Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Freestone Capital Holdings

Latest statistics and disclosures from Freestone Capital Holdings's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, MSFT, NVDA, AAPL, and represent 32.66% of Freestone Capital Holdings's stock portfolio.
Added to shares of these 10 stocks: VWO (+$15M), BSV (+$14M), IVV (+$13M), AGG (+$11M), VEA (+$10M), IGV (+$6.9M), MUB, SUB, QQQ, SPY.
Started 46 new stock positions in VOOG, ILF, SITC, MSIF, IGV, RVMD, APD, CORP, HYG, MNTN.
Reduced shares in these 10 stocks: QQQM, NVDA, CRM, AAPL, SPIB, MCW, GLDM, SPYG, NEM, SPYV.
Sold out of its positions in AFRM, AVUV, AstraZeneca, BIDU, B, BBY, MVT, MUE, MQT, COF.
Freestone Capital Holdings was a net buyer of stock by $80M.
Freestone Capital Holdings has $3.3B in assets under management (AUM), dropping by -2.43%.
Central Index Key (CIK): 0001470876

Tip: Access up to 7 years of quarterly data

Positions held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Freestone Capital Holdings

Freestone Capital Holdings holds 531 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Freestone Capital Holdings has 531 total positions. Only the first 250 positions are shown.

Sign up to view all of the Freestone Capital Holdings March 31, 2026 positions
Download the Freestone Capital Holdings March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.7	$450M	+2%	689k	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.7	$189M	+5%	2.9M	64.08	View chart
Microsoft Corporation (MSFT)	5.0	$167M		450k	370.17	View chart
NVIDIA Corporation (NVDA)	4.3	$142M	-2%	814k	174.40	View chart
Apple (AAPL)	3.9	$129M		509k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	2.9	$95M	+3%	145k	650.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$94M	+12%	948k	99.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.8	$92M	+17%	1.2M	78.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.6	$87M	+20%	1.6M	54.05	View chart
Amazon (AMZN)	2.5	$82M		392k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$72M		251k	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$54M	+2%	90k	597.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$43M		89k	479.20	View chart
Broadcom (AVGO)	1.2	$41M		132k	309.51	View chart
Meta Platforms Cl A (META)	1.2	$40M		70k	572.13	View chart
Costco Wholesale Corporation (COST)	1.2	$40M		40k	996.43	View chart
JPMorgan Chase & Co. (JPM)	0.9	$31M		105k	294.16	View chart
Exxon Mobil Corporation (XOM)	0.9	$30M	-3%	177k	169.66	View chart
Kla Corp Com New (KLAC)	0.9	$29M	-4%	19k	1472.44	View chart
Nike CL B Put Option (NKE)	0.8	$28M		529k	52.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$26M	+12%	91k	286.86	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	0.8	$26M	+14%	45k	577.18	View chart
Eli Lilly & Co. (LLY)	0.8	$25M	-3%	28k	919.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$25M	+16%	234k	106.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$22M	+3%	69k	320.81	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$22M	+24%	208k	106.15	View chart
Caterpillar (CAT)	0.6	$21M		30k	708.45	View chart
Visa Com Cl A (V)	0.6	$21M	+4%	68k	302.24	View chart
Applied Materials (AMAT)	0.6	$20M		58k	341.79	View chart
Tesla Motors (TSLA)	0.6	$20M		52k	371.75	View chart
Oracle Corporation (ORCL)	0.6	$18M		125k	147.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$18M	-5%	42k	426.40	View chart
Abbvie (ABBV)	0.5	$15M		70k	217.49	View chart
Union Pacific Corporation (UNP)	0.5	$15M	+2%	63k	242.62	View chart
Mastercard Incorporated Cl A (MA)	0.5	$15M	+3%	30k	499.66	View chart
salesforce (CRM)	0.5	$15M	-13%	81k	186.67	View chart
Home Depot (HD)	0.5	$15M		45k	328.89	View chart
Thermo Fisher Scientific (TMO)	0.4	$15M		30k	491.53	View chart
