13%	192k	101.53	View chart
Ss&c Technologies Holding (SSNC)	0.1	$19M	-2%	257k	75.78	View chart
Ametek (AME)	0.1	$19M		107k	180.26	View chart
Copart (CPRT)	0.1	$19M	-24%	336k	57.39	View chart
Intuit (INTU)	0.1	$19M	-56%	30k	628.50	View chart
Target Corporation (TGT)	0.1	$19M	-37%	140k	135.18	View chart
Airbnb Com Cl A Put Option (ABNB)	0.1	$19M	-33%	144k	131.41	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$18M	-3%	495k	37.09	View chart
Applied Materials (AMAT)	0.1	$18M	-37%	112k	162.63	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$18M		470k	38.50	View chart
Kinder Morgan Put Option (Principal) (KMI)	0.1	$18M	-12%	654k	27.40	View chart
Bwx Technologies (BWXT)	0.1	$18M	+4%	161k	111.39	View chart
Intercontinental Exchange (ICE)	0.1	$18M	-19%	118k	149.01	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$18M	-27%	236k	74.02	View chart
Medtronic SHS (MDT)	0.1	$17M	-36%	212k	80.39	View chart
Shopify Cl A (SHOP)	0.1	$17M	-4%	159k	106.33	View chart
Waste Connections (WCN)	0.1	$17M	-3%	98k	171.49	View chart
American Express Company (AXP)	0.1	$17M	-44%	56k	296.79	View chart
Barings Bdc (BBDC)	0.1	$17M	NEW	1.7M	9.57	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$17M	+57%	180k	91.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$16M	-43%	95k	172.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$16M		276k	57.92	View chart
Halozyme Therapeutics (HALO)	0.1	$16M		333k	47.81	View chart
Thermo Fisher Scientific Put Option (TMO)	0.1	$16M	-48%	30k	520.23	View chart
Lockheed Martin Corporation Put Option (Principal) (LMT)	0.1	$16M	-33%	32k	485.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$16M	-5%	455k	34.59	View chart
Netflix (NFLX)	0.1	$16M	-74%	18k	891.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$16M	-70%	23.00	680920.00	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$16M		125k	124.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$16M	+88%	676k	22.98	View chart
Pfizer Call Option (PFE)	0.1	$15M	-49%	582k	26.53	View chart
Coinbase Global Com Cl A (COIN)	0.1	$15M	-14%	61k	248.30	View chart
Philip Morris International Put Option (Principal) (PM)	0.1	$15M	-53%	126k	120.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$15M	-14%	117k	127.59	View chart
Automatic Data Processing (ADP)	0.1	$15M	-34%	51k	294.08	View chart
Ingredion Incorporated (INGR)	0.1	$15M	-14%	108k	137.56	View chart
Block Cl A (SQ)	0.1	$15M	-15%	174k	84.99	View chart
Confluent Class A Com (CFLT)	0.1	$15M		527k	27.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$15M		219k	67.03	View chart
General Motors Company (GM)	0.1	$15M	-18%	273k	53.27	View chart
Corning Incorporated Put Option (Principal) (GLW)	0.1	$14M	-16%	304k	47.52	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$14M	-29%	104k	137.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$14M	-14%	161k	88.40	View chart
Adobe Systems Incorporated (ADBE)	0.1	$14M	-68%	32k	444.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$14M	-11%	59k	240.28	View chart
UGI Corporation (UGI)	0.1	$14M	-3%	492k	28.29	View chart
Linde SHS (LIN)	0.1	$14M	-46%	33k	418.68	View chart
KBR (KBR)	0.1	$14M	+5%	237k	58.07	View chart
Bio-techne Corporation (TECH)	0.1	$14M	-18%	190k	72.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$14M		350k	39.09	View chart
Amgen (AMGN)	0.1	$14M	-38%	52k	260.64	View chart
Cae (CAE)	0.1	$14M	+61%	533k	25.38	View chart
Goldman Sachs (GS)	0.1	$13M	-46%	23k	572.60	View chart
Entegris (ENTG)	0.1	$13M	-3%	134k	99.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	-22%	136k	96.53	View chart
EOG Resources (EOG)	0.1	$13M	-23%	107k	122.58	View chart
Stepan Company (SCL)	0.1	$13M	+14%	200k	64.70	View chart
Henry Schein (HSIC)	0.1	$13M		186k	69.20	View chart
Cintas Corporation (CTAS)	0.1	$13M	-29%	70k	182.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads Call Option (Principal) (TSM)	0.1	$13M	-68%	65k	197.49	View chart
AFLAC Incorporated (AFL)	0.1	$13M	-30%	122k	103.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$12M	-14%	140k	88.79	View chart
Waste Management (WM)	0.1	$12M	-28%	60k	201.79	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$12M		604k	19.75	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.1	$12M	-49%	160k	72.18	View chart
Illinois Tool Works (ITW)	0.1	$12M	-33%	45k	254.85	View chart
Paypal Holdings Put Option (Principal) (PYPL)	0.1	$12M	-29%	135k	85.35	View chart