Applovin Corp Com Cl A (APP)	0.4	$14M	-7%	36k	398.00	View chart
Wells Fargo & Company Call Option (WFC)	0.4	$14M	+6%	177k	79.61	View chart
Abbott Laboratories (ABT)	0.4	$14M		135k	102.67	View chart
Bank of America Corporation (BAC)	0.4	$14M		279k	48.75	View chart
Raytheon Technologies Corp (RTX)	0.4	$13M	+6%	69k	192.90	View chart
Johnson & Johnson (JNJ)	0.4	$13M	+3%	55k	244.44	View chart
Wal-Mart Stores Call Option (WMT)	0.4	$13M		105k	124.28	View chart
Chevron Corporation (CVX)	0.4	$13M		62k	206.90	View chart
Qualcomm (QCOM)	0.4	$13M	-4%	100k	128.78	View chart
McKesson Corporation (MCK)	0.4	$12M		14k	865.34	View chart
Nextera Energy (NEE)	0.4	$12M		130k	92.88	View chart
Cardinal Health (CAH)	0.4	$12M	-3%	57k	211.31	View chart
Procter & Gamble Company (PG)	0.4	$12M		83k	144.44	View chart
Ishares Tr Msci Emg Mkt Etf Put Option (EEM)	0.4	$12M		206k	56.79	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$11M	+18%	276k	40.83	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	0.3	$11M	-8%	115k	97.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$11M		78k	142.43	View chart
Southern Company (SO)	0.3	$11M	+13%	114k	96.52	View chart
Advanced Micro Devices (AMD)	0.3	$11M	+4%	52k	203.43	View chart
Okta Cl A (OKTA)	0.3	$10M		132k	78.71	View chart
Netflix (NFLX)	0.3	$10M	+4%	107k	96.15	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.3	$10M		24k	430.29	View chart
Cisco Systems Call Option (CSCO)	0.3	$10M		129k	77.59	View chart
Merck & Co (MRK)	0.3	$9.8M	-6%	81k	120.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$9.8M		108k	90.53	View chart
Cigna Corp (CI)	0.3	$9.8M	+6%	37k	266.75	View chart
Eaton Corp SHS (ETN)	0.3	$9.2M	+6%	26k	357.67	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.1M		15k	604.41	View chart
Philip Morris International (PM)	0.3	$9.1M	+4%	55k	165.34	View chart
Honeywell International (HON)	0.2	$8.2M	-4%	36k	226.03	View chart
Coca-Cola Company (KO)	0.2	$8.0M	+2%	105k	76.05	View chart
Micron Technology (MU)	0.2	$7.8M	-3%	23k	337.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$7.6M	-13%	39k	198.29	View chart
McDonald's Corporation (MCD)	0.2	$7.6M	+3%	24k	310.79	View chart
Newmont Mining Corporation (NEM)	0.2	$7.5M	-16%	69k	108.25	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$7.3M	-2%	97k	75.10	View chart
Linde SHS (LIN)	0.2	$7.2M		15k	495.77	View chart
UnitedHealth (UNH)	0.2	$7.1M		26k	270.59	View chart
Deere & Company (DE)	0.2	$7.1M		13k	563.30	View chart
American Express Company (AXP)	0.2	$7.1M		24k	302.48	View chart
Travelers Companies (TRV)	0.2	$7.0M	+2%	24k	291.68	View chart
Intuitive Surgical Com New (ISRG)	0.2	$6.9M	+3%	15k	460.99	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$6.9M	NEW	87k	80.05	View chart
W.W. Grainger (GWW)	0.2	$6.6M		6.0k	1090.77	View chart
Figma Class A Com Stk (FIG)	0.2	$6.2M	+5%	292k	21.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$5.9M		67k	88.70	View chart
Palo Alto Networks (PANW)	0.2	$5.8M		37k	160.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.5M	+10%	21k	261.92	View chart
Starbucks Corporation (SBUX)	0.2	$5.5M	+4%	62k	89.59	View chart
Freeport Mcmoran CL B Call Option (FCX)	0.2	$5.5M	+2%	93k	58.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.4M	-8%	42k	128.12	View chart
Snap-on Incorporated (SNA)	0.2	$5.4M		15k	363.21	View chart
Altria (MO)	0.2	$5.3M	+10%	80k	65.99	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.2M	-5%	27k	194.14	View chart
S&p Global (SPGI)	0.2	$5.1M		12k	425.35	View chart
Dorchester Minerals Com Unit (DMLP)	0.2	$5.1M	+117%	187k	27.10	View chart
Verizon Communications (VZ)	0.2	$5.0M	-3%	100k	50.20	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$5.0M	-27%	150k	33.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.0M		7.2k	697.72	View chart