Danaher Corporation Put Option (Principal) (DHR)	0.1	$11M	-62%	50k	229.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$11M	-2%	426k	26.63	View chart
Air Products & Chemicals Put Option (Principal) (APD)	0.1	$11M	-25%	39k	290.04	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	0.1	$11M	+95%	210k	53.05	View chart
Mondelez Intl Cl A Put Option (Principal) (MDLZ)	0.1	$11M	-43%	187k	59.73	View chart
Evercore Class A (EVR)	0.1	$11M	-10%	40k	277.19	View chart
S&p Global (SPGI)	0.1	$11M	-65%	22k	498.03	View chart
Nucor Corporation (NUE)	0.1	$11M	-9%	94k	117.25	View chart
Vanguard World Financials Etf (VFH)	0.1	$11M		92k	118.07	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$11M	+8%	102k	105.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$11M	+3%	82k	131.29	View chart
Advanced Micro Devices (AMD)	0.1	$11M	-57%	89k	120.79	View chart
Colgate-Palmolive Company (CL)	0.1	$11M	-34%	118k	90.91	View chart
Atmos Energy Corporation (ATO)	0.1	$11M	-12%	76k	139.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$11M	+972%	119k	89.33	View chart
Fmc Corp Com New (FMC)	0.1	$11M	+17%	215k	49.19	View chart
Duolingo Cl A Com (DUOL)	0.1	$11M		32k	324.23	View chart
W.W. Grainger (GWW)	0.1	$11M	-28%	10k	1054.10	View chart
RBC Bearings Incorporated (RBC)	0.0	$10M		35k	299.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$10M	-4%	107k	96.83	View chart
Dover Corporation (DOV)	0.0	$10M	-20%	54k	187.60	View chart
Sweetgreen Com Cl A (SG)	0.0	$10M	-6%	311k	32.06	View chart
BRC Com Cl A (BRCC)	0.0	$9.9M	+4%	3.1M	3.17	View chart
Palo Alto Networks (PANW)	0.0	$9.9M	+11%	54k	181.96	View chart
Juniper Networks (JNPR)	0.0	$9.8M	-10%	262k	37.45	View chart
Freeport-mcmoran CL B Put Option (Principal) (FCX)	0.0	$9.8M	-18%	257k	38.08	View chart
Iqvia Holdings (IQV)	0.0	$9.8M	-27%	50k	196.51	View chart
General Dynamics Corporation (GD)	0.0	$9.6M	-30%	36k	263.48	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$9.5M	+2117%	452k	21.07	View chart
Wk Kellogg Com Shs (KLG)	0.0	$9.4M		523k	17.99	View chart
Unilever Spon Adr New (UL)	0.0	$9.4M	-36%	166k	56.70	View chart
Nike CL B Put Option (Principal) (NKE)	0.0	$9.4M	-28%	124k	75.67	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.0	$9.2M	+2%	375k	24.51	View chart
Truist Financial Corp equities (TFC)	0.0	$9.1M	-21%	212k	43.15	View chart
West Pharmaceutical Services (WST)	0.0	$9.0M	-8%	28k	327.56	View chart
Us Bancorp Del Com New Put Option (Principal) (USB)	0.0	$9.0M	-54%	188k	47.83	View chart
Udemy (UDMY)	0.0	$9.0M		1.1M	8.23	View chart
Blackrock (BLK)	0.0	$8.9M	NEW	8.7k	1025.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$8.9M	+4%	85k	104.89	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$8.7M	+500%	597k	14.60	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$8.7M	-43%	129k	67.10	View chart
SYSCO Corporation (SYY)	0.0	$8.6M	-33%	113k	76.46	View chart
Norfolk Southern (NSC)	0.0	$8.5M	-22%	36k	234.70	View chart
American Intl Group Com New (AIG)	0.0	$8.5M	-28%	117k	72.80	View chart
Intel Corporation Put Option (Principal) (INTC)	0.0	$8.5M	-34%	424k	20.05	View chart
Eaton Corp SHS (ETN)	0.0	$8.4M	-52%	25k	331.87	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$8.4M	-13%	60k	139.35	View chart
Verizon Communications Put Option (Principal) (VZ)	0.0	$8.3M	-58%	209k	39.99	View chart
Comcast Corp Cl A (CMCSA)	0.0	$8.3M	-69%	220k	37.53	View chart

Past Filings by Cresset Asset Management

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

Cresset Asset Management 2024 Q4 filed Feb. 14, 2025
Cresset Asset Management 2024 Q3 filed Nov. 14, 2024
Cresset Asset Management 2024 Q2 filed Aug. 14, 2024
Cresset Asset Management 2024 Q1 filed May 15, 2024
Cresset Asset Management 2023 Q4 filed Feb. 14, 2024
Cresset Asset Management 2023 Q3 filed Nov. 14, 2023
Cresset Asset Management 2023 Q2 filed Aug. 14, 2023
Cresset Asset Management 2023 Q1 filed May 12, 2023
Cresset Asset Management 2022 Q4 filed Feb. 14, 2023
Cresset Asset Management 2022 Q3 filed Nov. 14, 2022
Cresset Asset Management 2022 Q2 filed Aug. 15, 2022
Cresset Asset Management 2022 Q1 filed May 16, 2022
Cresset Asset Management 2021 Q4 filed Feb. 10, 2022
Cresset Asset Management 2021 Q3 filed Nov. 15, 2021
Cresset Asset Management 2021 Q2 filed Aug. 10, 2021
Cresset Asset Management 2021 Q1 filed May 12, 2021

View all past filings

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