At&t (T)	0.2	$5.0M		171k	28.99	View chart
Te Connectivity Ord Shs (TEL)	0.2	$5.0M	+2%	24k	209.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$4.9M	-3%	213k	23.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.9M	+11%	87k	56.86	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.1	$4.9M	+13%	20k	248.00	View chart
Johnson Controls Internation SHS (JCI)	0.1	$4.9M		37k	130.95	View chart
3M Company (MMM)	0.1	$4.8M		33k	145.23	View chart
Zoetis Cl A (ZTS)	0.1	$4.7M	+23%	40k	118.21	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$4.7M		9.0k	522.71	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.6M	-20%	19k	243.08	View chart
ConocoPhillips (COP)	0.1	$4.6M	-3%	35k	132.00	View chart
Paypal Holdings Call Option (PYPL)	0.1	$4.6M	+115%	101k	45.23	View chart
D.R. Horton (DHI)	0.1	$4.5M	+3%	33k	137.22	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$4.5M	-15%	33k	138.37	View chart
Coinbase Global Com Cl A (COIN)	0.1	$4.4M	-2%	25k	174.61	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$4.3M	+64%	299k	14.47	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$4.3M	-2%	39k	112.27	View chart
AFLAC Incorporated (AFL)	0.1	$4.3M		39k	109.71	View chart
Allstate Corporation (ALL)	0.1	$4.3M		21k	207.34	View chart
Automatic Data Processing (ADP)	0.1	$4.2M	+9%	21k	203.18	View chart
International Business Machines Call Option (IBM)	0.1	$4.1M	+5%	17k	242.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.1M		11k	356.55	View chart
Central Europe and Russia Fund (CEE)	0.1	$4.1M	+25%	223k	18.30	View chart
Monster Beverage Corp (MNST)	0.1	$4.0M	-2%	56k	72.46	View chart
Amgen (AMGN)	0.1	$4.0M		11k	351.86	View chart
Lowe's Companies (LOW)	0.1	$4.0M		17k	236.28	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$3.7M		25k	145.94	View chart
Hasbro (HAS)	0.1	$3.6M	-4%	39k	93.60	View chart
Walt Disney Company (DIS)	0.1	$3.6M		37k	96.38	View chart
Nxp Semiconductors N V (NXPI)	0.1	$3.5M		18k	196.86	View chart
AutoZone (AZO)	0.1	$3.5M		1.0k	3377.78	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$3.5M	-30%	36k	97.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.5M	-16%	40k	88.16	View chart
Eagle Pt Cr (ECC)	0.1	$3.4M	+73%	916k	3.76	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$3.4M	+32%	252k	13.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.4M		87k	38.86	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.4M		64k	52.64	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.3M	-4%	8.4k	391.76	View chart
Sherwin-Williams Company (SHW)	0.1	$3.3M		10k	320.54	View chart
Ge Aerospace Com New (GE)	0.1	$3.3M	-6%	12k	283.76	View chart
Principal Financial (PFG)	0.1	$3.1M	-3%	35k	90.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.1M	-3%	126k	24.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.1M	+9%	79k	38.42	View chart
Target Corporation (TGT)	0.1	$3.0M		25k	121.20	View chart
SLB Com Stk (SLB)	0.1	$3.0M	-6%	59k	51.39	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.0M	-31%	53k	56.58	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.1	$3.0M		81k	36.59	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.9M	-2%	64k	45.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.9M	+120%	95k	30.68	View chart
Lennar Corp Cl A (LEN)	0.1	$2.9M	+6%	33k	86.84	View chart
Expedia Group Com New (EXPE)	0.1	$2.9M	-12%	12k	230.89	View chart
Tractor Supply Company (TSCO)	0.1	$2.8M	-8%	63k	45.30	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$2.8M		80k	35.44	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$2.8M	-29%	92k	30.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.8M	-4%	9.2k	298.84	View chart
Chime Finl Com Shs Cl A (CHYM)	0.1	$2.7M	-6%	147k	18.73	View chart
Ge Vernova (GEV)	0.1	$2.6M	+7%	3.0k	872.94	View chart
eBay (EBAY)	0.1	$2.6M	+524%	29k	91.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.6M		14k	191.81	View chart
State Street Corporation (STT)	0.1	$2.6M	-2%	21k	126.56	View chart
NetApp (NTAP)	0.1	$2.6M	+8%	25k	102.39	View chart
Masco Corporation (MAS)	0.1	$2.5M	+2%	42k	60.37	View chart
Paccar (PCAR)	0.1	$2.5M	+185%	22k	115.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.5M	+26%	5.7k	436.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.5M	-3%	18k	138.32	View chart
Marsh & McLennan Companies (MRSH)	0.1	$2.5M		14k	173.45	View chart
Alaska Air (ALK)	0.1	$2.4M	NEW	67k	36.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.3M	-7%	12k	196.19	View chart
EOG Resources (EOG)	0.1	$2.3M	-17%	16k	144.57	View chart
Citigroup Com New (C)	0.1	$2.3M	-3%	20k	113.41	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.3M	-2%	9.4k	244.18	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.3M		32k	69.75	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$2.2M	+5%	3.6k	616.70	View chart
Aurora Innovation Class A Com (AUR)	0.1	$2.2M		537k	4.12	View chart
Medtronic SHS (MDT)	0.1	$2.2M		25k	86.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.2M	+7%	5.6k	390.41	View chart
Oxford Lane Cap Corp (OXLC)	0.1	$2.2M	+56%	221k	9.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.2M	-31%	32k	67.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.2M		3.00	718140.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.1M	-4%	19k	113.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.0M		6.1k	337.98	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.0M		33k	61.26	View chart
FedEx Corporation (FDX)	0.1	$2.0M	-12%	5.7k	356.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.0M		14k	146.28	View chart
Fifth Third Ban (FITB)	0.1	$2.0M	NEW	43k	46.46	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.0M	-32%	21k	95.62	View chart
Arbutus Biopharma (ABUS)	0.1	$2.0M		443k	4.50	View chart
Norfolk Southern (NSC)	0.1	$2.0M	+7%	6.9k	287.00	View chart
Workday Cl A (WDAY)	0.1	$2.0M	NEW	15k	129.92	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.9M	-5%	19k	99.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.9M	+7%	75k	25.64	View chart
Fiserv (FISV)	0.1	$1.9M	-34%	34k	55.80	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.8M	+8%	8.6k	213.66	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.8M	-8%	14k	132.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.7M	+3%	8.1k	215.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M	+10%	8.1k	213.68	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$1.7M		40k	42.20	View chart
AmerisourceBergen (COR)	0.0	$1.6M	+4%	5.2k	314.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.6M	+52%	23k	70.18	View chart
Ares Capital Corporation (ARCC)	0.0	$1.6M	NEW	90k	18.02	View chart
Hp (HPQ)	0.0	$1.6M	+6%	84k	19.21	View chart
SM Energy (SM)	0.0	$1.6M	NEW	51k	31.18	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$1.6M	+253%	26k	61.35	View chart
Carnival Corp Common Stock Call Option (CCL)	0.0	$1.5M	NEW	60k	25.88	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.5M	-38%	54k	28.72	View chart
Take-Two Interactive Software (TTWO)	0.0	$1.5M	-20%	7.7k	197.50	View chart
Legence Corp Cl A (LGN)	0.0	$1.5M		27k	56.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.5M		8.3k	181.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.5M		10k	148.10	View chart
Boeing Company (BA)	0.0	$1.5M	-9%	7.4k	199.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$1.4M	-41%	12k	118.60	View chart
Pepsi (PEP)	0.0	$1.4M	-4%	9.2k	155.29	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$1.4M	NEW	14k	99.08	View chart
F5 Networks (FFIV)	0.0	$1.4M	+9%	4.8k	289.35	View chart
Pfizer (PFE)	0.0	$1.4M		50k	28.08	View chart
Intel Corporation Put Option (INTC)	0.0	$1.4M	+3%	31k	44.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$1.4M	-11%	28k	49.89	View chart
Immunome (IMNM)	0.0	$1.3M		62k	21.87	View chart
Americold Rlty Tr (COLD)	0.0	$1.3M	+181%	116k	11.46	View chart
Ubs Entracs Gold Shs Call Option (GLDI)	0.0	$1.3M	NEW	8.0k	166.02	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.3M	-9%	8.5k	151.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.3M	+5%	11k	114.99	View chart
Gilead Sciences (GILD)	0.0	$1.2M		8.7k	139.37	View chart
Omni (OMC)	0.0	$1.2M	-16%	16k	75.31	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.0	$1.2M	+35%	17k	68.14	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.1M	-6%	48k	23.81	View chart
Cloudflare Cl A Com (NET)	0.0	$1.1M	+2%	5.5k	206.34	View chart
Rocket Cos Com Cl A (RKT)	0.0	$1.1M	+5%	79k	14.25	View chart
Airbnb Com Cl A (ABNB)	0.0	$1.1M	-10%	8.7k	126.28	View chart
O'reilly Automotive (ORLY)	0.0	$1.1M	+376%	12k	92.31	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$1.0M		29k	36.41	View chart
CarMax (KMX)	0.0	$1.0M		25k	41.58	View chart
Coupang Cl A (CPNG)	0.0	$1.0M	-2%	55k	18.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.0M	-23%	42k	24.27	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$1.0M	-13%	21k	47.83	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$985k		7.5k	132.10	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$979k		10k	97.66	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$977k	+17%	3.8k	257.38	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$964k	+6%	730.00	1320.83	View chart
Enbridge (ENB)	0.0	$964k		18k	54.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$956k	-27%	10k	93.93	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$953k	-37%	20k	47.02	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$945k	-7%	34k	27.85	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$941k	-29%	37k	25.27	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	0.0	$940k	-29%	39k	24.24	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$938k	-29%	43k	21.89	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$938k	-29%	45k	20.93	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$937k	-29%	37k	25.33	View chart
QCR Holdings (QCRH)	0.0	$912k		11k	85.45	View chart
Novo-nordisk A S Adr (NVO)	0.0	$906k		25k	36.75	View chart
Northrop Grumman Corporation (NOC)	0.0	$903k	+73%	1.3k	682.27	View chart
Equinix (EQIX)	0.0	$867k	-10%	884.00	980.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$861k	+40%	12k	74.35	View chart

Past Filings by Freestone Capital Holdings

SEC 13F filings are viewable for Freestone Capital Holdings going back to 2012

Freestone Capital Holdings 2026 Q1 filed May 13, 2026
Freestone Capital Holdings 2025 Q4 filed Jan. 23, 2026
Freestone Capital Holdings 2025 Q3 filed Nov. 12, 2025
Freestone Capital Holdings 2025 Q2 filed Aug. 5, 2025
Freestone Capital Holdings 2025 Q1 filed May 13, 2025
Freestone Capital Holdings 2024 Q4 filed Feb. 6, 2025
Freestone Capital Holdings 2024 Q1 restated filed Nov. 22, 2024
Freestone Capital Holdings 2024 Q2 restated filed Nov. 22, 2024
Freestone Capital Holdings 2024 Q2 filed Aug. 13, 2024
Freestone Capital Holdings 2024 Q1 filed May 14, 2024
Freestone Capital Holdings 2023 Q4 filed Feb. 13, 2024
Freestone Capital Holdings 2023 Q3 filed Nov. 14, 2023
Freestone Capital Holdings 2023 Q2 filed Aug. 9, 2023
Freestone Capital Holdings 2023 Q1 filed May 12, 2023
Freestone Capital Holdings 2022 Q4 filed Feb. 13, 2023
Freestone Capital Holdings 2022 Q3 filed Nov. 9, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z